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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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 5 years. Managing $352.1M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between September 12, 2025 and July 28, 2026, reported AUM increased 2.3%, from $344.3M to $352.1M.
Across 5 reported observations, AUM increased 177.5% between April 19, 2022 and July 28, 2026, from $126.9M to $352.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 67 clients, or 13.4 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Clarendon Private LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICHOLAS JAMES CRUISE
Chief Compliance Officer, DIRECTOR, HEAD OF OPERATIONS, Vice President
- CRD
- #6481496
- Ownership
- Less than 5%
MARC ANTHONY WHITE JR
Chief Executive Officer, President
- CRD
- #1269129
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER DAVID COLEMAN
Vice President & Wealth Advisor
- CRD
- #6666698
Edwin Robert Hamlin
Advisor
- CRD
- #7365633
Showing 2 of 6 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
SMA allocation detail is available
Clarendon Private LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.