Family Office
Ballentine Partners LLC
Ballentine Partners LLC invests a family's own capital, often with no fixed holding period.
Stated investment criteria
What Ballentine Partners LLC says it buys
Read from Ballentine Partners LLC’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| People listed on its team page | 511 |
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Ballentine Partners LLC to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Ballentine Partners LLC is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $15bn |
| Employees | 125 |
| Private funds advised | 9 · $482m gross |
| SEC adviser number | CRD 152802 |
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