Balentine
Overview
Balentine is an independent wealth management firm based in Atlanta, Georgia, offering comprehensive financial planning and investment management services to individuals and families. With over 35 years of experience, the firm specializes in managing risk ahead of return to provide consistent, long-term results tailored to each client's unique wealth situation. Their model-driven investment approach encompasses various asset classes, including private equity, real estate, fixed income, hedge funds, and venture capital. The firm's services are designed to address the complexities of wealth management, focusing on areas such as asset and balance sheet management, cash flow reporting, and maintenance. Balentine also emphasizes legacy planning, helping clients explore key components of legacy to achieve alignment, authenticity, trust, and transparency with loved ones. Their family office services are purposefully built for entrepreneurial families of wealth, aiming to simplify the complexities of generational wealth and provide peace of mind. Balentine's investment philosophy is grounded in a data-driven process developed over decades, seeking to provide consistent, long-term results. The firm manages portfolios across public and private markets while considering tax strategy, and is committed to preserving and propelling the wealth clients have worked hard to build. Their approach is characterized by a focus on collaboration, with a majority employee-owned structure that prioritizes working together to bring collective expertise to each client relationship.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management services
Portfolio Companies
Reach Balentine directly
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Unlock full contacts →Frequently asked questions about Balentine
What sectors does Balentine invest in?
Balentine invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Atlanta, Georgia, United States. Balentine is listed as a family office in the ConnectSafely investor database.
What stage does Balentine invest at?
Balentine backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Balentine invest in?
Balentine invests across United States.
Who are the partners at Balentine?
Team members listed for Balentine include Adrian Cronje (Partner and Chief Investment Officer) and Brittain Prigge (President).
What companies has Balentine invested in?
Balentine's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Balentine?
Balentine's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
