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Balentine

ATLANTA, GA

Form ADV and provider website profile · CRD 152511 · regulatory data as of Jul 31, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Balentine. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$5.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,447Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$5.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$239MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameBALENTINE LLC

CRD number152511

Firm foundedNot reported

SEC registration dateDec 14, 2009

Employees61

Advisory professionals25

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

3344 PEACHTREE ROAD NE, ATLANTA, GA, 30326

(404) 537-4800

https://balentine.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$5.5B

As of Jul 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth72.1%$4.0B
Municipalities14.6%$807M
Charities9.5%$528M
Other Pooled Vehicles3.0%$166M
Retirement Plans0.8%$43M
Individuals0.1%$3M

Percentages and AUM are shown from the same reported Form ADV client-type records.