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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-2010
- Office Locations
- 5
Office Locations
About Ballentine Partners
Ballentine Partners is an independent multi-family office providing holistic wealth management for clients at inflection points of wealth. For four decades the firm has delivered objective planning and sophisticated investment advice to families worldwide, building customized portfolios across asset classes and geographies to preserve and grow wealth. Its offering pairs investing and wealth advisory with research-led work on family well-being and legacy.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER C CHANDLER
Chief Investment Officer, Partner
- CRD
- #4864174
- Ownership
- Less than 5%
PETER CHIAPPINELLI
Chief Investment Officer, Partner
- CRD
- #4094005
- Ownership
- Less than 5%
Showing 2 of 14 owners & executives
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Kimberly Ayer
Director Of Finance
- CRD
- --
RYAN GRADY BACHUR
Senior Portfolio Manager
- CRD
- #6339388
Showing 2 of 97 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,230,777,974 | $2,550,710 |
| Non-Discretionary | $4,085,960,564 | $1,362,895 |
| Total | $15,316,738,538 | $2,069,550 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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