BALENTINE
BALENTINE is a Seed, Series C+ and other fund in the US writing $5M+ checks into network-management-software, private-capital, alternatives, esg and impact-investing.
- Stages
- Seed, Series C+, other
- Sectors
- network-management-software, private-capital, alternatives, esg, impact-investing
- Check size
- $5M+
- Invests in
- US-wide
- Actively investing
- Yes
- Founded
- 1987
- Assets under management
- $5.3B
Thesis
Balentine is a majority employee-owned wealth management firm founded in 1987, officially operating as Balentine LLC since 2009. Headquartered in Atlanta, Georgia, with an office in Raleigh, North Carolina, their mission is to empower families with informed wealth decisions for financial freedom and intergenerational stewardship. They offer a comprehensive suite of services including financial planning, investment management, sub-advisory, family office, private capital advisory, and global tactical asset allocation. Balentine operates both discretionary and non-discretionary models, utilizing a unique 'Building Blocks' approach based on risk type rather than traditional asset classes (Liquid, Fixed Income, Market Risk, Alternatives, Private Capital). Their investment analysis is informed by an annual seven-year Capital Markets Forecast. Strategies blend active and passive solutions, employing third-party managers, ETFs, and mutual funds. Balentine is also active in private equity and offers specialized ESG and Impact investing. They advise on concentrated stock positions and use options for income generation and hedging. As of March 31, 2026, AUM was approximately $5.3 billion. They typically require clients to have at least $5 million in investable assets.
Common questions
Does BALENTINE invest at the Seed stage?
Yes. BALENTINE lists Seed, Series C+ and other among the stages it invests in.
What check size does BALENTINE write?
BALENTINE writes $5M+ checks.
Where does BALENTINE invest?
BALENTINE invests in the US.