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| Happy Holidays!! thanks for using AUM13F!! |
| Claro Advisors LLC
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| CRD # | 160294 |
| SEC # | 801-80372 |
| CIK # | 0001764386 |
| AUM | $1.3 B (2025-07-01) |
| Employees | 22 (73% Investors, 0% Brokers) |
| Phone | 800-604-2838 |
| Address | 100 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001764386 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 20.8 | ||
| Apple Inc | 20.3 | ||
| Nvidia Corp | 16.1 | ||
| Amazon Com Inc | 13.8 | ||
| J P Morgan Chase & Co | 11.3 | ||
| Facebook Inc | 10.7 | ||
| Broadcom Inc | 9.2 | ||
| Grayscale Bitcoin Trust BTC | 7.8 | ||
| Alphabet Inc | 5.0 | ||
| Alphabet Inc | 4.7 | ||
| Procter & Gamble Co | 4.5 | ||
| Exxon Mobil Corp | 4.4 | ||
| Home Depot Inc | 4.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Claro Bain Technology Opportunities Fund | 2022-03-30 | 2.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 729 | 0.3 |
| (b) Individuals (high net worth individuals) | 242 | 0.8 |
| (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 | 18 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,371 | 1.3 |
| By Discretionary | ||
| Discretionary | 3,354 | 1.3 |
| Non-Discretionary | 17 | 0.0 |
| Total | 3,371 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.3 | |
| Total | 3,371 | 1.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764386] |
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|---|---|---|
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MA | 1.3 |
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Campbell Newman Asset Management Inc
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VA | 1.3 |
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FL | 1.3 |
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Petersen Hastings Wealth Advisors Inc
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WA | 1.3 |
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Meramec Financial Planners LLC
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MO | 1.3 |
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Northern Trust Securities Inc
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IL | 1.3 |
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TBH Global Asset Management LLC
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TN | 1.3 |
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Cumberland Investment Counsel Inc
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1.3 | |
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Wealthplan Partners LLC
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NE | 1.3 |