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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLARENDON PRIVATE LLC

CRD 316616

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aedac2a6-0447-1291-48ce-8eb4991e8e3d

Data as of Jul 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Aug 31, 2021 to Jul 28, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.54 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $352MItem 5.F on the latest filing (2026-07-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $352M
Private client RAUM: $191MderivedItem 5.D individuals plus high net worth individuals
Private client share: 54%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $70.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 231
Individual clients: 7
High net worth clients: 39
Custody, client assets: $8.6M
SEC number: 801-122430
CRD: 316616
Filings on the tape: 21
First filed: Aug 31, 2021
Latest filed: Jul 28, 2026
Organised: Limited Liability Company, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NICHOLAS JAMES CRUISE	n/a	BOSTON, MA	4	11	1	no
Tracy L Welch	n/a	BOSTON, MA	4	26	n/a	no
MARC ANTHONY WHITE	n/a	BOSTON, MA	4	41	n/a	no
Edwin Robert Hamlin	Certified Financial Planner	BOSTON, MA	3	13	1	no
CHRISTOPHER DAVID COLEMAN	n/a	BOSTON, MA \| Providence, RI	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROOKLINE BANCORP, INC.	MANAGING MEMBER (PARENT)	E	yes	08/2021	Aug 31, 2021	Dec 11, 2024
WHITE, MARC, ANTHONY	PRESIDENT & CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	Na	yes	08/2021	Aug 31, 2021	Dec 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BROOKLINE BANCORP, INC.	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Providence	Ri	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$352M	$352M	8	5	1	n/a	n/a
2024	Mar 7, 2025	$344M	$344M	9	4	2	n/a	n/a
2023	Feb 20, 2024	$329M	$329M	9	7	1	n/a	n/a
2022	Mar 7, 2023	$230M	$230M	9	6	0	n/a	n/a
2021	Jan 26, 2022	$127M	$127M	6	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$352M	$344M	2.3%	$230M	15.2%	8	9	1	2

Relationships

Registered with (8)

← CHRISTOPHER DAVID COLEMANAdvisorregistration: current employment
Mar 4, 2025 to presentfactForm ADV
← Edwin Robert HamlinAdvisorregistration: current employment
Aug 1, 2023 to presentfactForm ADV
← MARC ANTHONY WHITEAdvisorregistration: current employment
May 23, 2022 to presentfactForm ADV
← Tracy L WelchAdvisorregistration: current employment
May 19, 2022 to presentfactForm ADV
← NICHOLAS JAMES CRUISEAdvisorregistration: current employment
Dec 7, 2021 to presentfactForm ADV
← Thomas Vincent DunlapAdvisorregistration: previous registration
Feb 15, 2022 to Aug 13, 2024factForm ADV
← MATTHEW STEPHEN MORSEAdvisorregistration: previous registration
Oct 25, 2021 to Apr 9, 2024factForm ADV
← CHRISTOPHER JOHN BRADYAdvisorregistration: previous registration
Apr 12, 2022 to Aug 9, 2023factForm ADV

Controls (2)

← WHITE, MARC, ANTHONYOwnerPRESIDENT & CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 31, 2021 to Dec 11, 2024factForm ADV
← BROOKLINE BANCORP, INC.OwnerMANAGING MEMBER (PARENT), ownership code E, domestic entity
Aug 31, 2021 to Dec 11, 2024factForm ADV

Dated events

Occurred
Aug 13, 2024
Advisor changed firm
Thomas Vincent Dunlap left Clarendon Private Llc for Harmony Wealth Partners (registered 2024-09-24)
Form ADVobserved 5 days ago
Occurred
Apr 9, 2024
Advisor changed firm
Matthew Stephen Morse left Clarendon Private Llc for Harmony Wealth Partners (registered 2024-06-18)
Form ADVobserved 5 days ago
Occurred
Aug 9, 2023
Advisor changed firm
Christopher John Brady left Clarendon Private Llc for Rwa Wealth Partners (registered 2023-10-05)
Form ADVobserved 5 days ago
Occurred
Mar 7, 2023
Regulatory AUM changed
Clarendon Private Llc reported RAUM $230.4M, up 82% from $126.9M (2022-04-19 to 2023-03-07)
Form ADVobserved 5 days ago
$104M
Occurred
Aug 31, 2021
First Form ADV filing
Clarendon Private Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aedac2a6-0447-1291-48ce-8eb4991e8e3d
First observed: Aug 31, 2021
Last observed: Jul 28, 2026 54 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARENDON PRIVATE LLC

CRD 316616

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aedac2a6-0447-1291-48ce-8eb4991e8e3d

Data as of Jul 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NICHOLAS JAMES CRUISE

n/a

BOSTON, MA

Tracy L Welch

n/a

BOSTON, MA

n/a

MARC ANTHONY WHITE

n/a

BOSTON, MA

n/a

Edwin Robert Hamlin

Certified Financial Planner

BOSTON, MA

CHRISTOPHER DAVID COLEMAN

n/a

BOSTON, MA | Providence, RI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROOKLINE BANCORP, INC.

MANAGING MEMBER (PARENT)

yes

08/2021

Aug 31, 2021

Dec 11, 2024

WHITE, MARC, ANTHONY

PRESIDENT & CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER

yes

08/2021

Aug 31, 2021

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BROOKLINE BANCORP, INC.

n/a

City

State

Country

Employees

Also broker-dealer

Providence

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$352M

n/a

2024

Mar 7, 2025

$344M

n/a

2023

Feb 20, 2024

$329M

n/a

2022

Mar 7, 2023

$230M

n/a

2021

Jan 26, 2022

$127M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$352M

$344M

2.3%

$230M

15.2%