Klaren Capital

Overview

Klaren Capital is a small, independent registered investment adviser focused on individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients, and also engages in other financial product sales. Investment activity leans toward an equity-first posture: exchange-traded equities represent the bulk of invested assets and the firm lists “preference: equities” on its filing. Klaren Capital is not an active ESG investor and operates from a single office, managing the majority of client relationships on a discretionary basis. Fee arrangements are mixed: Klaren Capital charges a percentage of AUM, can bill hourly, and offers performance-based fee structures in some circumstances. The presence of performance-based fees alongside allocations to hedge funds suggests the firm may use tailored fee schedules or investable vehicles that permit incentive fees for certain client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices