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 registered with the SEC in 2021. The firm bills on a percentage-of-assets basis and identifies itself as a capital allocator that serves both individual/family clients and institutional investors. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Clarendon indicates it is an active ESG investor and lists ties to banking or trust-company channels among its industry affiliations.
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 4
Christopher 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 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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