CLARENDON PRIVATE LLC
Adviser information for CLARENDON PRIVATE LLC last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 128 | $328.6M |
| Non-Discretionary | 0 | $0 |
| Total | 128 | $328.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $822,317 |
| HNW Individuals | 29 | $113.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $40.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 14 | $174.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-122430 |
|---|---|
| SEC ERA File Number | 801-122430 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316616 |
| Legal Entity Identifier | None |
Principal Office
131 CLARENDON STREET4TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (617) 927 7999, Fax: None
Chief Compliance Officer
MARC A. WHITE
PRESIDENT & CHIEF EXECUTIVE OFFICER
131 CLARENDON STREET
4TH FLOOR
BOSTON
MA
United States
Tel:
(617) 927 7999
M*****@*******************M
(Full email address available in API data)
Regulatory Contact
NICHOLAS CRUISE
VICE PRESIDENT OF OPERATIONS
131 CLARENDON STREET
4TH FLOOR
BOSTON
MA
United States
Tel:
(617) 927 7999
N******@*******************M
(Full email address available in API data)
Industry Affiliates
| BROOKLINE BANCORP, INC. | Banking or thrift institution |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BROOKLINE BANCORP, INC. | Domestic Entity | – | MANAGING MEMBER (PARENT) | 08/2021 | > 75% |
| WHITE, MARC, ANTHONY | Individual | – | PRESIDENT & CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | 08/2021 | < 5% |