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Claro Advisors Inc.

● SEC registered since 2014CRD 160294SEC# 801-80372Boston, MA
Export (members)
Ranks #2,591 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.41B
Fund GAV
$3.7M
Private funds
1
Employees
37
Accounts
3,161
Location
Boston, MA

Claro Advisors Inc. assets under management

Claro Advisors Inc. operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2014. It reports $1.4 billion in regulatory assets under management and employs 37 people. Claro Advisors Inc. manages 1 private fund with combined gross assets of $3.7 million, including Claro Bain Technology Opportunities Fund. By regulatory assets, it ranks 2,591 of 6,004 private fund managers.

Claro Advisors Inc. private funds

1 funds · $3.7M GAV
FundTypeGross assetsMin.
Claro Bain Technology Opportunities FundOther Private$3.7M$200K

Claro Advisors Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Collier StreetManaging Director, Chief Operating Officer, And Chief Compliance OfficerUnder 5%2014
Ryan Scott Belanger ControlManaging PrincipalOver 75%2012

Frequently asked questions

How much does Claro Advisors Inc. manage?

Claro Advisors Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Claro Advisors Inc. manage?

Claro Advisors Inc. manages 1 private funds with combined gross assets of $3.7 million.

How many employees does Claro Advisors Inc. have?

Claro Advisors Inc. reports 37 employees.

Where is Claro Advisors Inc. located?

Claro Advisors Inc. is based in Boston, MA and has been SEC-registered since 2014.

Does Claro Advisors Inc. disclose fund performance?

Claro Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 High Street, Suite 950, Boston, MA 02110
Phone(800) 604-2838
Fax(800) 508-1983
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1764386
Discloses disciplinary historyNo

Regulatory AUM

$1.41B▲ 10%
Mar '25 — $1.28BApr '25 — $1.28BMay '25 — $1.28BJun '25 — $1.28BJul '25 — $1.28BAug '25 — $1.28BSep '25 — $1.28BOct '25 — $1.28BNov '25 — $1.28BDec '25 — $1.28BJan '26 — $1.28BFeb '26 — $1.28BMar '26 — $1.41BApr '26 — $1.41BMay '26 — $1.41BJun '26 — $1.41B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
AUM vs fund managersTop 43%
Larger than 57% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$1.41Bregulatory AUM
Discretionary $1.38BNon-discretionary $30.9M