BALLENTINE PARTNERS, LLC
Legal name: BALLENTINE PARTNERS
CRD #152802 SEC #801-71062 WALTHAM, MA 781-314-1300
SEC Registered Private Funds
Total AUM
$12B
Discretionary
$9.8B
Employees
88
Clients
251
Accounts
6,877
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $12B | $9.8B | $2.2B | 88 | 11 |
| Jun 2025 | $12B | $9.8B | $2.2B | 88 | 11 |
| Jun 2025 | $12B | $9.8B | $2.2B | 88 | 11 |
| May 2025 | $12B | $9.8B | $2.2B | 88 | 11 |
| Apr 2025 | $12B | $9.8B | $2.2B | 88 | 11 |
| Mar 2025 | $12B | $9.8B | $2.2B | 88 | 11 |
| Jan 2025 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Dec 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Dec 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Dec 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Dec 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Oct 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Sep 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Sep 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Jul 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Jun 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Jun 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| May 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Apr 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Mar 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Mar 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Mar 2024 | $10.8B | $8.4B | $2.4B | 90 | 19 |
| Dec 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Nov 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Nov 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Nov 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Oct 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Oct 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Oct 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Sep 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Jul 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Apr 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Mar 2023 | $9.3B | $7B | $2.2B | 89 | 10 |
| Nov 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Nov 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Oct 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Sep 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Sep 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Sep 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Sep 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Jun 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Jun 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Apr 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Apr 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Mar 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Mar 2022 | $10.5B | $7.7B | $2.9B | 79 | 12 |
| Feb 2022 | $8.7B | $6.4B | $2.3B | 85 | 7 |
| Dec 2021 | $8.7B | $6.4B | $2.3B | 85 | 7 |
| Oct 2021 | $8.7B | $6.4B | $2.3B | 85 | 7 |
| Oct 2021 | $8.7B | $6.4B | $2.3B | 85 | 7 |
| Aug 2021 | $8.7B | $6.4B | $2.3B | 85 | 7 |
| Jun 2021 | $8.7B | $6.4B | $2.3B | 85 | 7 |
| May 2021 | $8.7B | $6.4B | $2.3B | 85 | 7 |
| Mar 2021 | $8.7B | $6.4B | $2.3B | 85 | 7 |
| Sep 2020 | $7.9B | $5.6B | $2.4B | 79 | 1 |
| Jul 2020 | $7.9B | $5.6B | $2.4B | 79 | 1 |
| Jun 2020 | $7.9B | $5.6B | $2.4B | 79 | 1 |
| Apr 2020 | $7.9B | $5.6B | $2.4B | 79 | 1 |
| Mar 2020 | $7.9B | $5.6B | $2.4B | 79 | 1 |
| Sep 2019 | $6.4B | $4.2B | $2.2B | 73 | 0 |
| Aug 2019 | $6.4B | $4.2B | $2.2B | 73 | 0 |
| Apr 2019 | $6.4B | $4.2B | $2.2B | 73 | 0 |
| Mar 2019 | $6.4B | $4.2B | $2.2B | 73 | 0 |
| Dec 2018 | $6.7B | $4.1B | $2.6B | 72 | 0 |
| Mar 2018 | $6.7B | $4.1B | $2.6B | 72 | 0 |
| Mar 2017 | $6.4B | $3.2B | $3.2B | 68 | 500 |
| Mar 2016 | $6B | $3.1B | $2.9B | 55 | 300 |
| Jan 2016 | $5.2B | $2.3B | $3B | 53 | 300 |
| Jul 2015 | $5.2B | $2.3B | $3B | 53 | 300 |
| Apr 2015 | $5.2B | $2.3B | $3B | 53 | 300 |
| Apr 2015 | $5.2B | $2.3B | $3B | 53 | 300 |
| Mar 2015 | $5.2B | $2.3B | $3B | 53 | 300 |
| Mar 2015 | $5.2B | $2.3B | $3B | 53 | 300 |
| Oct 2014 | $4.8B | $2.3B | $2.5B | 51 | 300 |
| Mar 2014 | $4.8B | $2.3B | $2.5B | 51 | 300 |
| Mar 2013 | $3.8B | $2B | $1.8B | 44 | 300 |
| Apr 2012 | $3.6B | $2.1B | $1.5B | 11 | 300 |
| Apr 2012 | $3.6B | $2.1B | $1.5B | 11 | 300 |
| Mar 2011 | $3.2B | $1.9B | $1.3B | -- | -- |
| Feb 2011 | $2.9B | $1.7B | $1.2B | -- | -- |
| Feb 2011 | $2.9B | $1.7B | $1.2B | -- | -- |
| May 2010 | $2.9B | $1.7B | $1.2B | -- | -- |
| Jan 2010 | $2.5B | $1.5B | $1B | -- | -- |
DateAug 2025
Total AUM$12B
Discretionary$9.8B
Non-Disc.$2.2B
Employees88
Clients11
DateJun 2025
Total AUM$12B
Discretionary$9.8B
Non-Disc.$2.2B
Employees88
Clients11
DateJun 2025
Total AUM$12B
Discretionary$9.8B
Non-Disc.$2.2B
Employees88
Clients11
DateMay 2025
Total AUM$12B
Discretionary$9.8B
Non-Disc.$2.2B
Employees88
Clients11
DateApr 2025
Total AUM$12B
Discretionary$9.8B
Non-Disc.$2.2B
Employees88
Clients11
DateMar 2025
Total AUM$12B
Discretionary$9.8B
Non-Disc.$2.2B
Employees88
Clients11
DateJan 2025
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateDec 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateDec 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateDec 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateDec 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateOct 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateSep 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateSep 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateJul 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateJun 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateJun 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateMay 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateApr 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateMar 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateMar 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateMar 2024
Total AUM$10.8B
Discretionary$8.4B
Non-Disc.$2.4B
Employees90
Clients19
DateDec 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateNov 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateNov 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateNov 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateOct 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateOct 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateOct 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateSep 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateJul 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateApr 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateMar 2023
Total AUM$9.3B
Discretionary$7B
Non-Disc.$2.2B
Employees89
Clients10
DateNov 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateNov 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateOct 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateSep 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateSep 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateSep 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateSep 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateJun 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateJun 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateApr 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateApr 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateMar 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateMar 2022
Total AUM$10.5B
Discretionary$7.7B
Non-Disc.$2.9B
Employees79
Clients12
DateFeb 2022
Total AUM$8.7B
Discretionary$6.4B
Non-Disc.$2.3B
Employees85
Clients7
DateDec 2021
Total AUM$8.7B
Discretionary$6.4B
Non-Disc.$2.3B
Employees85
Clients7
DateOct 2021
Total AUM$8.7B
Discretionary$6.4B
Non-Disc.$2.3B
Employees85
Clients7
DateOct 2021
Total AUM$8.7B
Discretionary$6.4B
Non-Disc.$2.3B
Employees85
Clients7
DateAug 2021
Total AUM$8.7B
Discretionary$6.4B
Non-Disc.$2.3B
Employees85
Clients7
DateJun 2021
Total AUM$8.7B
Discretionary$6.4B
Non-Disc.$2.3B
Employees85
Clients7
DateMay 2021
Total AUM$8.7B
Discretionary$6.4B
Non-Disc.$2.3B
Employees85
Clients7
DateMar 2021
Total AUM$8.7B
Discretionary$6.4B
Non-Disc.$2.3B
Employees85
Clients7
DateSep 2020
Total AUM$7.9B
Discretionary$5.6B
Non-Disc.$2.4B
Employees79
Clients1
DateJul 2020
Total AUM$7.9B
Discretionary$5.6B
Non-Disc.$2.4B
Employees79
Clients1
DateJun 2020
Total AUM$7.9B
Discretionary$5.6B
Non-Disc.$2.4B
Employees79
Clients1
DateApr 2020
Total AUM$7.9B
Discretionary$5.6B
Non-Disc.$2.4B
Employees79
Clients1
DateMar 2020
Total AUM$7.9B
Discretionary$5.6B
Non-Disc.$2.4B
Employees79
Clients1
DateSep 2019
Total AUM$6.4B
Discretionary$4.2B
Non-Disc.$2.2B
Employees73
Clients0
DateAug 2019
Total AUM$6.4B
Discretionary$4.2B
Non-Disc.$2.2B
Employees73
Clients0
DateApr 2019
Total AUM$6.4B
Discretionary$4.2B
Non-Disc.$2.2B
Employees73
Clients0
DateMar 2019
Total AUM$6.4B
Discretionary$4.2B
Non-Disc.$2.2B
Employees73
Clients0
DateDec 2018
Total AUM$6.7B
Discretionary$4.1B
Non-Disc.$2.6B
Employees72
Clients0
DateMar 2018
Total AUM$6.7B
Discretionary$4.1B
Non-Disc.$2.6B
Employees72
Clients0
DateMar 2017
Total AUM$6.4B
Discretionary$3.2B
Non-Disc.$3.2B
Employees68
Clients500
DateMar 2016
Total AUM$6B
Discretionary$3.1B
Non-Disc.$2.9B
Employees55
Clients300
DateJan 2016
Total AUM$5.2B
Discretionary$2.3B
Non-Disc.$3B
Employees53
Clients300
DateJul 2015
Total AUM$5.2B
Discretionary$2.3B
Non-Disc.$3B
Employees53
Clients300
DateApr 2015
Total AUM$5.2B
Discretionary$2.3B
Non-Disc.$3B
Employees53
Clients300
DateApr 2015
Total AUM$5.2B
Discretionary$2.3B
Non-Disc.$3B
Employees53
Clients300
DateMar 2015
Total AUM$5.2B
Discretionary$2.3B
Non-Disc.$3B
Employees53
Clients300
DateMar 2015
Total AUM$5.2B
Discretionary$2.3B
Non-Disc.$3B
Employees53
Clients300
DateOct 2014
Total AUM$4.8B
Discretionary$2.3B
Non-Disc.$2.5B
Employees51
Clients300
DateMar 2014
Total AUM$4.8B
Discretionary$2.3B
Non-Disc.$2.5B
Employees51
Clients300
DateMar 2013
Total AUM$3.8B
Discretionary$2B
Non-Disc.$1.8B
Employees44
Clients300
DateApr 2012
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees11
Clients300
DateApr 2012
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees11
Clients300
DateMar 2011
Total AUM$3.2B
Discretionary$1.9B
Non-Disc.$1.3B
Employees--
Clients--
DateFeb 2011
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees--
Clients--
DateFeb 2011
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees--
Clients--
DateMay 2010
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2010
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$1B
Employees--
Clients--