Clarendon Private LLC
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
FINTRXOverview
Clarendon Private LLC is an independent RIA and the private wealth division of Beacon Bank & Trust. The firm is SEC-registered (registered in 2021) and operates as a fee-based advisor charging a percentage of assets under management. Its client mix includes individuals, families, foundations and institutional accounts. Services listed on its ADV emphasize financial planning, discretionary portfolio management for individuals and businesses, and manager selection — reflecting a hybrid in-house/advisory model in which Clarendon acts as a capital allocator and as a selector of third‑party managers. The firm reports being an active ESG investor and provides relationship-driven private banking and lending solutions through its parent-bank affiliation.
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
- US Government Bonds40%
- Exchange Traded Equities25%
- Public Funds/Mutual Funds19%
- State & Local Bonds8%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Marc White
President and Chief Executive OfficerCRD 1269129
Contacts
3 of 5
Nicholas Cruise
Vice PresidentCRD 6481496
Christopher Coleman
Vice President, Wealth AdvisorCRD 6666698
Edwin Hamlin
Vice PresidentCRD 7365633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$61.6M in ETFs
81%
$50M
18%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI EX US ETF (ACWX) | BlackRock | Passive | Foreign Large Blend | $8.1M | 105,929 | 13.09% |
Location
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
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