BALLENTINE PARTNERS Overview

Ballentine Partners Llc is an investment advisor that manages 5.2 BN dollars in regulatory AUM and has 53 employees, of which 48 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 24% of the manager's regulatory AUM.

BALLENTINE PARTNERS StockAlpha

-5.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BALLENTINE PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 26.74% ETF 4.28% 0.12% 1 10%
IVV 8.31% ETF 3.82% -0% 0 9%
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BALLENTINE PARTNERS Founders and Key Employees

Name Title In Position Since
Claudia J. Shilo Cfo January-2010
Kyle J. Schaffer Vice President, Elected Manager January-2010
Gregory L. Peterson Vice President January-2010
Andrew J. Mcmorrow President, Elected Manager October-2011
Coventry Edwards-Pitt Chief Wealth Advisory Officer / Vice President October-2011
Roy C. Ballentine Chief Compliance Officer January-2010
Roy C. Ballentine Ceo, Elected Manager October-2011
Thomas W. Bullitt Vice President October-2010
Paul M. Montrone Elected Manager December-2010
Paul M. Meister Elected Manager January-2012
William L. Braman Cio June-2012

BALLENTINE PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company

BALLENTINE PARTNERS Investment Strategy

BALLENTINE PARTNERS Portfolio Concentration

BALLENTINE PARTNERS Location

230 THIRD AVENUE
SUITE 6
WALTHAM, Massachusetts
UNITED STATES, 02451

BALLENTINE PARTNERS Contact Information

Phone Number: 781-341-1300
Fax Number: 781-359-8412
Website:

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