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BALENTINE
BALENTINE (CRD# 152511) is an SEC-Registered Investment Advisor (RIA), headquartered in Atlanta, GA. The SEC approved the firm to operate as an RIA in Dec 2009. In Apr 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $2.5 Billion, and has discretion over 70% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 1% .  
 
BALENTINE also reported in Apr 2018:
  • 32 employees, with 15 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BALENTINE has no disclosure events reported to the SEC at this time.
 

View BALENTINE's most recent Form ADV filing
 


BALENTINE has Notice Filings with the following State Securities Authorities: AL-Jun 2014, FL-Jun 2014, GA-Dec 2009, NC-May 2010, NJ-Apr 2014 , NY-Mar 2014, SC-Dec 2012, TN-Mar 2011, TX-Jan 2011, WV-Dec 2014

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.