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Building 2BALLENTINE PARTNERS

Map pinWALTHAM, MA
Phone781-314-1300
NotebookSEC #801-71062
Total AUM
$15.3B
Employees
125
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 3RD AVENUE
SUITE 6
WALTHAM
MA 02451
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
781-314-1300
Other Offices
4

ReceiptFinancials

Total AUM
$15.3B
Accounts
7,401
Discretionary
$11.2B
Accounts
4,403
Non-Discretionary
$4.1B
Accounts
2,998

ContactClients

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HNW Individual Clients
342
AUM
$14.8B
Pooled Vehicle Clients
8
AUM
$431.3M
Charitable Organization Clients
3
AUM
$40.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAIDILINKYLAMAMEMNMTNCNHNJNVNYOHOKPARITXUTVAVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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