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⚲
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| Ballentine Capital Advisors Inc
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|
|
|---|---|
| CRD # | 140913 |
| SEC # | 801-120268 |
| CIK # | 0002011580 |
| AUM | $231.9 MM (2024-06-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 864-322-6046 |
| Address | 15 Halton Green Way Greenville, SC 29607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 89.4 |
| (b) Individuals (high net worth individuals) | 85 | 138.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 4.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,169 | 231.9 |
| By Discretionary | ||
| Discretionary | 1,169 | 231.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,169 | 231.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.9 | |
| Total | 1,169 | 231.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011580] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pettee Investors Inc
✚
|
CT | 0.2 |
|
APS Wealth Management LLC
✚
|
NY | 0.2 |
|
Accretive Wealth Management LLC
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|
CA | 0.2 |
|
Security First Advisors Inc
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|
OR | 0.2 |
|
LPF Advisors LLC
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|
FL | 0.2 |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.2 |
|
Strategic Financial Partners Ltd
✚
|
OR | 0.2 |
|
Richmond Brothers Inc
✚
|
MI | 0.2 |
|
LSB Capital Management Inc
✚
|
IA | 0.2 |
|
Money Management Financial Services LLC
✚
|
NJ | 0.2 |