{"url":"https://nivawealth.com/firms/ballentine-partners-152802","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/152802","regulatoryAum":15316738538,"crd":"152802","secFileNumber":"801-71062","legalName":"Ballentine Partners, LLC","displayName":"Ballentine Partners","website":"https://ballentinepartners.com","linkedinUrl":"https://www.linkedin.com/company/ballentinepartners","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"230 3rd Avenue, Suite 6","city":"Waltham","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02451"},"tradeNames":[],"registration":{"secApproved":"25 January 2010","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":125,"advisory":87,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":11230777974,"discretionaryAccounts":4403,"nonDiscretionary":4085960564,"nonDiscretionaryAccounts":2998,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":10},"clientTypes":[{"label":"High-net-worth individuals","clients":342,"regulatoryAum":14845286620},{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":431335000},{"label":"Charitable organizations","clients":3,"regulatoryAum":40116918}],"fees":[],"feeNotes":[],"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":7533624689}],"custodyNote":"Ballentine Partners has custody of $7.62B for 347 clients.","otherCustodians":[],"leadership":[{"name":"Andrew McMorrow","title":"President, CEO, Elected Manager","crd":"4615926"},{"name":"William Tickle","title":"Chief Financial Officer","crd":"4902616"},{"name":"John Tubman","title":"Chief Operating Officer","crd":"5192955"},{"name":"Sean Cleary","title":"Chief Compliance Officer","crd":"7902049"},{"name":"Christopher Chandler","title":"Chief Investment Officer","crd":"4864174"},{"name":"Peter Chiappinelli","title":"Chief Investment Officer","crd":"4094005"},{"name":"Jennifer Christian Murtie","title":"Chief Wealth Advisory Officer","crd":"6155714"},{"name":"Jayson Deangelis","title":"Chief Development Officer","crd":"4672117"},{"name":"Jennifer Eaton","title":"Elected Manager","crd":"5203480"},{"name":"Coventry Edwards-Pitt","title":"Chief Creative Officer","crd":"3122847"},{"name":"Laurie Gabriel","title":"Elected Manager","crd":"4327707"},{"name":"Stephen Hopkins","title":"Chairman, Elected Manager","crd":"4730599"},{"name":"Kyle Schaffer","title":"Elected Manager","crd":"4623814"},{"name":"Mark Williamson","title":"Elected Manager","crd":"6028033"}],"ownership":[{"label":"Ballentine & Co LLC","detail":"Owner - common shares, member in the 50% to 75% ownership band and a control person, since January 2010."},{"label":"Ballentine 2020 Holdings LLC","detail":"Indirect owner: a member of Ballentine & Co LLC in the 50% to 75% band and a control person, since June 2020.","parent":"Ballentine & Co LLC"},{"label":"Kyle Schaffer","detail":"Indirect owner: member and elected manager of Ballentine & Co LLC and a control person, since January 2020.","parent":"Ballentine & Co LLC"},{"label":"Roy Ballentine","detail":"Indirect owner: elected manager of Ballentine & Co LLC and a control person, since January 2020.","parent":"Ballentine & Co LLC"},{"label":"Brian C Ballentine","detail":"Indirect owner: elected manager of Ballentine 2020 Holdings LLC and a control person, since September 2023.","parent":"Ballentine 2020 Holdings LLC"},{"label":"Stephen Hopkins","detail":"Indirect owner: elected manager of Ballentine & Co LLC and a control person, since September 2023.","parent":"Ballentine & Co LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3801 Pga BLVD","city":"Palm Beach Gardens"}]},{"state":"Massachusetts","offices":2,"addresses":[{"street":"230 3rd Avenue, Suite 6","city":"Waltham","headquarters":true},{"street":"One Post Office Square","city":"Boston"}]},{"state":"New Hampshire","offices":2,"addresses":[{"street":"35 Industrial Way","city":"Rochester"},{"street":"15 N. 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They include 342 high-net-worth individuals, 8 pooled investment vehicles and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ballentine Partners offer?","answer":"Ballentine Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ballentine Partners use?","answer":"Ballentine Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $7,533,624,689. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ballentine Partners have?","answer":"Ballentine Partners has 84 investment adviser representatives registered with state securities authorities, out of 125 employees, and 87 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ballentine Partners invest in?","answer":"At the end of its last fiscal year, Ballentine Partners’ separately managed accounts held 62% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 11% state and local bonds, 7% pooled vehicles (private funds and similar) and 6% cash and equivalents. It advises 10 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ballentine Partners?","answer":"Ballentine Partners’ direct owner is Ballentine & Co LLC (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ballentine Partners get paid?","answer":"Ballentine Partners is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. 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