CLOs on the Move

Ballentine Partners

www.ballentinepartners.com

 
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of ...
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details
Sean Cleary
Chief Compliance and Risk Officer Profile

Similar Companies

Red River Federal Credit Union

Red River Federal Credit Union is a Altus, OK-based company in the Financial Services sector.

MaKro

MaKro is an Insurtech and Fintech company created in 2015 driving the adoption of data science in global macro by engineering insurance data to generate more precise economic, risk and financial forecasts. Since our founding, we have established ourselves as trusted advisors to companies making the transition to data-driven decision-making. We work closely with clients to develop bespoke analytics to keep up with changing industry standards and best practices, competitors` offerings, and regulatory requirements. Our principals become intricately familiar with our clients` precise needs and trusted advisors uniquely positioned to help shape their business strategy and product development by answering key questions such as how to assemble, validate, and monetize in-house and alternative data, identify and secure the best technology and models whether in-house or by outsourcing, and how to right size financial and human capital. MaKro is based in New York with clients across industries including insurance, banking, private equity, hedge funds, energy, mining, and commodity. In 2016 & 2017, our economic and financial forecasts outperformed consensus forecasts 2 to 1 under normal market conditions and 3 to 1 under stress conditions.

Como Northtown Credit Union

Como Northtown Credit Union is a Saint Paul, MN-based company in the Financial Services sector.

Pacific NW Ironworkers Credit Union

Pacific NW Ironworkers Credit Union is a Spokane, WA-based company in the Financial Services sector.

Brook Venture Partners

Brook Venture Partners is one of the leading providers in Financial Services. It is based in Lincoln, NE. To find more information about Brook Venture Partners, please visit www.brookventure.com