Ballentine Partners, LLC is a private investment fund based in Waltham, Massachusetts. According to its most recent Form D, filed Jun 10, 2022, it has sold $17,973,000 of interests to 31 investors since its first sale in May 2022. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include J. Barry Tubman; Coventry Edwards-Pitt; Jeffrey Potter.
- Total raised
- $17,973,000Cumulative sales reported on Form D
- Investors
- 31
- First sale
- May 31, 2022
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- J. Barry Tubman; Coventry Edwards-Pitt; Jeffrey Potter
- Latest Form D
- Jun 10, 2022
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Ballentine Partners, LLC
What is the minimum investment for Ballentine Partners, LLC?
Ballentine Partners, LLC's latest Form D, filed Jun 10, 2022, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Ballentine Partners, LLC?
Ballentine Partners, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Ballentine Partners, LLC raised?
Ballentine Partners, LLC reports $17,973,000 sold from 31 investors on its Form D filed Jun 10, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Ballentine Partners, LLC based?
Ballentine Partners, LLC is based in Waltham, Massachusetts.
When did Ballentine Partners, LLC launch?
Ballentine Partners, LLC reports its first sale in May 2022.
Size compared with every private investment fund
Raised more than 45% of the 538 private investment funds based in Massachusetts, and more than 49% of all 10,333 that report sales.