Ballentine Partners, MA — Investment Adviser | BuildTrust

Active

BALLENTINE PARTNERS

Investment AdviceWALTHAM, MA

Assets Under Management

$12B

Total AUM

Donut chart: Discretionary 9.8B, Non-Discretionary 2.2B
Category	Value
Discretionary	9.8B
Non-Discretionary	2.2B

Adviser Information

Field	Value
CRD Number	152802
SEC Number	801-71062
Street Address	230 3RD AVENUE
Street Address 2	SUITE 6
Location	WALTHAM, MA 02451
Country	United States
Phone	781-314-1300
Fax	781-259-8412
Total Employees	88

Client Count by Type (333 Total)

Horizontal bar chart: High Net Worth Individual… 322, Pooled Investment Vehicle… 8, Charitable Organizations 3
Category	Value
High Net Worth Individual…	322
Pooled Investment Vehicle…	8
Charitable Organizations	3