Ballentine Partners LLC

Ballentine Partners LLC, legally known as BALLENTINE PARTNERS, LLC, is a Delaware Limited Liability Company with 73 employees, the majority of whom hold advisory roles. While the number of clients the firm serves is unknown, its SEC status has been approved since January 25, 2010.

• ANDREW JOHN MCMORROW

  PRESIDENT, CEO, ELECTED MANAGER owns less than 5%

• ANJA SALORANTA

  CHIEF OPERATING OFFICER owns less than 5%

• BALLENTINE & CO INC

  OWNER - COMMON SHARES, MEMBER owns more than 50% but less than 75%

• CLAUDIA JEAN SHILO

  CFO owns less than 5%

• COVENTRY EDWARDS-PITT

  CHIEF WEALTH ADVISORY OFFICER / VICE PRESIDENT owns less than 5%

• KYLE JUDGE SCHAFFER

  VICE PRESIDENT, ELECTED MANAGER owns less than 5%

• PAUL MATTHEW MEISTER

  ELECTED MANAGER owns less than 5%

• PAUL MICHAEL MONTRONE

  ELECTED MANAGER owns less than 5%

• PERSPECTA INVESTMENTS LLC

  OWNER - PREFERRED SHARES, MEMBER owns more than 25% but less than 50%

• ROY COOPER BALLENTINE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• ROY COOPER BALLENTINE

  EXECUTIVE CHAIRMAN, ELECTED MANAGER owns less than 5%

• THOMAS WALKER BULLITT

  VICE PRESIDENT owns less than 5%

• WILLIAM LAWRENCE BRAMAN

  CHIEF INVESTMENT OFFICER owns less than 5%

• BAYBERRY 2006 TRUST

  TRUST, MEMBER

• BAYBERRY BP LLC

  OWNER, MEMBER owns more than 50% but less than 75%

• PAUL MATTHEW MEISTER

  OWNER, MEMBER owns more than 25% but less than 50%

• PAUL MATTHEW MEISTER

  ELECTED MANAGER

• PAUL MATTHEW MEISTER

  ELECTED MANAGER

• PAUL MICHAEL MONTRONE

  ELECTED MANAGER

• PAUL MICHAEL MONTRONE

  ELECTED MANAGER

• PERSPECTA HOLDINGS LLC

  OWNER, MEMBER owns 75% or more

• ROY COOPER BALLENTINE

  TRUSTEE owns more than 50% but less than 75%

• THE 1994 ROY C. BALLENTINE FAMILY TRUST

  INDIRECT OWNER owns more than 50% but less than 75%

• Aspire Wealth Management Corporation
• Great ELM Capital Management Inc
• Montis Financial LLC
• Savvi Financial LLC
• DDJ Capital Management LLC
• JWC Management LP
• DSF Advisors LLC
• Argent Wealth Management LLC
• Fireman Capital Partners LLC
• Commonwealth Equity Services LLC

• Ballentine Partners, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Comparing Ballentine Partners' Q3-Q4 2022 Holdings: A Look at the Upward-Trending Stocks and Funds

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