The BALLENTINE CAPITAL ADVISORS is a privately held investment adviser that advises $1.06Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BALLENTINE CAPITAL ADVISORS 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 795.71% over the last 5-years.
The Group has been registered with the SEC for 5.48 years and is comprised of 2 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 15 HALTON GREEN WAY, GREENVILLE, SOUTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 23 employees comprised of 23 investment and 0 non-investment staff. The total number of Employees increased by 666.67% over the last 5-years.
Their $1.06Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 27 other accounts. Assets of High Net Worth Individuals clients own $677.87mn or 63.71% of Total Assets and Individuals own $347.9mn or 32.7% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
BALLENTINE CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.