Clarendon Private LLC
● SEC registered since 2021CRD 316616SEC# 801-122430Boston, MA
Reg. AUM
$352.1M
Employees
8
Accounts
231
Location
Boston, MA
Clarendon Private LLC assets under management
Clarendon Private LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2021. It reports $352.1 million in regulatory assets under management and employs 8 people.
Clarendon Private LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beacon Financial Corporation Control | Managing Member (parent) | Over 75% | 2025 |
| Marc Anthony White Control | President & Chief Executive Officer / Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Clarendon Private LLC manage?
Clarendon Private LLC reports $352.1 million in regulatory assets under management on its Form ADV.
How many employees does Clarendon Private LLC have?
Clarendon Private LLC reports 8 employees.
Where is Clarendon Private LLC located?
Clarendon Private LLC is based in Boston, MA and has been SEC-registered since 2021.
Does Clarendon Private LLC disclose fund performance?
Clarendon Private LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 131 Clarendon Street, 4th Floor, Boston, MA 02116-5131 |
| Phone | (617) 927 7999 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$352.1M▲ 2%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$352.1Mregulatory AUM
Discretionary $352.1M