Ballentine Partners

Asset Manager SEC-registered adviser

Legal name: Ballentine Partners, LLC

Waltham, MA Website LinkedIn

AUM

$15.3B
Regulatory AUM

Private funds

10
Private Equity 9 · Real Estate 1

Private fund assets

$503.6M
Gross asset value

Employees

125

Last Form D raise

Aug 2026
Most recent fund filing

From SEC Form ADV filing (filed Sep 23, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Andrew McMorrow
President, CEO, Elected Manager
Source: SEC Form ADV
C
Christopher Chandler
Chief Investment Officer
Source: SEC Form ADV
K
Kyle Schaffer
Member and Elected Manager, Ballentine &
Source: SEC Form ADV
P
Peter Chiappinelli
Chief Investment Officer
Source: SEC Form ADV
S
Stephen Hopkins
Chairman, Elected Manager
Source: SEC Form ADV

Funds(10)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ballentine Partners Impact Fund IIPrivate Equity$21.8M——Aug 2026Hot
Ballentine Private Equity Fund IVPrivate Equity$50.5M$50.5M17Jan 2026Warm
Ballentine Private Impact Fund, LPPrivate Equity$34.8M$34.8M39Aug 2025Cool
Ballentine Private Equity Fund III, LPPrivate Equity$134.6M$134.6M87Jun 2025Cool
Ballentine Income Opportunities Fund II, LPPrivate Equity$45.8M$45.8M53May 2025Cool
Ballentine Private Real Assets Fund, LPReal Estate$49.2M$49.2M63Apr 2025Cool
Ballentine Private Equity Fund II, LPPrivate Equity$90.6M$90.6M73Apr 2023Cold
Ballentine Income Opportunities Fund, LPPrivate Equity$52.3M$52.3M60Feb 2023Cold
Ballentine Access Fund II, LPPrivate Equity$9.0M$9.0M20Apr 2022Cold
Ballentine Access Fund I, LPPrivate Equity$15.0M$15.0M41Nov 2021Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
152802
SEC file number
801-71062

Sources