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BATTERY MANAGEMENT CORP.

CRD 160921File 801-79475
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.61B
Top 10% of cohort (national)
Discretionary AUM
$15.61B
Clients
60
60 accounts
Employees
113
Top 25% of cohort in MA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
BRO
Registration date
Apr 18, 2014
Principal office
ONE MARINA PARK DRIVE, SUITE 1100, BOSTON, MA, 02210
Phone
617-948-3600

Assets & accounts

ADV Item 5F
Total regulatory AUM
$15.61B
Discretionary AUM
$15.61B
Non-discretionary AUM
$0
Discretionary accounts
60
Non-discretionary accounts
0
Total accounts
60
AUM per client
$260.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles60$15.61B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.