Clarendon Private LLC

RIASEC RegisteredEst. 2021
Total AUM
$352M
Discretionary
$352M
100% of AUM
Avg account
$1.5M
Accounts
231
Employees
8
Advisory reps
5

Firm details

Headquarters
Boston, Massachusetts
CRD number
316616
Registered since
October 1, 2021
Website
www.clarendonprivate.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI53.5%
  • Corporations / Businesses35.59%
  • Charitable Organizations10.27%
  • Individuals0.64%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarendon Private LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and businesses, and the selection of outside managers. Clarendon identifies as a capital allocator and reports active incorporation of ESG considerations into its investment process. It also lists industry affiliations with banking or trust institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 40%, Exchange Traded Equities 25%, Public Funds/Mutual Funds 19%, State & Local Bonds 8%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, Private Funds 1%40%
  • US Government Bonds40%
  • Exchange Traded Equities25%
  • Public Funds/Mutual Funds19%
  • State & Local Bonds8%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Marc White

    Marc White

    President and Chief Executive OfficerCRD 1269129

Contacts

3 of 4
  • Christopher Coleman

    Christopher Coleman

    Vice President​, Wealth AdvisorCRD 6666698

  • Edwin Hamlin

    Edwin Hamlin

    Vice PresidentCRD 7365633

  • Nicholas Cruise

    Nicholas Cruise

    Vice PresidentCRD 6481496

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$61.6M in ETFs

Passive

81%

$50M

Active

18%

$11.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI EX US ETF (ACWX)BlackRockPassiveForeign Large Blend$8.1M105,92913.09%
Unlock additional holdings →

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
131 Clarendon St
Time zone
ET (UTC-5)
Office locations

Similar firms

Stance Capital LLC

RIA

Boston, MA

AUM $354MTEAM 5REPS 6

Crawford Fund Management, LLC

RIA

Boston, MA

AUM $356MTEAM 4REPS 3

Assetgrade, LLC

RIA

Boston, MA

AUM $338MTEAM 3REPS 3

Loon Lake Capital Management LP

RIA

Boston, MA

AUM $336MTEAM 6REPS 2

Donoghue Forlines LLC

RIA

Boston, MA

AUM $371MTEAM 7REPS 5

Boston Family Advisors LLC

RIA

Boston, MA

AUM $330MTEAM 10REPS 8
More RIAs in Boston →All Massachusetts RIAs →