Ballentine Partners

Registered investment adviser · Waltham, MA · CRD #152802

Form ADV data as of 2026-09-01

Regulatory assets

$15.32 billion

Total accounts

7,401

Employees

125

Disclosure events

Firm details

Website: https://www.linkedin.com/company/ballentinepartners
Telephone: 781-314-1300
SEC file number: 801-71062
Most recent Form ADV filing: 2026-07-13
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$11.23 billion
Non-discretionary regulatory assets under management	$4.09 billion
Total regulatory assets under management	$15.32 billion
Discretionary accounts	4,403
Non-discretionary accounts	2,998
Total accounts	7,401
Regulatory assets under management attributable to non-U.S. persons	$830,180

People

Total employees (excluding clerical)	125
Employees performing investment advisory functions (including research)	87
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	84
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$7.62 billion
Clients for whom the firm has custody	347
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$431.3 million
Clients for whom a related person has custody	8
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	10

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Recommends brokers or dealers to clients

Client types

Type of client	Clients	Assets
High net worth individuals	342	$14.85 billion
Pooled investment vehicles (other than investment companies and BDCs)	8	$431.3 million
Charitable organizations	3	$40.1 million