Ballentine Partners, LLC 

MA

  SEC # 1374889

        

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No  Owner Relationships  (where the Issuers of the  Ballentine Partners, LLC-owned  securities are...)

        

but there are...  Recent Holdings Reports for this and 5 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
4/11/24			3/31/24				1,548		$5,267,452		MA	Ballentine Partners, LLC
							620		$740,761		CA	Aperio Group, LLC
							61		$18,494		MA	Boston Trust Walden Corp. [ formerly Boston Trust Walden, Corp.. ]
							397		$33,173		WA	Parametric Portfolio Associates LLC
							27		$5,048		CA	Saratoga Research & Investment Management
							1		$955		IL	SpiderRock Advisors, LLC
1/23/24			12/31/23				1,547		$4,902,288		MA	Ballentine Partners, LLC
											and 5 Other Managers
10/19/23			9/30/23				1,389		$4,254		MA	Ballentine Partners, LLC
											and 5 Other Managers
7/26/23			6/30/23				1,409		$4,357		MA	Ballentine Partners, LLC
											and 5 Other Managers
4/27/23			3/31/23				1,374		$3,974		MA	Ballentine Partners, LLC
											and 5 Other Managers
1/27/23			12/31/22				1,234		$3,365		MA	Ballentine Partners, LLC
											and 4 Other Managers
10/26/22			9/30/22				1,173		$2,890		MA	Ballentine Partners, LLC
											and 4 Other Managers
8/9/22			6/30/22				1,095		$2,829		MA	Ballentine Partners, LLC
											and 4 Other Managers

        

No  Issuer Relationships  (where the Owners of the  Ballentine Partners, LLC  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

2  Filing Agents and/or Registrants have submitted Filings for  Ballentine Partners, LLC:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
4/11/24		13F-HR		DC	Adviser Compliance Associates LLC — 1172661		84
6/10/22		D			No Filing Agent:  Self-filed — 1374889		1
Total:							85
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.