{
  "crd_number": 152802,
  "slug": "ballentine-partners-waltham-ma-152802",
  "primary_business_name": "BALLENTINE PARTNERS",
  "legal_name": "BALLENTINE PARTNERS, LLC",
  "dbas": [],
  "city": "Waltham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-01-25",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 15316738538.0,
  "raum_discretionary": 11230777974.0,
  "raum_non_discretionary": 4085960564.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 125,
  "advisory_employees": 87,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 40116918.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 14845286620.0,
      "count": 342
    },
    "pooled_investment_vehicles": {
      "raum": 431335000.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MN",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "PA",
    "RI",
    "SC",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://ballentinepartners.com",
    "https://healthywealthywisecollection.com",
    "https://linkedin.com/company/ballentinepartners",
    "https://vimeo.com/user9110426"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152802",
  "city_as_filed": "WALTHAM",
  "url": "https://advisorcensus.com/firm/ballentine-partners-waltham-ma-152802",
  "display_name": "Ballentine Partners",
  "summary": "Ballentine Partners is an SEC-registered investment advisory firm in Waltham, MA, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Ballentine Partners (CRD 152802): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Ballentine Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ballentine Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Ballentine Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.25% to 0.95% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ballentine Partners located?",
      "a": "Ballentine Partners' principal office is in Waltham, MA, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ballentine Partners registered with the SEC or a state?",
      "a": "Ballentine Partners is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152802."
    },
    {
      "q": "How much does Ballentine Partners manage?",
      "a": "Ballentine Partners reports $15,316,738,538 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (73% discretionary)."
    },
    {
      "q": "How have Ballentine Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ballentine Partners: Regulatory assets under management: $8,673,380,006 in the October 2021 data and $15,316,738,538 in the October 2026 data, up 77%. Total employees: 85 in October 2021 and 125 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ballentine Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (342); pooled investment vehicles (other than investment companies and business development companies) (8); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Ballentine Partners use?",
      "a": "Ballentine Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ballentine Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152802"
    },
    {
      "q": "What changed in Ballentine Partners' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in HI, MD, SC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8673380006.0,
      "total_employees": 85,
      "filing_date": "2021-08-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 10519787346.0,
      "total_employees": 79,
      "filing_date": "2022-09-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 9287163956.0,
      "total_employees": 89,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 10768609767.0,
      "total_employees": 90,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12005636010.0,
      "total_employees": 88,
      "filing_date": "2025-06-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 15316738538.0,
      "total_employees": 125,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in HI, MD, SC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 88 to 87.",
        "Regulatory assets under management went from $12,005,636,010 to $15,316,738,538 (+28%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 0.95% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 0.95% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our standard tiered fee schedule based on assets under management for services provided to High Net Worth clients ranges from 0.95% to 0.25% of the value of your portfolio, per annum, with a minimum annual fee of $40,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        0.95
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our standard tiered fee schedule based on assets under management for services provided to High Net Worth clients ranges from 0.95% to 0.25% of the value of your portfolio, per annum, with a minimum annual fee of $40,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ballentine-partners-waltham-ma-152802.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 342,
      "fewer_than_5": false,
      "raum": 14845286620.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 431335000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 40116918.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152802",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}