Ballentine Partners
Overview
Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who takes a holistic approach to wealth management . The firm provides financial planning and related consulting services . Ballentine Partners offers a variety of services, including cash-flow planning, investment strategy and execution, cash management and estate planning .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Bastille Networks | Sep 2017 | Series B | - |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Ballentine Partners based?
Ballentine Partners is headquartered in Waltham, Massachusetts, United States.
When was Ballentine Partners founded?
Ballentine Partners was founded in 1984.
How many portfolio companies does Ballentine Partners have?
Ballentine Partners has 1 portfolio company in Caplight's dataset.
What are some companies in Ballentine Partners's portfolio?
Portfolio companies visible on Caplight include Bastille Networks.
What was Ballentine Partners's most recent investment shown here?
Ballentine Partners's most recent investment in this portfolio sample was in Bastille Networks in 2017.
What sectors does Ballentine Partners focus on?
Ballentine Partners focuses on Cybersecurity, AI, Data & Cloud Infrastructure.
What company stages does Ballentine Partners focus on?
Ballentine Partners typically invests at the Mid stage.
What is Ballentine Partners's AUM?
Ballentine Partners's assets under management are estimated between $10.0B and $100.0B.