← Directory
BALLENTINE PARTNERS
Legal name: BALLENTINE PARTNERS, LLC
CRD 152802File 801-71062
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$15.32B
Top 10% of cohort (national)
Discretionary AUM
$11.23B
Non-discretionary $4.09B
Clients
353
7,401 accounts
Employees
125
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 25, 2010
- Principal office
- 230 3RD AVENUE, SUITE 6, WALTHAM, MA, 02451
- Phone
- 781-314-1300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.32B
- Discretionary AUM
- $11.23B
- Non-discretionary AUM
- $4.09B
- Discretionary accounts
- 4,403
- Non-discretionary accounts
- 2,998
- Total accounts
- 7,401
- AUM per client
- $43.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $40.1M |
| High net worth individuals | 342 | $14.85B |
| Pooled investment vehicles | 8 | $431.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PROJECT FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 88 | 125 | increased by37 |
| Apr 1, 2026 | Clients | 333 | 353 | increased by20 |
| Apr 1, 2026 | AUM | $12,005,636,010 | $15,316,738,538 | increased by$3,311,102,528 |
| Apr 1, 2026 | Accounts | 6,877 | 7,401 | increased by524 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 79 | 88 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 278 | 333 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,519,787,346 | $12,005,636,010 | increased by$1,485,848,664 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,251 | 6,877 | increased by1,626 |
| Jul 1, 2022 | Clients | 274 | 278 | increased by4 |
| Apr 1, 2022 | Employees | 85 | 79 | decreased by6 |
| Apr 1, 2022 | Clients | 239 | 274 | increased by35 |
| Apr 1, 2022 | AUM | $8,673,380,006 | $10,519,787,346 | increased by$1,846,407,340 |
| Apr 1, 2022 | Accounts | 4,673 | 5,251 | increased by578 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BALLENTINE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BALLENTINE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.