BALLENTINE PARTNERS

RIASEC RegisteredEst. 2010
Total AUM
$15.3B
Discretionary
$11.2B
73% of AUM
Avg account
$2.1M
Accounts
7,401
Employees
125
Advisory reps
86

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
152802
Registered since
January 25, 2010
Website
ballentinepartners.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI96.92%
  • Pooled Investment Vehicles2.82%
  • Charitable Organizations0.26%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ballentine Partners is an independent registered investment advisor organized as an LLC and SEC-registered since 2010. The firm serves both individual/family and institutional clients and operates as a capital allocator—deploying client capital directly and selecting third-party managers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory services span financial planning, portfolio management for individuals and pooled vehicles, manager selection, and client education through seminars and workshops. Ballentine reports active ESG investing and also functions in sponsor/GP/managing-member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 14%, State & Local Bonds 11%, Private Funds 7%, Cash & Cash Equivalents 6%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds14%
  • State & Local Bonds11%
  • Private Funds7%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 7

  • JOHN TUBMAN

    Partner & Chief Operating OfficerCRD 5192955

  • Sean Cleary

    Chief Compliance & Risk OfficerCRD 7902049

  • COVENTRY EDWARDS-PITT

    Chief Creative OfficerCRD 3122847

Unlock 4 more executives →

Contacts

3 of 79

  • CHRISTOPHER CHANDLER

    Partner, Senior Investment AdvisorCRD 4864174

  • Chloe Villemure

    Portfolio AnalystCRD 7785831

  • CODY MCCALLUM

    Senior Client AdvisorCRD 6503730

Unlock 76 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 159

Active vs passive

$5.7B in ETFs

Passive

96%

$5.4B

Active

1%

$238M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$1.8B5,541,92131.41%
Unlock additional holdings →

Location

Primary office

WALTHAM, MA

MIDDLESEX

Location

WALTHAM, MA

Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
230 3rd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Integrated Partners

RIA

WALTHAM, MA

AUM $18.9BTEAM 493REPS 461

WEBSTER EQUITY PARTNERS, L.P.

RIA

WALTHAM, MA

AUM $10.3BTEAM 36REPS 6

POLEN CAPITAL CREDIT, LLC

RIA

WALTHAM, MA

AUM $6.1BTEAM 46REPS 3

WINDROSE ADVISORS LLC

RIA

WALTHAM, MA

AUM $2.7BTEAM 23REPS 7

GRANAHAN INVESTMENT MANAGEMENT LLC

RIA

WALTHAM, MA

AUM $2.4BTEAM 20REPS 5

FOSTER DYKEMA CABOT & PARTNERS, LLC

RIA

WALTHAM, MA

AUM $2.2BTEAM 21REPS 6
More RIAs in WALTHAM →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth