SEC-Registered Investment Adviser
Ballentine Partners
Legal name: Ballentine Partners, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 23, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 25, 2010
- Principal office
- 230 3rd Avenue, Suite 6, Waltham, MA 02451
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 4
Scale
- Regulatory AUM
- $15.3B
- Discretionary / non-discretionary
- $11.2B / $4.1B
- Attributable to non-US clients
- $830,180
- Accounts
- 7,401
- Clients
- 10
- Employees
- 125, 87 in advisory roles
- Private funds advised
- 10
- Private fund gross assets
- $503.6M
- Fund types
- 9 private equity funds, 1 real estate funds
- Client assets in custody
- $7.6B (347 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars or workshops
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and other
- Client types
- high net worth individuals (342); pooled investment vehicles (8); charitable organizations (3)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 23, 2026). Item 11 covers the firm and its advisory affiliates.
In the directory
Related advisers
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.