Klaren Capital
RIAState Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$142K
Accounts
95
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 151086
- Website
- www.klarencapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Klaren Capital is a small, independent registered investment adviser organized as an LLC and registered in Virginia. The firm serves individual and family clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its business activities include other financial product sales, and its fee model mixes asset-based fees, hourly charges, and performance-based fees. Ownership is on an individual basis rather than institutional or subsidiary-led.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents24%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Kortenkamp, Joshua F
RIAAUM $13.5MTEAM 1REPS 1
Lamonge Capital Management, LLC
RIAAUM $13.5MTEAM 1REPS 1
Ironbound Advisory LLC
RIAAUM $13.5MTEAM 1REPS 1
Tringle JR., John R.
RIAAUM $13.5MTEAM 1REPS 1
Hgturner Associates LLC
RIAAUM $13.5MTEAM 2REPS 2
Main Street Wealth Management, LLC
RIAAUM $13.5MTEAM 1REPS 1