9AT: BATTERY MANAGEMENT CORP.

other names

BATTERY MANAGEMENT CORP.
BMC UK SUBADVISOR SUPPORT, LTD. (RELYING ADVISER)
BATTERY VENTURES ISRAEL LTD (RELYING ADVISER)
BATTERY VENTURES
BATTERY PARTNERS XIII, L.P.
BATTERY PARTNERS XIII SIDE FUND, L.P.
BATTERY PARTNERS XIII SIDE FUND (AIV I CAYMAN), L.P.
BATTERY PARTNERS XIII (AIV I CAYMAN), L.P.
BATTERY PARTNERS XII, LLC
BATTERY PARTNERS XII SIDE FUND, LLC
BATTERY PARTNERS XII SIDE FUND (AIV I CAYMAN), L.P.
BATTERY PARTNERS XII (AIV I CAYMAN), L.P.
BATTERY PARTNERS XI, LLC
BATTERY PARTNERS XI SIDE FUND, LLC
BATTERY PARTNERS XI SIDE FUND AIV, LP
BATTERY PARTNERS XI SIDE FUND (AIV I), L.P.
BATTERY PARTNERS XI AIV, LP
BATTERY PARTNERS XI (AIV I), L.P.
BATTERY PARTNERS X, LLC
BATTERY PARTNERS X SIDE FUND, LLC
BATTERY PARTNERS X SIDE FUND (AIV I), L.P.
BATTERY PARTNERS X (AIV I), L.P.
BATTERY PARTNERS VIII, LLC
BATTERY PARTNERS VIII SIDE FUND, LLC
BATTERY PARTNERS VIII SIDE FUND AIV II LLC (RELYING ADVISER)
BATTERY PARTNERS VIII SIDE FUND (AIV), L.P.
BATTERY PARTNERS VIII AIV VI, LLC (RELYING ADVISER)
BATTERY PARTNERS VIII AIV V, LP
BATTERY PARTNERS VIII AIV IV, LLC (RELYING ADVISER)
BATTERY PARTNERS VIII (AIV), LLC
BATTERY PARTNERS VII, LLC
BATTERY PARTNERS VI, LLC
BATTERY PARTNERS SELECT FUND I, L.P.
BATTERY PARTNERS SELECT FUND I GP, LLC
BATTERY PARTNERS SELECT FUND I (AIV I CAYMAN), LTD.
BATTERY PARTNERS SELECT FUND I (AIV I CAYMAN), L.P.
BATTERY PARTNERS IX, LLC
BATTERY PARTNERS IX (AIV II), L.P.
BATTERY PARTNERS IX (AIV I), LLC
BATTERY PARTNERS GP XIII, LLC

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count53	GAV$14,508,280,214
Fund TypeVenture Capital Fund	Count12	GAV$4,866,364,042

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser SMASH VENTURES MANAGEMENT COMPANY LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund645.9m	Other Fund-	Total Private Fund GAV3.4b	AUM2.5b	#Funds24
Adviser GLOBAL HOLDINGS X LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund159.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund46.5m	Other Fund15.7m	Total Private Fund GAV267.8m	AUM-	#Funds31
Adviser IGNIA PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund22.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund28.5m	Other Fund-	Total Private Fund GAV79.6m	AUM-	#Funds9
Adviser BARING PRIVATE EQUITY PARTNERS (INDIA) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund34.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund603.2k	Other Fund-	Total Private Fund GAV36.1m	AUM-	#Funds6
Adviser PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund648.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund296.6m	Other Fund-	Total Private Fund GAV1.2b	AUM945.2m	#Funds8
Adviser INTREPID INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund286.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund20.7m	Other Fund-	Total Private Fund GAV327.4m	AUM306.7m	#Funds12
Adviser HMC CAPITAL US	Hedge Fund-	Liquidity Fund-	Private Equity Fund80.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund1.9m	Other Fund-	Total Private Fund GAV84.5m	AUM-	#Funds5
Adviser EXETER CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund159.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund1.0m	Other Fund1.0m	Total Private Fund GAV162.3m	AUM-	#Funds8
Adviser HEALTH CATALYST CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund348.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund10.0m	Other Fund103.8m	Total Private Fund GAV471.8m	AUM348.0m	#Funds8
Adviser EW HEALTHCARE PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund96.3m	Other Fund-	Total Private Fund GAV4.1b	AUM2.0b	#Funds21

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker81764X103	Stock NameSERVICETITAN INC	$ Position$409,741,661	% Position78.00%	$ Change-6.00%	# Change0.00%
Stck Ticker10576N102	Stock NameBRAZE INC	$ Position$68,967,000	% Position13.00%	$ Change72.00%	# Change70.00%
Stck Ticker85208T107	Stock NameSPRINKLR INC	$ Position$21,390,676	% Position4.00%	$ Change-68.00%	# Change-65.00%
Stck Ticker15870P307	Stock NameCHAMPIONS ONCOLOGY INC	$ Position$15,680,333	% Position3.00%	$ Change-12.00%	# Change0.00%
Stck Ticker98956A105	Stock NameZETA GLOBAL HOLDINGS CORP	$ Position$9,047,824	% Position2.00%	$ Change28.00%	# Change0.00%

Brochure Summary

Overview

Battery Ventures is a venture capital and private equity firm that invests principally in the technology markets. Operating from offices in Boston, Massachusetts, Menlo Park, California, San Francisco, California, New York, New York, London, UK and Tel Aviv, Israel. Battery Ventures provides investment management services to pooled investment vehicles (the “BV Funds”) that are exempt from registration under the Investment Company Act of 1940, as amended, and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). BV Funds have been investing since 1983. Battery Management Corp., which is 100% owned by Battery Management Company, LLC (“Battery Management LLC”), a Delaware limited liability company, was incorporated in March 1999. No one owns 25% or more of Battery Management LLC. Battery Management Corp. provides investment advisory services to the BV Funds with respect to the acquisition, management and disposition of primarily private-company securities across a range of sectors in the technology industry pursuant to an Advisory Agreement among Battery Management Corp., Battery Management LLC, the BV Funds and the general partner entities of all BV Funds (the “GP Entities,” each a “GP Entity”). The investment advice that Battery

Management Corp. provides to each BV Fund is subject to the overall direction and control of such BV Fund’s GP Entity. Battery Ventures Israel, Ltd. is a relying adviser and affiliate of Battery Management Corp. and aids in identifying prospective portfolio companies for investment primarily in Israel and the surrounding region. Battery Ventures Israel, Ltd. is a wholly-owned subsidiary of Battery Management LLC. BMC UK Subadvisor Support Ltd. is a relying adviser and affiliate of Battery Management Corp. and aids in identifying prospective portfolio companies for investment primarily in the UK and Europe. BMC UK Subadvisor Support Ltd. is a wholly-owned subsidiary of Battery Management LLC and is registered with the Financial Conduct Authority (“FCA”) in the United Kingdom. Each BV Fund has specific investment guidelines and restrictions as set forth in the BV Fund’s operating and/or offering documents. Investors in the BV Funds do not have the ability to impose specific investment objectives or additional restrictions on the BV Funds. As of December 31, 2023, Battery Management Corp. had approximately $16,010,604,706 in regulatory assets under management, all of which are managed on a discretionary basis by Battery Management Corp. or its relying advisers.

As of Date	03/28/2025
Registration	SEC, Approved, 04/18/2014
Other registrations (3)	SEC, ERA - Withdrawn, 03/25/2014 California, ERA - Withdrawn, 03/25/2014 Massachusetts, ERA - Withdrawn, 03/25/2014
ADV Location	BOSTON, MA, United States
Contact Info	617 xxxxxxx
Websites

AUM^*	15,113,652,708 -6%
of that, discretionary	15,113,652,708 -10%
Private Fund GAV^*	19,374,644,256 28%
Avg Account Size	251,894,212 -10%
SMA’s	No
Private Funds	65 1

BATTERY MANAGEMENT CORP.

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