Ballentine Finn & Co Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Ballentine Finn & Co Inc
CRD #108853
SEC #801-56250
CIK #0001374889
AUM
Employees
Phone603-569-1717
Address55 Mill Street
Wolfeboro, NH 03894
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.01999200620132021
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.0
MSFT 1,918.2 0.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($BB)
4.03.22.41.60.80.02011201520192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 259 0.2
By Discretionary
Discretionary 259 0.2
Non-Discretionary 0 0.0
Total 259 0.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.2
Total 259 0.2
EDGAR Form CIK 2011 - 2023
13F-HR [0001374889]
D [0001374889]
Terms | Privacy | Guide
tony@aum13f.com