Clarendon Private LLC
Clarendon Private LLC is a boutique wealth management firm headquartered in Boston, MA, USA. Acting as a private bank and investment management firm, it provides high-net-worth clients and families with customized wealth management solutions including investment management, financial planning, and private banking services. Founded by Marc A. White, Jr., who serves as President & CEO, the firm emphasizes high-touch, personalized client service, access to premier investment products, and integrated financial solutions tailored to each client’s needs. The firm has been recognized as one of America’s Top Financial Advisory Firms by Newsweek in 2025. The team collectively averages 20 years of experience in private wealth management, offering both depth and breadth of expertise.
Investment Strategy
Clarendon Private LLC adopts a long-term, client-tailored investment approach, building portfolios designed to meet individual investment goals and risk tolerances. The firm optimizes for superior risk-adjusted returns across entire market cycles, utilizing a blend of asset classes including global equities (through active, passive, and hybrid strategies with tax efficiency), fixed income (individual bonds and managed bond portfolios focused on customized yield and capital preservation), and alternative assets (including private equity, venture capital, real estate, and private credit). Investment horizons are typically 3-5 years, capitalizing on market inefficiencies caused by behavioral biases. The firm also provides comprehensive wealth planning, addressing evolving client needs across family, finance, legal, and tax considerations.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 9.51% | $9.9M | 62,628 | $133.36 | $157.99 | +$2.8M |
M MSFT | MICROSOFT CORP | 5.74% | $6.0M | 12,002 | $421.47 | $497.41 | +$1.4M |
M META | META PLATFORMS INC | 4.40% | $4.6M | 6,199 | $585.29 | $738.09 | +$956.9K |
A AMZN | AMAZON COM INC | 4.31% | $4.5M | 20,463 | $218.79 | $219.39 | +$507.2K |
S SPY | SPDR S&P 500 ETF TR | 4.09% | $4.3M | 6,888 | $586.02 | $617.85 | +$363.1K |