B
BALENTINE
SEC RegisteredATLANTA, GAhttps://balentine.com(404) 537-4800
Assets Under Management
$5B–$25B
Employees
61
Office Locations
2 offices
Total Accounts
3447
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $3.2M |
| High Net Worth Individuals | 426 | $4.0B |
| Pension/Profit Sharing Plans | 6 | $165M |
| Charitable Organizations | 2 | $43M |
| State/Municipal Entities | 13 | — |
0 total clients reported on Form ADV.
Leadership
Robert Mcgee Balentine
CHAIRMAN, CEO, MANAGEMENT COMMITTEE MEMBER
Jeffrey Prather Adams
PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGEMENT COMMITTEE MEMBER
Llc Rosemont Investment Partners
GENERAL PARTNER
Robert Mcgee Balentine
MANAGING MEMBER
Adrian John Cronje
CIO, MANAGEMENT COMMITTEE MEMBER
Brittain Ellis Prigge
DIRECTOR OF CLIENT SERVICE TEAM, MANAGEMENT COMMITTEE MEMBER
Balentine Partners Llc
OWNER
L.p. Rosemont Partners Ii
OWNER
Jeffrey Prather Adams
MANAGING MEMBER
Adrian John Cronje
MANAGING MEMBER
Brittain Ellis Prigge
MANAGING MEMBER
David Diblee Silvera
MANAGEMENT COMMITTEE MEMBER
Office locations
2 offices in 2 states
GA
ATLANTAHQ
NC
RALEIGH
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#152511
SEC Number
801-70910
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $5,000,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $5 Million | 1.00% |
| Next $7.5 Million | 0.75% |
| Next $10 Million | 0.60% |
| Next $10 Million | 0.50% |
| Next $25 Million | 0.40% |
| Next $25 Million | 0.30% |
| Next $17.5 Million | 0.25% |
| Next $150 Million | 0.20% |
| Over $250 Million+ | 0.15% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
balentine.comPhone
(404) 537-4800Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BALENTINE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.