Key facts
- Ballentine Partners is a asset manager based in Waltham, Massachusetts.
- The team roster lists 1 person.
- Ballentine Partners reports $830K in regulatory assets under management across 9 private funds, per its SEC Form ADV (2026-03).
About Ballentine Partners
Ballentine Partners is a wealth management firm based in Waltham, Massachusetts. Established in 1984, the firm provides wealth management and investment advisory services, helping individuals, families, and institutions manage their financial planning and investment strategies. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 152802- Regulatory AUM
- $830K
- Private fund assets
- $481.8M
- Private funds
- 9 · 8 private equity, 1 real estate
- Staff
- 125
- Registered office
- WALTHAM, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BALLENTINE PARTNERS, LLC).
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Portfolio
No portfolio companies for Ballentine Partners are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is Ballentine Partners's AUM?
- Ballentine Partners manages approximately $11K in assets.