As an independent multi-family office, Ballentine Partners mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We scale our services to meet the variety of our clients' needs, whether it's investment management and planning for a young business owner or a full suite of family office services for a multi-generational family, including family meetings and education, philanthropic advising, and family office administration. Ballentine Partners' investment portfolio is valued at over $11.3 billion, as of March 31, 2024, with investments in private equity. Investments in private equity include venture capital fund strategies diversified in geographical locations across the United States. The firm is open to any first-time fund investments.
Public regulatory records matched to Ballentine Partners from SEC and IRS filings.
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Ballentine Partners is a multi family office (mfo) based in Waltham, United States, managing approximately $11.3B in assets.
Ballentine Partners is headquartered in Waltham, United States.
Ballentine Partners manages approximately $11.3B in assets under management.
Ballentine Partners was founded in 1984.
Ballentine Partners focuses on Private Equity, Venture Capital - Later Stage, Joint Venture/Partner, Venture Capital, Real Estate, Fixed Income, Investment Management, Wealth & Estate Planning.
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