Gordon Ryan Freeman
Financial advisor at Ballentine Partners, LLC · Waltham, MA
Last updated 2026-10-10
Claim your profileGordon Ryan Freeman is a financial advisor at Ballentine Partners, LLC in Waltham, MA, CRD 7563529. Licenses and exams on the registration: Series 65. First registered 2022-08-23.
Registration
- CRD number
- 7563529
- Registration status
- Active
- First registered
- 2022-08-23
- Years of experience
- 12
- States registered
- MA
Licenses and exams
- Series 65
Work history
- 2015-09 to 2022-04 · Consumer Auto Parts · Lowell, MA
- 2022-05 to 2025-02 · Ballentine Partners, LLC · Waltham, MA
- 2018-08 to 2022-05 · University of Massachusetts Lowell · Lowell, MA
- 2014-08 to 2018-08 · North Middlesex Regional High School · Townsend, MA
- 2025-02 to Present · Ballentine Partners, LLC · Waltham, MA
Current employment
- Ballentine Partners · Waltham, MA
Ballentine Partners, LLC
- Regulatory AUM
- $15,316,738,538
- Registered advisors
- 90
- Offices
- 15
- Clients per advisor
- 3.9 (Low)
- Average AUM per client
- $43.4M (Moderate)
- High-net-worth client ratio
- 96.9% (Very high)
Ballentine Partners, LLC: advisors, services and reported ETF investments
Reported ETF positions
Ballentine Partners reports 136 ETF positions worth $6.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $2B |
| IEFA — iShares Core MSCI EAFE ETF | $654.1M |
| ITOT — iShares Core S&P Total U.S. Stock Market ETF | $517.4M |
| IEMG — iShares Core MSCI Emerging Markets ETF | $362.4M |
| VEA — Vanguard FTSE Developed Markets ETF | $357.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ballentine Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $277.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $277.5M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $1.8M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $203.5K | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ballentine Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
230 Third Ave, Floor 6, Waltham, MA 02451
10 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 781-314-1300
- Website: ballentinepartners.com
Official record
Are you Gordon Ryan Freeman?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.