Battery Management Corp.

RIASEC RegisteredEst. 2014
Total AUM
$15.6B
Discretionary
$15.6B
100% of AUM
Avg account
$260M
Accounts
60
Employees
113
Advisory reps
13

Firm details

Headquarters
Boston, Massachusetts
CRD number
160921
Registered since
April 18, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Battery Management Corp. is a corporation that operates primarily as a private equity and venture capital manager and sponsor of pooled investment vehicles. Registered with the SEC in 2014, the firm serves an institutional client base and runs pooled funds where it acts as portfolio manager and often as sponsor, general partner, or managing member. Its fees combine a percentage-of-AUM component with performance-based fees. The firm is not identified as an active ESG investor and is organized to manage private funds rather than function as a broad capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Lizette Perez-deisboeck

    Lizette Perez-deisboeck

    General Counsel and Chief Compliance OfficerCRD 6032829

  • Christopher Schiavo

    Christopher Schiavo

    Chief Financial OfficerCRD 6032828

Contacts

3 of 11
  • Scott Tobin

    Scott Tobin

    ​Senior PartnerCRD 6028321

  • Robert Tabors

    Robert Tabors

    Private Equity PartnerCRD 4071123

  • Neeraj Agrawal

    Neeraj Agrawal

    General PartnerCRD 6039957

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Marina Park Dr
Time zone
ET (UTC-5)
Office locations

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