BALLENTINE PARTNERS, LLC
Doing business as BALLENTINE PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$15,316,738,538
Discretionary
$11,230,777,974
Non-discretionary
$4,085,960,564
Firm details
- CRD number
- 152802
- SEC file number
- 801-71062
- Main office
- WALTHAM, MA, United States
- Employees
- 125
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.