The BALLENTINE PARTNERS is a privately held investment adviser that advises $15.37Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. BALLENTINE PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 77.18% over the last 5-years.
The Group has been registered with the SEC for 16.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 230 3RD AVENUE SUITE 6, WALTHAM, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 125 employees comprised of 87 investment and 38 non-investment staff. The total number of Employees increased by 47.06% over the last 5-years.
Their $15.37Bn in assets advised are owned by 9 private funds, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $14.85Bn or 96.6% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $481.84mn or 3.14% of Total Assets.
The Group's top investment strategies include Traditional LBO, Real Estate and Multi Strat, representing 84.8%, 10.22% and 4.98% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BALLENTINE PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.