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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Waltham, MA HQ: Waltham, MA

Ballentine Partners

$11.2B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($987.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Venture Capital, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$987.0M
Total AUM: $11.2B
Median Disclosed Amount
$47.0M
Range: $10.0M – $82.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Ballentine Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Bessemer Venture Partners XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$82.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Global Transition Fund II, L.P.Adviser 7.B Vehicle Energy Transition 2025
$68.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Golub Capital Partners 15, L.P.Adviser 7.B Vehicle Private Credit 2025
$61.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Monroe Capital Private Credit Fund VAdviser 7.B Vehicle Private Credit 2024
$25.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Bridgepoint Europe VII, L.P.Adviser 7.B Vehicle Buyout 2024
$77.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Ballentine Partners

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Ballentine Partners (Family Office / MFO, $11.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.2% Actual; $314.5M Unallocated Target Bandwidth). SEC Form ADV (801-71062, CRD #152802) verified $11.23B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Ballentine Partners

849 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ballentine Partners (20 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAG Real Estate Partners V (2022 Vintage)
Ballentine Partners: $58.0M · SEC Form ADV 7.B
Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory: $94.0M · SEC Form ADV 7.B

Additional shared vehicles: PAG Real Estate Fund IV (2022 Vintage) · PAG Real Estate Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Gallatin Valley Croton Carrington Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAG Real Estate Fund IV (2022 Vintage)
Ballentine Partners: $37.0M · SEC Form ADV 7.B
Gallatin Valley Croton Carrington Industrial Consolidated Master Retirement Trust: $39.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: PAG Real Estate Partners V (2022 Vintage) · PAG Real Estate Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Emerald Coast Glen Ellyn Silverstein Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAG Real Estate Fund II (2022 Vintage)
Ballentine Partners: $32.0M · SEC Form ADV 7.B
Emerald Coast Glen Ellyn Silverstein Industrial Consolidated Master Retirement Trust: $45.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: PAG Real Estate Partners V (2022 Vintage) · PAG Real Estate Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+846 Additional Institutional LPs Report Shared Vehicles with Ballentine Partners

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 22 total tracked records for Ballentine Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (849 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Ballentine Partners

Buyout LPs →Real Estate LPs →Private Credit LPs →Venture Capital LPs →Private Equity LPs →

Frequently Asked Questions: Ballentine Partners

What type of institutional allocator is Ballentine Partners and what is their typical disclosed ticket size?

Ballentine Partners is categorized under Family Office / MFO (Regional Roadshow Hub: Waltham, MA; Headquarters: Waltham, MA). Across 22 historical disclosure records tracked on Prilago ($987.0M total parsed USD across disclosed rows), the median disclosed amount is $47.0M (range: $10.0M to $82.7M).

Which private-market strategies appear in Ballentine Partners's public disclosures?

Ballentine Partners has disclosed records across Buyout, Real Estate, Private Credit, Venture Capital, Private Equity. Open preview records include Bessemer Venture Partners XII, L.P. (2025 Vintage), Brookfield Global Transition Fund II, L.P. (2025 Vintage), Golub Capital Partners 15, L.P. (2025 Vintage), Monroe Capital Private Credit Fund V (2024 Vintage).

How are Ballentine Partners's historical records substantiated and separated from active searches on Prilago?

Records for Ballentine Partners cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Ballentine Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ballentine-partners or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Ballentine Partners?

In Prilago's bilateral commitment graph, Ballentine Partners shares resolved underlying fund vehicles with 849 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. PAG Real Estate Partners V (2022 Vintage)), Gallatin Valley Croton Carrington Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. PAG Real Estate Fund IV (2022 Vintage)), Emerald Coast Glen Ellyn Silverstein Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. PAG Real Estate Fund II (2022 Vintage)).

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