CLARO ADVISORS LLC

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Claro Advisors is based out of Boston. Claro Advisors is a large advisory firm with 354 clients and discretionary assets under management (AUM) of $233,226,309 (Form ADV from 2018-12-21). Their last reported 13F filing for Q4 2018 included $124,853,000 in managed 13F securities and a top 10 holdings concentration of 24.36%. Claro Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 20,000. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.8%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CLARO ADVISORS, LLC
185 DARTMOUTH STREET 6TH FLOOR
BOSTON MA    02116
Country: United States

Business Phone: (800) 604-2838
Fax: (866) 920-4359
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 354
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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CLARO ADVISORS, LLC

ownership team - last updated 2018-12-21
Name Title Start Date Direct/Indirect % Ownership
BELANGER, RYAN, SCOTT MANAGING MEMBER 01/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
CLARO ADVISORS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-01-01
CLARO ADVISORS, LLC MANAGING MEMBER direct 2012-01-01
CLARO ADVISORS, LLC MANAGING PRINCIPAL direct 2012-01-01
STREET, JENNIFER, COLLIER CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORBY ASSET MANAGEMENT LLC PORTFOLIO MANAGER direct 2007-01-01
CORBY ASSET MANAGEMENT, LLC PARTNER; CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER direct 2006-08-01
CORBY ASSET MANAGEMENT, LLC PARTNER direct 2006-08-01
CLARO ADVISORS, LLC CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2014-07-01
CLARO ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01

CLARO ADVISORS, LLC

ownership team - last updated 2018-04-02
Name Title Start Date Direct/Indirect % Ownership
BELANGER, RYAN, SCOTT MANAGING MEMBER 01/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
CLARO ADVISORS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 2012-01-01
CLARO ADVISORS, LLC MANAGING MEMBER direct 2012-01-01
CLARO ADVISORS, LLC MANAGING PRINCIPAL direct 2012-01-01
STREET, JENNIFER, COLLIER CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORBY ASSET MANAGEMENT LLC PORTFOLIO MANAGER direct 2007-01-01
CORBY ASSET MANAGEMENT, LLC PARTNER; CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER direct 2006-08-01
CORBY ASSET MANAGEMENT, LLC PARTNER direct 2006-08-01
CLARO ADVISORS, LLC CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2014-07-01
CLARO ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01

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