Individual
EntityBALENTINE PARTNERS LLCStatusCHAIRMAN, PARTNER (BP, LLC)Reported since01/2010Ownership25% but less than 50%Control personYes
Balentine
ATLANTA, GA
Form ADV and provider website profile · CRD 152511 · regulatory data as of Nov 2, 2026
This profile compiles reported firm AUM, regulatory account 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.
3,447Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2010
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Domestic entity
- Control person
- No
- Ownership
- 10% but less than 25%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Robert Mcgee Balentine | Chairman, Partner (Bp, Llc) | 01/2010 | Individual | Yes | Less than 5% |
| Adrian John Cronje | Chief Executive Officer | 01/2010 | Individual | Yes | Less than 5% |
| Balentine Partners Llc | Owner | 01/2010 | Domestic entity | Yes | 75% or more |
| David Louis Damiani | Chief Investment Officer | 01/2010 | Individual | Yes | Less than 5% |
| John Bosley Maddison | Partner (Bp, Llc) | 01/2019 | Individual | Yes | Less than 5% |
| Mark R Bell | Partner (Bp, Llc) | 07/2020 | Individual | Yes | Less than 5% |
| Michael Eugene Pearson | Chief Compliance Officer, Chief Risk Officer | 09/2022 | Individual | Yes | Less than 5% |
| Llc Fj Investments | Owner | 12/2024 | Domestic entity | No | 10% but less than 25% |
Indirect Ownership
Source: Form ADVIndividual
EntityFJ INVESTMENTS, LLCStatusCHIEF EXECUTIVE OFFICERReported since01/2009Ownership25% but less than 50%Control personYes
Owners & Executives
Source: Form ADVRM
Robert Mcgee Balentine
Chairman, Partner (Bp, Llc)
AJ
Adrian John Cronje
Chief Executive Officer
DL
David Louis Damiani
Chief Investment Officer
ME
Michael Eugene Pearson
Chief Compliance Officer, Chief Risk Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives8
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateDec 14, 2009
CRD number152511