Ballentine Partners
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 152802
- Registered since
- January 25, 2010
- Website
- ballentinepartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI96.92%
- Pooled Investment Vehicles2.82%
- Charitable Organizations0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ballentine Partners operates as an independent, SEC-registered registered investment adviser organized as an LLC and active since 2010. The firm serves both individual and institutional clients and functions as a capital allocator, advising on financial planning and managing portfolios for individuals, small businesses and pooled investment vehicles. Services include selection of third‑party advisers and educational workshops. Its fee arrangements span percentage‑of‑AUM, hourly and fixed-fee structures as well as other customized billing. The firm describes itself as an active ESG investor and holds sponsor/GP/managing‑member roles in pooled investment vehicles. Ballentine Partners has been recognized in industry rankings, including placement on Barron’s Top 100 RIA list (2023–2025), a Barron’s listing earlier, a FA Magazine Top RIA mention in 2020 and an Elite Advisors mention from CNBC in 2026.
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 Equities62%
- Public Funds/Mutual Funds14%
- State & Local Bonds11%
- Private Funds7%
- Cash & Cash Equivalents6%
Owners & executives
3 of 7
John Tubman
Partner & Chief Operating OfficerCRD 5192955
Jayson Deangelis
Partner, Chief Development OfficerCRD 4672117
Coventry Edwards-pitt
Chief Creative OfficerCRD 3122847
Contacts
3 of 86
Debra Whitney
Partner, Senior Client AdvisorCRD 5656632
Lisa Lamb
Wealth PlannerCRD 5879827
David Ferraro
Wealth PlannerCRD 5894921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 168Active vs passive
$6.4B in ETFs
96%
$6.1B
1%
$249M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $2B | 5,455,709 | 31.65% |
Location
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 230 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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