BALLENTINE PARTNERS, LLC
WALTHAM, MA

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

  1. US Businesses
  2. Companies in Florida
  3. 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

BALLENTINE LAUNDRY LLC BALLENTINE LAW, PLLC BALLENTINE PHOTOGRAPHY LLC BALLENTINE PROPERTIES II LLC BALLENTINE PROPERTIES, LLC

Officers and Directors

The BALLENTINE PARTNERS, LLC managed by the three persons from WALTHAM on following positions: President, CFO, Manager

Andrew Mcmorrow

Position
President Active
From
WALTHAM, MA, MA
Andrew Mcmorrow Related Companies

Jeffrey Potter

Position
CFO Active
From
WALTHAM, MA, MA
Jeffrey Potter Related Companies

Coventry Edwards-Pitt

Position
Manager Active
From
WALTHAM, MA, MA
Coventry Edwards-Pitt Related Companies



Registered Agent is CORPORATION SERVICE COMPANY

Address
1201 HAYS STREET, TALLAHASSEE, FL, 32301, 2525

Events

July 28, 2015
LC AMENDMENT

Annual Reports

2025
January 27, 2025
2024
January 24, 2024