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CLARENDON PRIVATE LLC
CRD 316616 · SEC 801-122430
131 CLARENDON STREET, 4TH FLOOR, BOSTON, MA, 02116-5131, United States
Phone
(617) 927 7999
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$352.1M
Discretionary AUM
$352.1M
Team
8 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.2M |
| High net worth individuals | 39 | $188.3M |
| Charitable organizations | 10 | $36.2M |
| Corporations/business entities | 11 | $125.3M |
States served
MA, NY, RI
All web addresses on file
Official SEC filing: View on IAPD