BALLENTINE PARTNERS

Legal name: BALLENTINE PARTNERS, LLC

CRD 152802File 801-71062

APPROVED

Retail clients

Custody

Filing as of Jul 13, 2026

Feed vintage Aug 17, 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
Website: HTTPS://BALLENTINEPARTNERS.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.