Balentine is a fund manager in Atlanta with $4.36 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
271403339
SEC advisor number
801-70910
FINRA CRD number
152511
AUM ?
$4.36 bn
(as of 19 Apr 23)
Accounts
5,452
(as of 19 Apr 23)
Employees
53
(24 investment advisory or research)
Address
Balentine
3344 PEACHTREE ROAD
SUITE 2200
ATLANTA
GA 30326
3344 PEACHTREE ROAD
SUITE 2200
ATLANTA
GA 30326
Office hours
MON - THURS 8:30AM - 5:00PM; FRI 8:30AM - 4:00PM, MON - THURS 8:30AM - 5:00PM; FRI 8:30AM - 4:00PM
Phone
404-537-4800
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Balentine, Robert, Mcgee | Chairman, Partner (BP, LLC) | 01/2010 | < 5% |
Balentine, Robert, Mcgee | Chairman, Partner (BP, LLC) | 01/2010 | 25-50% |
Cronje, Adrian, John | Chief Executive Officer, Chief Investment Officer, Management Committee Member, Partner (BP, LLC) | 01/2010 | < 5% |
Prigge, Brittain, Ellis | President, Director of Relationship Management, Management Committee Member, Partner (BP, LLC) | 01/2010 | < 5% |
Balentine Partners LLC | Owner | 01/2010 | > 75% |
Damiani, David, Louis | Chief Financial Officer, Director of Risk Management, Management Committee Member, Partner (BP, LLC) | 01/2010 | < 5% |
Ragsdale, Michael, Robinson | Partner (BP, LLC) | 01/2013 | < 5% |
Martin, Bradley, G | Partner (BP, LLC) | 01/2018 | < 5% |
Maddison, John, Bosley | Partner (BP, LLC) | 01/2019 | < 5% |
Bell, Mark, R | Partner (BP, LLC) | 07/2020 | < 5% |
Pearson, Michael, Eugene | Chief Compliance Officer | 09/2022 | < 5% |
Dangar, Jennifer, Reichenbach | Chief Operating Officer, Partner (BP, LLC) | 01/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Balentine | $4.36 bn | |
Decarbonization 2022, LP | $25.79 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Oct 22