Form D · Investing
Ballentine Partners, LLC
Waltham, MA · CIK 0001374889
Offering snapshot reported Jun 10, 2022 · SEC filing
- Reported sold
- $18M Offering amount: $18M
- Investors reported
- 31 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 31, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 10, 2022 | Initial | $17,973,000 | No comparison | 31 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-448878
Source: Form D, filed Jun 10, 2022. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Roy C Ballentine | Director |
| William Braman | Executive |
| Peter Chiappinelli | Executive |
| Jayson De Angelis | Executive |
| Coventry Edwards Pitt | Executive |
| Andrew Mc Morrow | Director |
| Adam Ochlis | Executive |
| Jeffrey Potter | Executive |
| Kyle Schaffer | Director |
| J. Barry Tubman | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
230 3 Rd Avenue 6 Th Floor
Waltham, MA, 02451
Waltham, MA, 02451