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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-06 |
| NH | RA | APPROVED | 2024-10-23 |
| MA | RA | APPROVED | 2010-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners, Llc | Waltham | MA | 01/2011 | 05/2024 |
| Ballentine Partners, Llc | Waltham | MA | 05/2024 | Present |
| Ballentine Partners Llc | Waltham | MA | 07/2026 | Present |
Investment Committee Member - Wright Museum - Investment Committee. Not compensated, outside business hours Endowment Trustees - Wolfeboro Area Children's Center - Member of WACC Board of Trustees. Not compensated, outside business hours Advisory board member - The Bulfinch Companies - Attend advisory board meetings and provide commentary on real estate market as well as investment positioning. Not compensated, outside business hours Investment Committee - Circle Program - Help oversee investments of the endowment. Not compensated, outside business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-29 |
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