Ballentine Partners, LLC is an independent wealth management firm based in WALTHAM, Florida, providing comprehensive investment and family office services tailored to wealthy families and entrepreneurs. Under the leadership of Stephen Hopkins—a partner with extensive experience spanning organizations like Citigroup and Legg Mason—Ballentine Partners excels in delivering strategic planning skills and investment expertise essential for managing complex multigenerational families and businesses. Established in 2015, the firm holds a commitment to serving as exclusive advocates for their clients without accepting commissions or retailing investment products.
Ballentine Partners prides itself on being a pioneer in offering objective, comprehensive financial advice and has maintained its status as an industry thought leader for over three decades. The firm's senior members bring rich diversity in backgrounds, including roles in investment management, corporate strategy, corporate finance, family business dynamics, and public accounting. Career paths at Ballentine Partners typically center around investment analysis and management, and financial planning.
Featuring multiple office locations with phone numbers nationwide, the company operates under the status defined by Florida's Department of State, bearing the filed number M15000002184. The principal mailing address is P.O. Box 1860 in Wolfeboro, NH, ensuring connectivity across various states through contact points such as Florida and New Hampshire.
Ballentine Partners has sustained operational transparency with its most recent annual report submitted on January 24, 2024, signaling an ongoing commitment to regulatory compliance and corporate governance.
KEY FACTS ABOUT BALLENTINE PARTNERS, LLC
-
US Businesses
-
Companies in Florida
-
Leon County Companies
- Company name
- BALLENTINE PARTNERS, LLC
- Status
- Active
- Filed Number
- M15000002184
- FEI Number
- 271557796
- Date of Incorporation
-
March 24, 2015
Age - 11 years
- Home State
- DE
- Company Type
- Foreign Limited Liability
CONTACTS
- Website
- http://ballentinepartners.com
- Phones
-
(781) 314-1300
(603) 569-1717
(561) 508-4500
(603) 737-1220
(781) 314-1321
(781) 314-1312
(781) 314-1322
(781) 907-7325
(603) 737-1212
(781) 314-1316
(561) 508-4512
(603) 737-1230
(781) 314-1329
(781) 314-1337
(781) 314-1330
(781) 314-1338
(781) 314-1315
(781) 314-1339
(781) 314-1336
(781) 314-1326
(561) 508-4510
(781) 314-1332
(781) 314-1323
(781) 314-1334
(781) 314-1311
(781) 314-1313
(561) 508-4513
(781) 314-1333
(781) 314-1328
(781) 314-1304
(781) 907-7353
(781) 314-1343
(781) 314-1307
(781) 907-7358
(781) 907-7354
(561) 508-4514
(781) 907-7360
(603) 737-1210
(603) 737-1234
(781) 314-1305
(781) 314-1346
(781) 314-1317
(781) 314-1347
(603) 737-1228
(781) 907-7365
(603) 737-1208
(781) 907-7359
(781) 907-7351
(781) 907-1352
(561) 508-4509
(781) 907-7361
(603) 737-1209
BALLENTINE PARTNERS, LLC NEAR ME
- Principal Address
- 230 3RD AVE 6TH FLOOR,
WALTHAM,
MA,
02451,
US
- Mailing Address
- P O BOX 1860,
WOLFEBORO,
NH,
03894,
US
See Also