Ballentine Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waltham, MA. Its latest Form ADV filing, dated March 24, 2026, reports $15.3B in regulatory assets under management, 125 employees, 4 offices, and 7,401 accounts.
Assets Under Management
$15.3B
Employees
125
Offices
4 offices
Total Clients
353
Primary office
WALTHAM, MA
230 3RD AVENUE, SUITE 6, WALTHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.9% of total clients.
Top client categories% of clientsClients
1
HNWI
96.9%
342
2
Pooled Investment Vehicles
2.3%
8
3
Charitable
0.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.3Bas of March 24, 2026
Discretionary73.3%
$11.2B
73% of total RAUM73.3%
Non-discretionary26.7%
$4.1B
27% of total RAUM26.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$15.3B
Total Accounts7,401
10Y AUM Change+$8.9B (+139.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees125
Clients per Employee3:1
10Y Employee Change+57 (+83.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.