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| Clarendon Private LLC
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| |
|---|---|
| CRD # | 316616 |
| SEC # | 801-122430 |
| CIK # | |
| AUM | $328.6 MM (2024-08-13) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 617-927-7999 |
| Address | 131 Clarendon Street Boston, MA 02116-5131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.8 |
| (b) Individuals (high net worth individuals) | 29 | 113.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 40.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 174.0 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 328.6 |
| By Discretionary | ||
| Discretionary | 128 | 328.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 128 | 328.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.6 | |
| Total | 128 | 328.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Giverny Capital Advisors LLC
✚
|
NJ | 0.3 |
|
Kimery Wealth Management LLC
✚
|
TN | 0.3 |
|
Medallion Wealth Advisors LLC
✚
|
CT | 0.3 |
|
Investment Management Consultants
✚
|
NV | 0.3 |
|
Riverstone Advisors LLC
✚
|
TX | 0.3 |
|
Ceera Investments LLC
✚
|
TX | 0.3 |
|
Cherrydale Wealth Management LLC
✚
|
NJ | 0.3 |
|
Zullo Investment Group Inc
✚
|
PA | 0.3 |
|
Seven Mile Advisory LLC
✚
|
NJ | 0.3 |
|
Miller Financial Services LLC
✚
|
MI | 0.3 |