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| Clarendon Private LLC
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| CRD # | 316616 |
| SEC # | 801-122430 |
| CIK # | 0001961628 |
| AUM | 352.1 M (2026-03-13) |
| Employees | 8 (62% 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 | 11.5 | ||
| Apple Inc | 5.9 | ||
| Microsoft Corp | 4.7 | ||
| Amazon Com Inc | 4.5 | ||
| Facebook Inc | 3.5 | ||
| Broadcom Inc | 3.3 | ||
| Alphabet Inc | 3.1 | ||
| Alphabet Inc | 2.0 | ||
| Johnson & Johnson | 1.5 | ||
| Berkshire Hills Bancorp Inc | 1.5 | ||
| Morgan Stanley | 1.2 | ||
| Lilly Eli & Co | 1.2 | ||
| AbbVie Inc | 1.1 | ||
| Bank of America Corp /DE/ | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.2 |
| (b) Individuals (high net worth individuals) | 39 | 188.3 |
| (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 | 10 | 36.2 |
| (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 | 11 | 125.3 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 352.1 |
| By Discretionary | ||
| Discretionary | 231 | 352.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 231 | 352.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.1 | |
| Total | 231 | 352.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961628] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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