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CLARO ADVISORS INC.

Advisory

N·BOSTON, MA

Data as of Jul 27, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+29.5%

3-Year CAGR

+19.0%

Employees

18

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$31M

Discretionary %97.8%

Total Clients999

Team

Total Employees18

Investment Advisers37

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record44

First FilingJan 4, 2012

Latest FilingJul 27, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLARO ADVISORS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.