Ballentine Partners is an independent multi-family office whose mission is to help families realize their aspirations, build their legacy, and live the life they want. It defines success as a human outcome as well as a financial one. Clients range from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion. The firm builds customized investment solutions combined with deep planning expertise. Services are scaled to client needs, from investment management and planning for a young business owner to a full suite of family office services for a multi-generational family, including family meetings and education, philanthropic advising, and family office administration. As of March 31, 2024, Ballentine Partners' investment portfolio was valued at over $11.3 billion, with investments in private equity. Its private equity investments consist of venture capital fund strategies across the United States. The firm is open to any first-time fund investments.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
Filter the full list by property type, strategy, market and deal format.
