CLARENDON PRIVATE LLC

131 Clarendon Street
4th Floor
Boston, Massachusetts 02116-5131
Tel: (617) 927 7999

About CLARENDON PRIVATE LLC

CLARENDON PRIVATE LLC, formally registered with the SEC as CLARENDON PRIVATE LLC. The firm was established in 10/01/2021. They have over 3 offices throughout the country.

CLARENDON PRIVATE LLC is a Boston, Massachusetts based Financial Planning firm with nearly $344,304,586 assets under management, offering retirement planning & investment advisory services to 184 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316616
SEC#	801-122430
Assets Managed by Firm	$344,304,586
No. of Clients	184
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	184	$344,304,586
Individuals (other than high net worth individuals)	6	$1,251,200
High net worth individuals	29	$159,355,100
Charitable organizations	5	$31,236,697
Corporations or other businesses	13	$152,461,589

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