Balentine Llc
- Regulatory AUM
- $5.5B
- Discretionary
- $5.3B
- Clients
- 464
- Avg AUM / client
- $11.9M
- Accounts
- 3,447
- Employees
- 61
AUM over time
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $3.2M | 0.06% |
| High net worth individuals | 426 | $4.0B | 72.1% |
| Pooled investment vehicles (non-investment companies) | 6 | $165M | 2.98% |
| Pension and profit sharing plans | 2 | $42.7M | 0.77% |
| Charitable organizations | 13 | $528M | 9.52% |
| State or municipal government entities | 4 | $807M | 14.6% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $80.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Credit Opportunities 2023, Lp | Private Equity Fund | Delaware | $34.2M | 57 |
| Decarbonization 2022, Lp | Private Equity Fund | Delaware | $26.8M | 57 |
| Industrial And Aerospace Buyout 2022 | Private Equity Fund | Delaware | $15.1M | 38 |
| Logistics Co Invest 2022, Lp | Private Equity Fund | Delaware | $4.6M | 58 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Shriners Hospitals For Children Employees' Retirement Plan Shriners Children's | 2024 | |
| Nelson Mullins Retirement Plan Nelson Mullins Riley & Scarborough Llp | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Balentine, Robert, Mcgee | Chairman, Partner (Bp, Llc) | Jan 2010 (17y) | ≈ 18.75% – 50% via Balentine Partners Llc | |
| Cronje, Adrian, John | Chief Executive Officer, Chief Investment Officer, Management Committee Member, Partner (Bp, Llc) | Jan 2010 (17y) | Less than 5% | |
| Damiani, David, Louis | Chief Financial Officer, Director Of Risk Management, Management Committee Member, Partner (Bp, Llc) | Jan 2010 (17y) | Less than 5% | |
| Prigge, Brittain, Ellis | President, Director Of Relationship Management, Management Committee Member, Partner (Bp, Llc) | Jan 2010 (17y) | Less than 5% | |
| Bradley Garrett Martin | Partner (Bp, Llc) | Jan 2018 (9y) | Less than 5% | |
| John Bosley Maddison | Partner (Bp, Llc) | CFP CFA | Jan 2019 (8y) | Less than 5% |
| Bell, Mark, R | Partner (Bp, Llc) | Jul 2020 (6y) | Less than 5% | |
| Michael Eugene Pearson | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Dangar, Jennifer, Reichenbach | Chief Operating Officer, Partner (Bp, Llc) | Jan 2023 (4y) | Less than 5% | |
| Marshall Reid Brannock | Registered representative | CFP | Mar 2024 (2y) | |
| Jennifer Kelly Pcholinsky | Registered representative | CFP | Mar 2024 (2y) | |
| Rebecca Elizabeth Stone | Registered representative | CFP | Feb 2025 (1y) | |
| Caroline Caldwell | Registered representative | Mar 2025 (1y) | ||
| Juwon B. Hill | Registered representative | CFP | Mar 2025 (1y) | |
| Kurt Franklin Lofters | Registered representative | Mar 2025 (1y) | ||
| Rushil Kheraj | Registered representative | CFA | Apr 2025 (1y) | |
| William B. Thacker | Registered representative | Jun 2025 (1y) | ||
| Clifton Lee Dortch | Registered representative | Aug 2025 (1y) | ||
| Matthew Jay Raines | Registered representative | Aug 2025 (1y) | ||
| Elizabeth Routh Meeks | Registered representative | Sep 2025 (1y) | ||
| Lucas E. Roberson | Registered representative | Mar 2026 (0y) | ||
| Danielle Elizabeth Bailey | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Balentine Partners Llc | Owner | Jan 2010 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Balentine, Robert, Mcgee: 25% – 50% of Balentine Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $80.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Credit Opportunities 2023, Lp | Private Equity Fund | $34.2M | $10.0K | 57 |
| Decarbonization 2022, Lp | Private Equity Fund | $26.8M | $10.0K | 57 |
| Industrial And Aerospace Buyout 2022 | Private Equity Fund | $15.1M | $10.0K | 38 |
| Logistics Co Invest 2022, Lp | Private Equity Fund | $4.6M | $10.0K | 58 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Shriners Hospitals For Children Employees' Retirement Plan | Shriners Children's | 862 | $675M | 01/01/2024 |
| Nelson Mullins Retirement Plan | Nelson Mullins Riley & Scarborough Llp | 1,831 | $679M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 2.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $3.5B (64% of AUM) Jun 2026
- Suntrust Trust & Portfolio Management $376M (11% of AUM) Feb 2022
- Northern Trust $362M (11% of AUM) Feb 2022
- Suntrust Bank $276M (10% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗