Clarendon Private LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 13, 2026, reports $352M in regulatory assets under management, 8 employees, 1 office, and 231 accounts.
Assets Under Management
$352M
Employees
8
Offices
1 office
Total Clients
67
Primary office
BOSTON, MA
131 CLARENDON STREET, 4TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.2% of total clients.
Top client categories% of clientsClients
1
HNWI
58.2%
39
2
Corporations
16.4%
11
3
Charitable
14.9%
10
4
Individuals
10.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$352Mas of March 13, 2026
Discretionary100.0%
$352M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$352M
Total Accounts231
10Y AUM Change+$352M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee8:1
10Y Employee Change+6 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.