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BALLENTINE PARTNERS

WALTHAM, MA · CRD 152802 · IAPD ↗ · 781-314-1300

$15.32BRegulatory AUM
87Advisory reps
125Employees
10Clients
251-500Planning clients
10Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
August 2026 — BALLENTINE PARTNERS notice-filed in HI, MD, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — BALLENTINE PARTNERS reported RAUM up 28% ($12.01B -> $15.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2025 — BALLENTINE PARTNERS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
July 2024 — BALLENTINE PARTNERS notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.