# Ballentine Partners

Ballentine Partners is a Multi Family Office based in Waltham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Waltham, United States
- **Region:** North America
- **Address:** 230 3rd Ave, Fl 6, Waltham, MA 02451, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** ballentinepartners.com
- **LinkedIn:** https://www.linkedin.com/company/2220341/

## Regulatory record

- **CRD number:** 152802
- **SEC file number:** 801-71062
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-11T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152802

## About

Ballentine Partners began operations in 1984 when Roy Ballentine opened the firm in Waltham. It functions as a multi-family office serving high-net-worth families and institutions with coordinated financial services. Drew McMorrow serves as President and CEO while Pete Chiappinelli acts as Chief Investment Officer. The firm commits capital to private equity, real estate, hedge funds, private credit, infrastructure, and natural resources. Investment stages span venture capital through buyouts and growth equity. Confirmed holdings include a position in Circle Internet Group alongside an art loan collection at the deCordova museum. Deployment occurs primarily inside North America with additional exposure to global natural resource funds. Four offices support operations in Waltham, Wolfeboro, Rochester, and Palm Beach Gardens. June 2023 marked certification as a B Corporation. Client families held a collective 26 percent ownership stake in the LLC as of December 2023. Adjacent vehicles include the Ballentine Partners Charitable Fund and participation in the UHNW Institute and Family Office Exchange. Client ownership of 26 percent of the LLC creates direct alignment between the firm and the families it serves. The B Corporation certification imposes measurable standards on social and environmental practices that shape both operations and investment selection.

## Sectors

- AgriTech & FoodTech
- ClimateTech
- Digital Health
- EdTech
- Energy Transition & Renewables
- FinTech

## Offices

- Wolfeboro, NH, United States
- Rochester, NH, United States
- Palm Beach Gardens, FL, United States
- Boston, MA, United States

## People

- Roy Ballentine — Founder and Executive Chairman
- Drew McMorrow — President and CEO
- Pete Chiappinelli — Chief Investment Officer
- Coventry Edwards-Pitt — Chief Creative Officer

## Questions

### Who runs investment decisions at Ballentine Partners?

Pete Chiappinelli serves as Chief Investment Officer. He oversees allocation across private equity, real estate, and natural resources. Drew McMorrow participates as President and CEO in firm-level decisions.

### Does Ballentine Partners participate in fund commitments or only direct deals?

The firm uses both structures. Allocations include fund-of-funds vehicles alongside direct co-investments and SPVs. Natural resource funds and private equity commitments appear in the portfolio.

### What investment stages does Ballentine Partners typically target?

Stages range from early-stage venture through growth equity and buyouts. Mezzanine and distressed opportunities also receive consideration when they fit the mandate.

## Related profiles

- [NewEdge Wealth](https://altss.com/profile/newedge-wealth)
- [Godrej Family Office](https://altss.com/profile/godrej-family-office-godrej-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

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