Ballentine Partners

Ballentine Partners

Waltham, Massachusettsballentinepartners.com

Overview

Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a holistic approach to wealth management . The firm provides financial planning and related consulting services . Ballentine Partners offers a variety of services, including cash-flow planning, investment strategy and execution, cash management and estate planning .

Year Founded

1984

AUM

$12B

Portfolio Companies

1

Investments

CompanyDateStageLead
BastilleSep 2017Series B-

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

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2021
2022
2023
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2025
2026

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Firmographic Details

HeadquartersWaltham, Massachusetts
Year Founded1984
AUM$12B

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