← Tributary

CLARENDON PRIVATE LLC

BOSTON, MA · CRD 316616 · IAPD ↗ · (617) 927-7999

$352.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2025 — CLARENDON PRIVATE LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
March 2025 — CLARENDON PRIVATE LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2024 — CLARENDON PRIVATE LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2024 — CLARENDON PRIVATE LLC reported RAUM up 43% ($230.4M -> $328.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — CLARENDON PRIVATE LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — CLARENDON PRIVATE LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.