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Joshua Bernard Perlmutter

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-27
NH RA APPROVED 2026-08-27
  • MA RA
    APPROVED
    Since 2026-08-27
  • NH RA
    APPROVED
    Since 2026-08-27

Branch Locations

230 Third Ave, 6Th Floor, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ballentine Partners, Llc Waltham MA 06/2026 Present
Unemployed Waltham MA 05/2026 06/2026
Brandeis University Waltham MA 02/2021 05/2026
Ballentine Partners, Llc Waltham MA 06/2025 08/2025
Sprinklr New York NY 06/2021 08/2021
Brandeis University Waltham MA 08/2020 05/2026
Dartmouth College Hanover NH 04/2018 08/2020
Dartmouth College Hanover NH 09/2016 06/2020
Draper Cambridge MA 09/2018 12/2018
Content Raven Framingham MA 07/2017 09/2017
  • 06/2026 → Present
    Ballentine Partners, Llc
    Waltham, MA
  • 05/2026 → 06/2026
    Unemployed
    Waltham, MA
  • 02/2021 → 05/2026
    Brandeis University
    Waltham, MA
  • 06/2025 → 08/2025
    Ballentine Partners, Llc
    Waltham, MA
  • 06/2021 → 08/2021
    Sprinklr
    New York, NY
  • 08/2020 → 05/2026
    Brandeis University
    Waltham, MA
  • 04/2018 → 08/2020
    Dartmouth College
    Hanover, NH
  • 09/2016 → 06/2020
    Dartmouth College
    Hanover, NH
  • 09/2018 → 12/2018
    Draper
    Cambridge, MA
  • 07/2017 → 09/2017
    Content Raven
    Framingham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-26
  • S65 Uniform Investment Adviser Law Examination
    2026-08-26

View on SEC IAPD

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Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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