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 registered investment adviser organized as an LLC and SEC-registered in 2021. The firm acts as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of third‑party managers. Clarendon identifies as an active ESG investor and maintains banking and trust company affiliations that support its advisory services.
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 Bonds43%
- Exchange Traded Equities24%
- Public Funds/Mutual Funds15%
- State & Local Bonds11%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1MARC WHITE
President and Chief Executive OfficerCRD 1269129
Contacts
3 of 4CHRISTOPHER COLEMAN
Vice President, Wealth AdvisorCRD 6666698
Edwin Hamlin
Vice PresidentCRD 7365633
NICHOLAS CRUISE
Vice PresidentCRD 6481496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$51.3M in ETFs
82%
$42M
17%
$9.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI EX US ETF (ACWX) | BlackRock | Passive | Foreign Large Blend | $6.8M | 99,715 | 13.32% |
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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