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| Claro Advisors LLC
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| |
|---|---|
| CRD # | 160294 |
| SEC # | 801-80372 |
| CIK # | 0001764386 |
| AUM | $1.0 BB (2024-07-25) |
| Employees | 22 (77% Investors, 0% Brokers) |
| Phone | 800-604-2838 |
| Address | 100 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| KVYO | 31.9 | ||
| AAPL | 2,382,844.0 | 24.9 | |
| MSFT | 1,918,222.4 | 23.6 | |
| AMZN | 1,092,997.8 | 13.1 | |
| NVDA | 399,550.0 | 12.6 | |
| JPM | 340,169.2 | 8.7 | |
| META | 434,852.0 | 7.2 | |
| AVGO | 201,282.9 | 6.4 | |
| GOOG | 1,482,566.4 | 6.2 | |
| PG | 338,108.9 | 5.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Claro Bain Technology Opportunities Fund | 2022-03-30 | 2.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 728 | 0.2 |
| (b) Individuals (high net worth individuals) | 254 | 0.7 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,282 | 1.0 |
| By Discretionary | ||
| Discretionary | 3,207 | 1.0 |
| Non-Discretionary | 75 | 0.0 |
| Total | 3,282 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.0 | |
| Total | 3,282 | 1.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001764386] |
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IL | 1.0 |
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WV | 1.0 |
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