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Ballentine Partners

EST. AUM
$15,316,738,538

CONTACTS
17

CLIENT ACCOUNTS
7,401

Firm Details

Metro area Boston
CRD Number 152802
Website ballentinepartners.com
Client types

Overview

Ballentine is headquartered in Waltham, Massachusetts. Another key office is located down in Palm Beach Gardens, Florida. While a majority of their research team and investment team is located in Waltham, be mindful of a couple of key contacts in that Florida office: Bruce Simon, director of research, and Chris Chandler, one of the senior investment advisors. Will Braman is the CIO, and still very active in the manager evaluations and selections.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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