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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 10-01-2021
- Office Locations
- 2
Office Locations
About Clarendon Private LLC
Clarendon Private LLC is a Boston-based RIA with 2 offices. The firm has been operating for 4 years. Managing $352.1M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
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Owner & Executives
MARC ANTHONY WHITE JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1269129
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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CHRISTOPHER DAVID COLEMAN
Vice President & Wealth Advisor
- CRD
- #6666698
NICHOLAS JAMES CRUISE
Head of Operations, Vice President
- CRD
- #6481496
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Insight glacier
- CRD
- #30774
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $352,054,949 | $1,524,047 |
| Non-Discretionary | $0 | -- |
| Total | $352,054,949 | $1,524,047 |
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Separately Managed Accounts
Total SMA Asset: $352,054,949
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $393,058,084 | 7.1% |
| Equity - Exchange | $1,129,349,987 | 20.4% |
| Public Funds | $442,882,348 | 8.0% |
| Municipal Bonds | $321,089,702 | 5.8% |
| Cash | $858,084,549 | 15.5% |
| Corporate - Investment Grade | $1,118,277,928 | 20.2% |
| Equity - OTC | $752,899,991 | 13.6% |
| Private Funds | $520,386,760 | 9.4% |
| Total | $5,536,029,349 | 100.0% |