Ballentine Partners is a family office - multi based in Waltham, United States, founded in 1984. Verified contact details, AUM data, and investment preferences on FindLPs.
As an independent multi-family office, Ballentine Partners mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We scale our services to meet the variety of our clients' needs, whether it's investment management and planning for a young business owner or a full suite of family office services for a multi-generational family, including family meetings and education, philanthropic advising, and family office administration. Ballentine Partners' investment portfolio is valued at over $11.3 billion, as of March 31, 2024, with investments in private equity. Investments in private equity include venture capital fund strategies diversified in geographical locations across the United States. The firm is open to any first-time fund investments.
Investment types: Private Equity, Venture Capital - Later Stage, Joint Venture/Partner, Venture Capital, Real Estate, Fixed Income
Sectors & themes: Investment Management, Wealth & Estate Planning, Retirement Planning, Corporate Finance Consulting, Charitable Investments Finance, Financial Services, High-Level Sectors, Non-Profit
Preferred geographies: United States, Global, Africa, Asia/Pacific, Australia/New Zealand, Canada, Europe, Emerging Markets, United Kingdom, Latin America
Location: 230 Third Avenue\n6th Floor\nWaltham, MA\n2451\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.