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BALLENTINE PARTNERS
BALLENTINE PARTNERS, LLC
CRD 152802 · SEC 801-71062
230 3RD AVENUE, SUITE 6, WALTHAM, MA, 02451, United States
Phone
781-314-1300
Fax
781-259-8412
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.32B
Discretionary AUM
$11.23B
Team
125 total employees; 87 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; PROJECT FEES
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 342 | $14.85B |
| Pooled investment vehicles | 8 | $431.3M |
| Charitable organizations | 3 | $40.1M |
States served
VT, AZ, CA, CO, DC, GA, ID, IL, IN, KY, LA, ME, MA, MN, MT, NV, NJ, NY, NC, OH, OK, PA, RI, UT, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD