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 is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2010. The firm serves both individual and family clients as well as institutional investors, and functions as a capital allocator and sponsor/GP/managing member of pooled investment vehicles. Its fee structures include percentage-of-AUM charges alongside hourly and fixed-fee arrangements. Service offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, management of pooled vehicles, manager selection, and educational workshops. The firm identifies as an active ESG investor and allocates across public and private strategies. Ballentine has received several industry recognitions, including placement on FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIA Firms (2023, 2024, 2025), and CNBC’s Elite Advisors list (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
Sean Cleary
Chief Compliance & Risk OfficerCRD 7902049
Coventry Edwards-pitt
Chief Creative OfficerCRD 3122847
Contacts
3 of 83
Christopher Chandler
Partner, Senior Investment AdvisorCRD 4864174
Chloe Villemure
Portfolio AnalystCRD 7785831
Cody Mccallum
Senior Client AdvisorCRD 6503730
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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