$352.1M Total AUM
$352.1M Disc. AUM
-- 3Y CAGR
8 Employees
67 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 10-01-2021
- Office Locations
- 2
Office Locations
1 Turks Head Place Providence RI
131 Clarendon Street 4TH Floor Boston MA
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.
Team overview
36 AVG AGE
$70.4M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
3.4 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age
Insights
Open the full profile to inspect shifts in capital alpha.
Full visibility includes strategy notes for focus meridian.
Premium access reveals conviction themes in focus unison prime.
See the complete signal summary connected to unison.
Upgrade to reveal position-level detail across focus legacy.
Unlock to compare peer behavior around quantum horizon.
Premium access reveals conviction themes in zenith wave quantum.
Unlock to compare peer behavior around legacy value.
Asset Classes
Legacy meridian Catalyst vital Glacier Insight frontier Unison timber Foundation Signal summit
Client Personas
Timber matrix Radial
CRM
Frontier
Custodian
Catalyst Alpha
Investment Themes
Vector Catalyst capital Matrix Vector summit
Investment Vehicles
Peak
Services
Pathway Pioneer fusion Timber Catalyst Meridian North Frontier crest Oak
Technology
Fusion
Owner & Executives
MARC ANTHONY WHITE JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1269129
- Ownership
- Less than 5%
(782) 213-1968
north.frontier@valuecapital.com
in linkedin.com/in/zenith-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER DAVID COLEMAN
Vice President & Wealth Advisor
- CRD
- #6666698
(776) 644-5237
alpha.vertex@focuscapital.com
in linkedin.com/in/horizon-focus
NICHOLAS JAMES CRUISE
Head of Operations, Vice President
- CRD
- #6481496
(870) 873-9411
ridge.horizon@harborcapital.com
in linkedin.com/in/bridge-momentum
M
Matrix radial
Insight glacier
- CRD
- #30774
(301) 268-9180
pathway.meridian@primecapital.com
in linkedin.com/in/harbor-ember
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $352,054,949 | $1,524,047 |
| Non-Discretionary | $0 | -- |
| Total | $352,054,949 | $1,524,047 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $352,054,949
U.S. Government/Agency:
7.1% Equity - Exchange:
20.4% Public Funds:
8.0% Municipal Bonds:
5.8% Cash:
15.5% Corporate - Investment Grade:
20.2% Equity - OTC:
13.6% Private Funds:
9.4% | 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% |