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Building 2CLARENDON PRIVATE LLC

Map pinBOSTON, MA
Phone(617) 927 7999
NotebookSEC #801-122430
Total AUM
$352.1M
Employees
8
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 CLARENDON STREET
4TH FLOOR
BOSTON
MA 02116-5131
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(617) 927 7999
Other Offices
1

ReceiptFinancials

Total AUM
$352.1M
Accounts
231
Discretionary
$352.1M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$2.2M
HNW Individual Clients
39
AUM
$188.3M
Charitable Organization Clients
10
AUM
$36.2M
Corporation or Business Clients
11
AUM
$125.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYRI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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