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BALENTINE
BALENTINE LLC
CRD 152511 · SEC 801-70910
3344 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, 30326, United States
Phone
(404) 537-4800
Fax
404-537-4848
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.54B
Discretionary AUM
$5.30B
Team
61 total employees; 25 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $3.2M |
| High net worth individuals | 426 | $4.00B |
| Pooled investment vehicles | 6 | $165.3M |
| Pension/profit sharing plans | 2 | $42.7M |
| Charitable organizations | 13 | $527.9M |
| State/municipal entities | 4 | $806.7M |
States served
AL, AR, GA, IL, LA, NE, NJ, NY, NC, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD