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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-28 |
| MA | RA | APPROVED | 2021-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cabot-Wellington | Boston | MA | 06/2016 | 12/2019 |
| Cambridge Associates | Boston | MA | 01/2020 | 10/2021 |
| Ballentine Partners, Llc | Waltham | MA | 10/2021 | 02/2025 |
| Ballentine Partners, Llc | Waltham | MA | 02/2025 | Present |
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