Ballentine Partners, LLC
● SEC registered since 2010CRD 152802SEC# 801-71062Waltham, MA
Ranks #660 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$15.32B
Fund GAV
$481.8M
Private funds
9
Employees
125
Accounts
7,401
Location
Waltham, MA
Ballentine Partners, LLC assets under management
Ballentine Partners, LLC operates as an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 2010. It reports $15.3 billion in regulatory assets under management and employs 125 people. Ballentine Partners, LLC manages 9 private funds with combined gross assets of $481.8 million, including Ballentine Private Equity Fund III, LP. By regulatory assets, it ranks 660 of 6,004 private fund managers.
Ballentine Partners, LLC private funds
9 funds · $481.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ballentine Private Equity Fund III, LP | Private Equity | $134.6M | $250K |
| Ballentine Private Equity Fund II, LP | Private Equity | $90.6M | $250K |
| Ballentine Income Opportunities Fund, LP | Private Equity | $52.3M | $250K |
See all 9 funds — unlock the full record.
Join to unlock · $37/moBallentine Partners, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John McMorrow Control | President, Ceo, Elected Manager | Under 5% | 2016 |
| Ballentine & Co LLC Control | Owner - Common Shares, Member | 50-75% | 2010 |
| Christopher C Chandler Control | Chief Investment Officer | Under 5% | 2023 |
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ballentine Partners, LLC manage?
Ballentine Partners, LLC reports $15.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Ballentine Partners, LLC manage?
Ballentine Partners, LLC manages 9 private funds with combined gross assets of $481.8 million.
How many employees does Ballentine Partners, LLC have?
Ballentine Partners, LLC reports 125 employees.
Where is Ballentine Partners, LLC located?
Ballentine Partners, LLC is based in Waltham, MA and has been SEC-registered since 2010.
Does Ballentine Partners, LLC disclose fund performance?
Ballentine Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 230 3rd Avenue, Suite 6, Waltham, MA 02451 |
| Phone | 781-314-1300 |
| Fax | 781-259-8412 |
| Office hours | 8:30-5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$15.32B▲ 42%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$15.32Bregulatory AUM
Discretionary $11.23BNon-discretionary $4.09B
Fund type mix
Private Equity8
Real Estate1