CLARENDON CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$275M
Discretionary
$275M
100% of AUM
Avg account
$55.1M
Accounts
5
Employees
11
Advisory reps
3

Firm details

Headquarters
TYSONS, Virginia
CRD number
298698
Registered since
August 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clarendon Capital, LLC is a privately held limited liability company that operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (2023) and owned by an individual principal. Its advisory work centers on portfolio management for pooled investment vehicles, and it serves in sponsor/GP/managing-member roles for those vehicles. Compensation is a blend of percentage-of-assets fees and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Kelley STAGGS

    Controller & Chief Compliance OfficerCRD 7533979

Contacts

2 of 2
  • Michael Raue

    PartnerCRD 7009531

  • Mark Fornasiero

    Managing PartnerCRD 7009530

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TYSONS, VA

FAIRFAX

Location

TYSONS, VA

Headquartered in TYSONS, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
1850 Towers Crescent Plz
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth