| 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 |
| 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 |
Ballentine Partners, LLC reports $12 billion in regulatory assets under management on its Form ADV.
Ballentine Partners, LLC manages 8 private funds with combined gross assets of $431.3 million.
Ballentine Partners, LLC reports 88 employees.
Ballentine Partners, LLC is based in Waltham, MA and has been SEC-registered since 2010.
Ballentine Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $9.76B |
| Non-discretionary | $2.24B |
| Total (RAUM) | $12.01B |