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| Happy Holidays!! thanks for using AUM13F!! |
| Clarendon Private LLC
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| CRD # | 316616 |
| SEC # | 801-122430 |
| CIK # | 0001961628 |
| AUM | $344.3 M (2025-06-26) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 617-927-7999 |
| Address | 131 Clarendon Street Boston, MA 02116-5131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001961628 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.9 | ||
| Microsoft Corp | 6.0 | ||
| Facebook Inc | 4.6 | ||
| Amazon Com Inc | 4.5 | ||
| Apple Inc | 4.0 | ||
| Broadcom Inc | 3.0 | ||
| Alphabet Inc | 1.9 | ||
| Mastercard Inc | 1.4 | ||
| Priceline Com Inc | 1.4 | ||
| Morgan Stanley | 1.2 | ||
| Progressive Corp/Oh/ | 1.2 | ||
| Wells Fargo & Co/MN | 1.2 | ||
| Exxon Mobil Corp | 1.2 | ||
| Boston Scientific Corp | 1.1 | ||
| Linde PLC | 1.1 | ||
| Bank of America Corp /DE/ | 1.1 | ||
| Southern Co | 1.0 | ||
| Eaton Corp Ltd | 1.0 | ||
| McDonalds Corp | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.3 |
| (b) Individuals (high net worth individuals) | 29 | 159.4 |
| (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 | 5 | 31.2 |
| (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 | 13 | 152.5 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 344.3 |
| By Discretionary | ||
| Discretionary | 184 | 344.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 344.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.3 | |
| Total | 184 | 344.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001961628] |
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|---|---|---|
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