BALENTINE LLC
Legal name: BALENTINE
CRD #152511 SEC #801-70910 ATLANTA, GA (404) 537-4800
SEC Registered Private Funds
Total AUM
$5.3B
Discretionary
$5B
Employees
64
Clients
101
Accounts
3,796
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $5.3B | $5B | $269.4M | 64 | 0 |
| Aug 2025 | $5.3B | $5B | $269.4M | 64 | 0 |
| Mar 2025 | $5.3B | $5B | $269.4M | 64 | 0 |
| Jan 2025 | $4.7B | $4.4B | $309.9M | 56 | 0 |
| Dec 2024 | $4.7B | $4.4B | $309.9M | 56 | 0 |
| Sep 2024 | $4.7B | $4.4B | $309.9M | 56 | 0 |
| Aug 2024 | $4.7B | $4.4B | $309.9M | 56 | 0 |
| Aug 2024 | $4.7B | $4.4B | $309.9M | 56 | 0 |
| Apr 2024 | $4.7B | $4.4B | $309.9M | 56 | 0 |
| Mar 2024 | $4.7B | $4.4B | $309.9M | 56 | 0 |
| Apr 2023 | $4.4B | $4B | $341.1M | 53 | 0 |
| Mar 2023 | $4.4B | $4B | $341.1M | 53 | 0 |
| Sep 2022 | $4.6B | $4.1B | $475M | 43 | 241 |
| Apr 2022 | $4.6B | $4.1B | $475M | 43 | 241 |
| Feb 2022 | $3.3B | $3.2B | $185.8M | 37 | 322 |
| Apr 2021 | $3.3B | $3.2B | $185.8M | 37 | 322 |
| Mar 2021 | $2.8B | $2.4B | $341.5M | 40 | 4 |
| Jul 2020 | $2.8B | $2.4B | $341.5M | 40 | 4 |
| Jul 2020 | $2.8B | $2.4B | $341.5M | 40 | 4 |
| Jun 2020 | $2.8B | $2.4B | $341.5M | 40 | 4 |
| Mar 2020 | $2.4B | $2.1B | $386.1M | 40 | 4 |
| Mar 2019 | $2.6B | $2.2B | $453.5M | 34 | 2 |
| Apr 2018 | $2.5B | $1.7B | $734.2M | 32 | 3 |
| Mar 2018 | $2.5B | $1.7B | $734.2M | 32 | 3 |
| Mar 2017 | $1.8B | $1.8B | $19M | 30 | 200 |
| Mar 2016 | $1.5B | $1.3B | $217.3M | 29 | 233 |
| Mar 2015 | $1.3B | $1B | $250.7M | 25 | 216 |
| Dec 2014 | $1.3B | $994.9M | $266.6M | 21 | 200 |
| Jun 2014 | $1.3B | $994.9M | $266.6M | 21 | 200 |
| Mar 2014 | $1.3B | $994.9M | $266.6M | 21 | 200 |
| Nov 2013 | $1.5B | $912.1M | $571M | 22 | 200 |
| Apr 2013 | $1.5B | $912.1M | $571M | 22 | 200 |
| Dec 2012 | $1.4B | $853.1M | $553.7M | 24 | 200 |
| Aug 2012 | $1.4B | $853.1M | $553.7M | 11 | 200 |
| Apr 2012 | $1.1B | $677.4M | $375M | 11 | 200 |
| Mar 2012 | $1.1B | $677.4M | $375M | 11 | 200 |
| Jan 2012 | $1.1B | $677.4M | $375M | 11 | 200 |
| Mar 2011 | $788.4M | $388.3M | $400.1M | -- | -- |
| Mar 2011 | $86.2M | $86.2M | $0 | -- | -- |
| Jan 2011 | $86.2M | $86.2M | $0 | -- | -- |
| May 2010 | $86.2M | $86.2M | $0 | -- | -- |
| Mar 2010 | $86.2M | $86.2M | $0 | -- | -- |
DateSep 2025
Total AUM$5.3B
Discretionary$5B
Non-Disc.$269.4M
Employees64
Clients0
DateAug 2025
Total AUM$5.3B
Discretionary$5B
Non-Disc.$269.4M
Employees64
Clients0
DateMar 2025
Total AUM$5.3B
Discretionary$5B
Non-Disc.$269.4M
Employees64
Clients0
DateJan 2025
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$309.9M
Employees56
Clients0
DateDec 2024
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$309.9M
Employees56
Clients0
DateSep 2024
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$309.9M
Employees56
Clients0
DateAug 2024
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$309.9M
Employees56
Clients0
DateAug 2024
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$309.9M
Employees56
Clients0
DateApr 2024
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$309.9M
Employees56
Clients0
DateMar 2024
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$309.9M
Employees56
Clients0
DateApr 2023
Total AUM$4.4B
Discretionary$4B
Non-Disc.$341.1M
Employees53
Clients0
DateMar 2023
Total AUM$4.4B
Discretionary$4B
Non-Disc.$341.1M
Employees53
Clients0
DateSep 2022
Total AUM$4.6B
Discretionary$4.1B
Non-Disc.$475M
Employees43
Clients241
DateApr 2022
Total AUM$4.6B
Discretionary$4.1B
Non-Disc.$475M
Employees43
Clients241
DateFeb 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$185.8M
Employees37
Clients322
DateApr 2021
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$185.8M
Employees37
Clients322
DateMar 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$341.5M
Employees40
Clients4
DateJul 2020
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$341.5M
Employees40
Clients4
DateJul 2020
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$341.5M
Employees40
Clients4
DateJun 2020
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$341.5M
Employees40
Clients4
DateMar 2020
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$386.1M
Employees40
Clients4
DateMar 2019
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$453.5M
Employees34
Clients2
DateApr 2018
Total AUM$2.5B
Discretionary$1.7B
Non-Disc.$734.2M
Employees32
Clients3
DateMar 2018
Total AUM$2.5B
Discretionary$1.7B
Non-Disc.$734.2M
Employees32
Clients3
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$19M
Employees30
Clients200
DateMar 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$217.3M
Employees29
Clients233
DateMar 2015
Total AUM$1.3B
Discretionary$1B
Non-Disc.$250.7M
Employees25
Clients216
DateDec 2014
Total AUM$1.3B
Discretionary$994.9M
Non-Disc.$266.6M
Employees21
Clients200
DateJun 2014
Total AUM$1.3B
Discretionary$994.9M
Non-Disc.$266.6M
Employees21
Clients200
DateMar 2014
Total AUM$1.3B
Discretionary$994.9M
Non-Disc.$266.6M
Employees21
Clients200
DateNov 2013
Total AUM$1.5B
Discretionary$912.1M
Non-Disc.$571M
Employees22
Clients200
DateApr 2013
Total AUM$1.5B
Discretionary$912.1M
Non-Disc.$571M
Employees22
Clients200
DateDec 2012
Total AUM$1.4B
Discretionary$853.1M
Non-Disc.$553.7M
Employees24
Clients200
DateAug 2012
Total AUM$1.4B
Discretionary$853.1M
Non-Disc.$553.7M
Employees11
Clients200
DateApr 2012
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$375M
Employees11
Clients200
DateMar 2012
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$375M
Employees11
Clients200
DateJan 2012
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$375M
Employees11
Clients200
DateMar 2011
Total AUM$788.4M
Discretionary$388.3M
Non-Disc.$400.1M
Employees--
Clients--
DateMar 2011
Total AUM$86.2M
Discretionary$86.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$86.2M
Discretionary$86.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$86.2M
Discretionary$86.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$86.2M
Discretionary$86.2M
Non-Disc.$0
Employees--
Clients--