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Ballentine Partners CRD 152802
$15.3B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-26 |
| ME | RA | APPROVED | 2021-12-09 |
| NH | RA | APPROVED | 2021-10-25 |
| MA | RA | APPROVED | 2016-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners Llc | Waltham | MA | 01/2016 | 01/2018 |
| Ballentine Partners, Llc | Waltham | MA | 01/2018 | 02/2024 |
| Ballentine Partners, Llc | Rochester | NH | 02/2024 | 03/2026 |
| Ballentine Partners, Llc | Rochester | NH | 04/2026 | Present |
MidCoast SLP is a private speech and language professional practice that conducts evaluations and treatment targeting communication disorders. Calvin is part owner (49%) of the practice. Start date: 4/5/23. No more than 5 hours per month dedicated to helping with the business. Outside of unforeseen circumstances, no time should be spent during trading hours. Capacity is mainly an advisory capacity. Helping think through the overall strategy and how to think about financial aspects of the business (expenses, taxes, retirement accounts, etc.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-27 |
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