BALENTINE LLC

HTTPS://WWW.BALENTINE.COM ATLANTA, GA Investment Advisor How do I update this listing?

Balentine is based out of Atlanta. Balentine is a large advisory firm with 258 clients and discretionary assets under management (AUM) of $2,154,103,220 (Form ADV from 2019-03-30). Their last reported 13F filing for Q1 2019 included $1,439,433,000 in managed 13F securities and a top 10 holdings concentration of 92.82%. Balentine's largest holding is iShares Russell 1000 Growth ETF with shares held of 2,715,311. Balentine has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 18 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $1.439 Billion
  • Prior Market Value $1.25 Billion
  • New Purchases38 stocks
  • Additional Purchases40 stocks
  • Sold out of38 stocks
  • Reduced holdings in67 stocks
  • Top 10 Holdings % 92.82 %
  • Turnover % [1]:17.51%
  • Turnover Alt % [2]: 8.16 %
  • Time Held Top20:3.85 quarters
  • Time Held Top10:3.20 quarters
  • Time Held All:3.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.82%
Performance Last 4 Quarters: -0.4%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BALENTINE
3344 PEACHTREE ROAD NE SUITE 2200
ATLANTA GA    30326
Country: United States

Business Phone: (404) 537-4800
Fax: 404-537-4848
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 34
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 121,515,000
Total Number of Clients: 258
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BALENTINE LLC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
PRIGGE, BRITTAIN, ELLIS PRESIDENT, DIRECTOR OF RELATIONSHIP MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE & COMPANY LLC VICE PRESIDENT direct 2004-04-01
BALENTINE LLC DIRECTOR OF RELATIONSHIP MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE LLC DIRECTOR OF CLIENT SERVICE TEAM, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01
BALENTINE LLC MANAGING MEMBER indirect 2010-02-01
BALENTINE LLC MANAGER/MEMBER indirect 2010-02-01
BALENTINE, ROBERT, MCGEE CHAIRMAN, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE & COMPANY OF TENNESSEE, LLC GOVERNOR direct 2000-09-01
BALENTINE LLC MANAGING MEMBER indirect 2010-01-01
BALENTINE LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE & COMPANY CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 1995-07-01 2002-01-03
BALENTINE & COMPANY SHAREHOLDER indirect 1999-01-01 2002-01-03
WILMINGTON TRUST FSB PRESIDENT direct 2002-03-01 2003-03-27
WILMINGTON TRUST FSB PRESIDENT & DIRECTOR direct 2002-03-01 2004-03-29
BALENTINE & COMPANY LLC CHAIRMAN, CEO AND MEMBER OF BOARD OF MANAGERS direct 2002-01-01 2004-06-30
BALENTINE & COMPANY LLC CHAIRMAN direct 2002-01-01 2004-07-16
BALENTINE & COMPANY LLC CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, TREASURER direct 2005-03-01 2005-03-31
RODNEY SQUARE MANAGEMENT CORP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2004-10-01 2006-03-03
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC PRESIDENT, CHIEF EXECUTIVE OFFICER, MEMBER OF BOARD OF MANAGERS direct 2005-04-01 2006-05-30
RODNEY SQUARE MANAGEMENT CORP CHIEF EXECUTIVE OFFICER direct 2006-10-01 2008-03-27
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, MEMBER OF BOARD OF MANAGERS direct 2006-11-01 2008-05-27
RODNEY SQUARE MANAGEMENT CORP DIRECTOR, CHIEF EXECUTIVE OFFICER direct 2006-10-01 2009-03-24
WILMINGTON BROKERAGE SERVICES COMPANY DIRECTOR direct 2005-06-01 2009-03-31
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, PRESIDENT, MEMBER OF BOARD OF MANAGERS direct 2006-11-01 2009-05-22
CAMDEN PARTNERS HOLDINGS, LLC MANAGER direct 2006-02-01 2009-10-07
BALENTINE LLC CHIEF EXECUTIVE OFFICER direct 2009-12-01 2009-12-07
BALENTINE LLC CHIEF EXECUTIVE OFFICER / MANAGING MEMBER direct 2009-12-01 2009-12-10
BALENTINE LLC MANAGER/MEMBER indirect 2010-02-01 2010-03-11
BALENTINE LLC CEO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01 2011-03-01
BALENTINE LLC CHAIRMAN, CEO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01 2015-03-31
BALENTINE LLC MANAGING MEMBER indirect 2010-02-01 2015-03-31
CRONJE, ADRIAN, JOHN CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC SENIOR VICE PRESIDENT, CHIEF INVESTMENT STRATEGIST direct 2008-11-01
BALENTINE LLC CHIEF INVESTMENT OFFICER, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE LLC MANAGING MEMBER indirect 2010-02-01
BALENTINE LLC CIO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01
BALENTINE LLC MANAGER/MEMBER indirect 2010-02-01
BALENTINE PARTNERS LLC OWNER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
BALENTINE LLC OWNER direct 2010-01-01
BALENTINE LLC OWNER direct 2010-02-01
FARBER, ERICA, FRAZIER CHIEF COMPLIANCE OFFICER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS direct 2013-12-01
DAMIANI, DAVID, LOUIS CHIEF FINANCIAL OFFICER, DIRECTOR OF RISK MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC CHIEF FINANCIAL OFFICER, DIRECTOR OF RISK MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE LLC CHIEF FINANCIAL OFFICER direct 2013-11-01
BALENTINE LLC CHIEF FINANCIAL OFFICER AND MANAGEMENT COMMITTEE MEMBER direct 2014-01-01
RAGSDALE, MICHAEL, ROBINSON PARTNER (BP, LLC) 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC PARTNER (BP, LLC) direct 2013-01-01
MARTIN, BRADLEY, G PARTNER (BP, LLC) 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC PARTNER (BP, LLC) direct 2018-01-01
MADDISON, JOHN, BOSLEY PARTNER (BP, LLC) 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC PARTNER (BP, LLC) direct 2019-01-01
BALENTINE, ROBERT, MCGEE MANAGING MEMBER BALENTINE PARTNERS LLC 01/01/2010 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BALENTINE & COMPANY OF TENNESSEE, LLC GOVERNOR direct 2000-09-01
BALENTINE LLC MANAGING MEMBER indirect 2010-01-01
BALENTINE LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE & COMPANY CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 1995-07-01 2002-01-03
BALENTINE & COMPANY SHAREHOLDER indirect 1999-01-01 2002-01-03
WILMINGTON TRUST FSB PRESIDENT direct 2002-03-01 2003-03-27
WILMINGTON TRUST FSB PRESIDENT & DIRECTOR direct 2002-03-01 2004-03-29
BALENTINE & COMPANY LLC CHAIRMAN, CEO AND MEMBER OF BOARD OF MANAGERS direct 2002-01-01 2004-06-30
BALENTINE & COMPANY LLC CHAIRMAN direct 2002-01-01 2004-07-16
BALENTINE & COMPANY LLC CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, TREASURER direct 2005-03-01 2005-03-31
RODNEY SQUARE MANAGEMENT CORP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2004-10-01 2006-03-03
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC PRESIDENT, CHIEF EXECUTIVE OFFICER, MEMBER OF BOARD OF MANAGERS direct 2005-04-01 2006-05-30
RODNEY SQUARE MANAGEMENT CORP CHIEF EXECUTIVE OFFICER direct 2006-10-01 2008-03-27
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, MEMBER OF BOARD OF MANAGERS direct 2006-11-01 2008-05-27
RODNEY SQUARE MANAGEMENT CORP DIRECTOR, CHIEF EXECUTIVE OFFICER direct 2006-10-01 2009-03-24
WILMINGTON BROKERAGE SERVICES COMPANY DIRECTOR direct 2005-06-01 2009-03-31
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, PRESIDENT, MEMBER OF BOARD OF MANAGERS direct 2006-11-01 2009-05-22
CAMDEN PARTNERS HOLDINGS, LLC MANAGER direct 2006-02-01 2009-10-07
BALENTINE LLC CHIEF EXECUTIVE OFFICER direct 2009-12-01 2009-12-07
BALENTINE LLC CHIEF EXECUTIVE OFFICER / MANAGING MEMBER direct 2009-12-01 2009-12-10
BALENTINE LLC MANAGER/MEMBER indirect 2010-02-01 2010-03-11
BALENTINE LLC CEO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01 2011-03-01
BALENTINE LLC CHAIRMAN, CEO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01 2015-03-31
BALENTINE LLC MANAGING MEMBER indirect 2010-02-01 2015-03-31

BALENTINE LLC

ownership team - last updated 2018-04-10
Name Title Start Date Direct/Indirect % Ownership
BALENTINE, ROBERT, MCGEE CHAIRMAN, CHIEF EXECUTIVE OFFICER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE & COMPANY OF TENNESSEE, LLC GOVERNOR direct 2000-09-01
BALENTINE LLC MANAGING MEMBER indirect 2010-01-01
BALENTINE LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE & COMPANY CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 1995-07-01 2002-01-03
BALENTINE & COMPANY SHAREHOLDER indirect 1999-01-01 2002-01-03
WILMINGTON TRUST FSB PRESIDENT direct 2002-03-01 2003-03-27
WILMINGTON TRUST FSB PRESIDENT & DIRECTOR direct 2002-03-01 2004-03-29
BALENTINE & COMPANY LLC CHAIRMAN, CEO AND MEMBER OF BOARD OF MANAGERS direct 2002-01-01 2004-06-30
BALENTINE & COMPANY LLC CHAIRMAN direct 2002-01-01 2004-07-16
BALENTINE & COMPANY LLC CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, TREASURER direct 2005-03-01 2005-03-31
RODNEY SQUARE MANAGEMENT CORP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2004-10-01 2006-03-03
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC PRESIDENT, CHIEF EXECUTIVE OFFICER, MEMBER OF BOARD OF MANAGERS direct 2005-04-01 2006-05-30
RODNEY SQUARE MANAGEMENT CORP CHIEF EXECUTIVE OFFICER direct 2006-10-01 2008-03-27
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, MEMBER OF BOARD OF MANAGERS direct 2006-11-01 2008-05-27
RODNEY SQUARE MANAGEMENT CORP DIRECTOR, CHIEF EXECUTIVE OFFICER direct 2006-10-01 2009-03-24
WILMINGTON BROKERAGE SERVICES COMPANY DIRECTOR direct 2005-06-01 2009-03-31
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, PRESIDENT, MEMBER OF BOARD OF MANAGERS direct 2006-11-01 2009-05-22
CAMDEN PARTNERS HOLDINGS, LLC MANAGER direct 2006-02-01 2009-10-07
BALENTINE LLC CHIEF EXECUTIVE OFFICER direct 2009-12-01 2009-12-07
BALENTINE LLC CHIEF EXECUTIVE OFFICER / MANAGING MEMBER direct 2009-12-01 2009-12-10
BALENTINE LLC MANAGER/MEMBER indirect 2010-02-01 2010-03-11
BALENTINE LLC CEO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01 2011-03-01
BALENTINE LLC CHAIRMAN, CEO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01 2015-03-31
BALENTINE LLC MANAGING MEMBER indirect 2010-02-01 2015-03-31
CRONJE, ADRIAN, JOHN CHIEF INVESTMENT OFFICER, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC SENIOR VICE PRESIDENT, CHIEF INVESTMENT STRATEGIST direct 2008-11-01
BALENTINE LLC CHIEF INVESTMENT OFFICER, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE LLC MANAGING MEMBER indirect 2010-02-01
BALENTINE LLC CIO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01
BALENTINE LLC MANAGER/MEMBER indirect 2010-02-01
PRIGGE, BRITTAIN, ELLIS DIRECTOR OF RELATIONSHIP MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE & COMPANY LLC VICE PRESIDENT direct 2004-04-01
BALENTINE LLC DIRECTOR OF RELATIONSHIP MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE LLC DIRECTOR OF CLIENT SERVICE TEAM, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01
BALENTINE LLC MANAGING MEMBER indirect 2010-02-01
BALENTINE LLC MANAGER/MEMBER indirect 2010-02-01
BALENTINE PARTNERS LLC OWNER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
BALENTINE LLC OWNER direct 2010-01-01
BALENTINE LLC OWNER direct 2010-02-01
FARBER, ERICA, FRAZIER CHIEF COMPLIANCE OFFICER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS direct 2013-12-01
DAMIANI, DAVID, LOUIS CHIEF FINANCIAL OFFICER, DIRECTOR OF RISK MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC CHIEF FINANCIAL OFFICER, DIRECTOR OF RISK MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE LLC CHIEF FINANCIAL OFFICER direct 2013-11-01
BALENTINE LLC CHIEF FINANCIAL OFFICER AND MANAGEMENT COMMITTEE MEMBER direct 2014-01-01
RAGSDALE, MICHAEL, ROBINSON PARTNER (BP, LLC) 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC PARTNER (BP, LLC) direct 2013-01-01
MARTIN, BRADLEY, G PARTNER (BP, LLC) 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BALENTINE LLC PARTNER (BP, LLC) direct 2018-01-01
BALENTINE, ROBERT, MCGEE MANAGING MEMBER BALENTINE PARTNERS LLC 01/01/2010 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BALENTINE & COMPANY OF TENNESSEE, LLC GOVERNOR direct 2000-09-01
BALENTINE LLC MANAGING MEMBER indirect 2010-01-01
BALENTINE LLC CHAIRMAN, CHIEF EXECUTIVE OFFICER, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC) direct 2010-01-01
BALENTINE & COMPANY CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 1995-07-01 2002-01-03
BALENTINE & COMPANY SHAREHOLDER indirect 1999-01-01 2002-01-03
WILMINGTON TRUST FSB PRESIDENT direct 2002-03-01 2003-03-27
WILMINGTON TRUST FSB PRESIDENT & DIRECTOR direct 2002-03-01 2004-03-29
BALENTINE & COMPANY LLC CHAIRMAN, CEO AND MEMBER OF BOARD OF MANAGERS direct 2002-01-01 2004-06-30
BALENTINE & COMPANY LLC CHAIRMAN direct 2002-01-01 2004-07-16
BALENTINE & COMPANY LLC CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, TREASURER direct 2005-03-01 2005-03-31
RODNEY SQUARE MANAGEMENT CORP PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2004-10-01 2006-03-03
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC PRESIDENT, CHIEF EXECUTIVE OFFICER, MEMBER OF BOARD OF MANAGERS direct 2005-04-01 2006-05-30
RODNEY SQUARE MANAGEMENT CORP CHIEF EXECUTIVE OFFICER direct 2006-10-01 2008-03-27
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, MEMBER OF BOARD OF MANAGERS direct 2006-11-01 2008-05-27
RODNEY SQUARE MANAGEMENT CORP DIRECTOR, CHIEF EXECUTIVE OFFICER direct 2006-10-01 2009-03-24
WILMINGTON BROKERAGE SERVICES COMPANY DIRECTOR direct 2005-06-01 2009-03-31
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, PRESIDENT, MEMBER OF BOARD OF MANAGERS direct 2006-11-01 2009-05-22
CAMDEN PARTNERS HOLDINGS, LLC MANAGER direct 2006-02-01 2009-10-07
BALENTINE LLC CHIEF EXECUTIVE OFFICER direct 2009-12-01 2009-12-07
BALENTINE LLC CHIEF EXECUTIVE OFFICER / MANAGING MEMBER direct 2009-12-01 2009-12-10
BALENTINE LLC MANAGER/MEMBER indirect 2010-02-01 2010-03-11
BALENTINE LLC CEO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01 2011-03-01
BALENTINE LLC CHAIRMAN, CEO, MANAGEMENT COMMITTEE MEMBER direct 2010-02-01 2015-03-31
BALENTINE LLC MANAGING MEMBER indirect 2010-02-01 2015-03-31

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