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| Claro Advisors Inc
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|---|---|
| CRD # | 160294 |
| SEC # | 801-80372 |
| CIK # | 0001764386 |
| AUM | 1,407.7 M (2026-06-11) |
| Employees | 37 (49% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-604-2838 |
| Address | 100 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.8 | ||
| Nvidia Corp | 20.7 | ||
| Microsoft Corp | 19.6 | ||
| Amazon Com Inc | 18.3 | ||
| J P Morgan Chase & Co | 11.9 | ||
| Facebook Inc | 9.6 | ||
| Alphabet Inc | 9.5 | ||
| Broadcom Inc | 9.0 | ||
| Alphabet Inc | 8.5 | ||
| Hubspot Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Claro Bain Technology Opportunities Fund | 2022-03-30 | 3.7 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 0.3 |
| (b) Individuals (high net worth individuals) | 362 | 0.9 |
| (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 | 14 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (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 | 10 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,161 | 1.4 |
| By Discretionary | ||
| Discretionary | 3,146 | 1.4 |
| Non-Discretionary | 15 | 0.0 |
| Total | 3,161 | 1.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.4 | |
| Total | 3,161 | 1.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764386] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 22 |
| Serves | Institutional, Retail |
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