Ballentine Partners LLC

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Assets, Funds, Holdings

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Ballentine Partners LLC
CRD #152802
SEC #801-71062
CIK #0001374889
AUM$6.7 BB
Employees72
Phone781-341-1300
Address230 Third Avenue Suite 6
Waltham, MA 2451
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTI 443.3
IVV 111.5
IEFA 102.8
VEA 101.3
IEMG 98.4
SPY 73.0
VV 52.7
IJH 49.8
EFA 47.0
IWB 46.3
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Holdings by Sector ($BB)