|
⚲
|
| Claro Advisors Inc
✚
|
|
|---|---|
| CRD # | 160294 |
| SEC # | 801-80372 |
| CIK # | 0001764386 |
| AUM | $1.4 B (2026-06-11) |
| Employees | 37 (49% Investors, 0% Brokers) |
| Phone | 800-604-2838 |
| Address | 100 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($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 ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Claro Bain Technology Opportunities Fund | 2022-03-30 | 3.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 0.3 |
| (b) Individuals (high net worth individuals) | 362 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,161 | 1.4 |
| By Discretionary | ||
| Discretionary | 3,146 | 1.4 |
| Non-Discretionary | 15 | 0.0 |
| Total | 3,161 | 1.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.4 | |
| Total | 3,161 | 1.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764386] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1.4 |
|
Greene Wealth Management LLC
✚
|
WA | 1.4 |
|
Seven Springs Wealth Group LLC
✚
|
TN | 1.4 |
|
Cumberland Investment Counsel Inc
✚
|
1.4 | |
|
Greenline Partners LLC
✚
|
NY | 1.4 |
|
Marino Stram and Associates LLC
✚
|
MA | 1.4 |
|
49 Wealth Management LLC
✚
|
TX | 1.4 |
|
Schroder Wealth Management US Limited
✚
|
1.4 | |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1.4 |
|
Pivot Capital Partners LLC
✚
|
IL | 1.4 |