Balentine
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 152511
- Registered since
- December 14, 2009
- Website
- www.balentine.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.1%
- State / Municipal Government14.56%
- Charitable Organizations9.52%
- Pooled Investment Vehicles2.99%
- Pension & Profit Sharing Plans0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Balentine is an independent registered investment adviser organized as an LLC and on the SEC register since 2009. The firm serves both individual/family and institutional clients and operates as a capital allocator and sponsor/GP for pooled vehicles. Its advisory services span financial planning, discretionary portfolio management for individuals, small businesses, pooled vehicles and institutions, plus the selection of external managers. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Balentine is not identified as an active ESG investor. The firm has been recognized in the industry, appearing on the Financial Times’ Top 300 RIA firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Private Funds8%
- State & Local Bonds7%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
2 of 2
Michael Pearson
Chief Compliance OfficerCRD 2751813
Adrian Cronje
Chief Executive OfficerCRD 5654719
Contacts
3 of 18Victor Gitau
CRD 8245589
Rebecca Stone
Operations ManagerCRD 4804986
Juwon Hill
Senior Portfolio AnalystCRD 6443816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 165Active vs passive
$2.7B in ETFs
90%
$2.4B
1%
$257M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $630M | 2,889,469 | 23.49% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3344 Peachtree Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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