Claro Advisors is a fund manager in Boston with $762.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
454146877
SEC advisor number
801-80372
FINRA CRD number
160294
AUM ?
$1.02 bn
(as of 25 Mar 24)
Accounts
3,282
(as of 25 Mar 24)
Employees
22
(17 investment advisory or research)
Address
Claro Advisors
185 DARTMOUTH STREET, 6TH FLOOR
BOSTON
MA 02116
185 DARTMOUTH STREET, 6TH FLOOR
BOSTON
MA 02116
Phone
8006042838
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Claro Advisors, LLC | $762.99 mm | |
Claro Bain Technology Opportunities Fund | $4.45 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Mar 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22