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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 21, 2025 and May 11, 2026, reported AUM increased 27.6%, from $12.0B to $15.3B.
Across 5 reported observations, AUM increased 45.6% between November 28, 2022 and May 11, 2026, from $10.5B to $15.3B.
Of the latest reported AUM, 73.3% is discretionary and 26.7% is non-discretionary.
The firm reports 87 advisory representatives and 363 clients, or 4.2 clients per representative. That equates to $42.2M in reported AUM per client.
The profile lists 5 reported office locations and 16 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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 96 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
SMA allocation detail is available
Ballentine Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ballentine Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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