BALLENTINE PARTNERS (CRD# 152802) is an SEC-Registered Investment Advisor (RIA), headquartered in Waltham, MA. The SEC approved the firm to operate as an RIA in Jan 2010. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $6.7 Billion, and has discretion over 61% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BALLENTINE PARTNERS also reported in Mar 2018:
  • 72 employees, with 53 performing advisory functions.
  • A total of 3 office locations.
  • Registration with one or more foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BALLENTINE PARTNERS has no disclosure events reported to the SEC at this time.

View BALLENTINE PARTNERS's most recent Form ADV filing

BALLENTINE PARTNERS has Notice Filings with the following State Securities Authorities: CA-Feb 2010, CT-Feb 2010, FL-Jan 2010, LA-Oct 2014, MA-Feb 2010 , ME-Feb 2010, NC-Feb 2010, NH-Feb 2010, NJ-Mar 2010, NY-Feb 2010 , RI-Apr 2015, TX-Feb 2011

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. 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 with questions or concerns.