# BALLENTINE PARTNERS, LLC

BALLENTINE PARTNERS, LLC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 152802
- Type: SEC-registered investment adviser
- SEC file number: 801-71062
- Location: 230 3RD AVENUE, SUITE 6, WALTHAM, MA, 02451
- Phone: 781-314-1300
- Latest filing: 2026-07-13
- Regulatory AUM: $15.3B
- Discretionary AUM: $11.2B
- Non-discretionary AUM: $4.1B
- Clients: 125
- Accounts: 7,401

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (49)

_Showing 25 of 49 people._

| Name | Role | Location |
| --- | --- | --- |
| Stephen Henry Hopkins | CHAIRMAN, ELECTED MANAGER; ELECTED MANAGER | New York, NY |
| Kyle Judge Schaffer | ELECTED MANAGER; MEMBER AND ELECTED MANAGER | — |
| Andrew John Mcmorrow | PRESIDENT, CEO, ELECTED MANAGER | — |
| Coventry Edwards-Pitt | CHIEF CREATIVE OFFICER | — |
| John Barry Tubman | CHIEF OPERATING OFFICER | — |
| Jayson Stephen Deangelis | CHIEF DEVELOPMENT OFFICER | — |
| Jeffrey Weightman Potter | CFO; CHIEF FINANCIAL OFFICER | — |
| Roy Cooper Ballentine | ELECTED MANAGER | — |
| Jennifer Mcgrath Eaton | ELECTED MANAGER | — |
| Jennifer Christian Murtie | CHIEF WEALTH ADVISORY OFFICER; ELECTED MANAGER | — |
| Laurie Allen Gabriel | ELECTED MANAGER | — |
| Mark Neville Williamson | ELECTED MANAGER | — |
| Christopher C Chandler | CHIEF INVESTMENT OFFICER | — |
| Peter Chiappinelli | CHIEF INVESTMENT OFFICER | — |
| Brian C Ballentine | ELECTED MANAGER | — |
| Sean Thomas Cleary | CHIEF COMPLIANCE OFFICER | — |
| Gabriel Paul Allen | ELECTED MANAGER | — |
| Sean Cleary | CHIEF COMPLIANCE OFFICER | — |
| HOPKINS STEPHEN HENRY | CHAIRMAN, ELECTED MANAGER; ELECTED MANAGER | — |
| BALLENTINE ROY COOPER | CEO, ELECTED MANAGER; CHIEF COMPLIANCE OFFICER; ELECTED MANAGER (+4 more) | — |
| SCHAFFER KYLE JUDGE | CIO; ELECTED MANAGER; MEMBER AND ELECTED MANAGER (+1 more) | — |
| SIMON MARC DAVID | CIO | — |
| BRAMAN WILLIAM LAWRENCE | CHIEF INVESTMENT OFFICER; CIO | — |
| MEISTER PAUL | ELECTED MANAGER; OWNER | — |
| BAKER WILLIAM THOMAS | ELECTED MANAGER; MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152802/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152802/similar
- Related entities: https://search.stillhousedata.com/firm/152802/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152802

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.