SH
Stephen Henry Hopkins
CRD 4730599
Firms
| Firm | Role | As of |
|---|---|---|
| Ballentine Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Ballentine Partners, Llc
Chairman, Elected Manager · Less than 5% · Dec 2024
-
Ballentine Partners, Llc
Elected Manager · GP / trustee / elected manager · Dec 2024
-
Fund Evaluation Group, Llc
Independent Director · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗