Data / Investment advisers / Massachusetts / Claro Advisors Inc.
Claro Advisors Inc., Boston, MA: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Claro Advisors Inc. is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $1.4 billion in regulatory assets under management in its Form ADV filed October 2, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Claro Advisors Inc. (CRD number 160294): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 160294
- SEC file number
- 801-80372
- SEC status
- Approved, effective October 8, 2014
- Main office
- 100 High Street Suite 950, Boston, MA 02110
- Phone
- (800) 604-2838
- Regulatory AUM
- $1,407,659,698 in the Form ADV filed October 2, 2026
- Discretionary AUM
- $1,376,745,142
- Non discretionary AUM
- $30,914,556
- Accounts
- 3,161
- Employees
- 37, of which 18 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $3,672,001
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 362 | $941.2 million |
| Individuals (other than high net worth individuals) | 730 | $271.3 million |
| Corporations or other businesses | 10 | $154.2 million |
| Pension and profit sharing plans | 14 | $29.2 million |
| Charitable organizations | 7 | $11.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.41 billion | March 31, 2026 |
| December 1, 2025 | $1.28 billion | November 17, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capital Impact Advisors | Boston | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Ta Realty LLC | Boston | $1.48 billion | 3 | adviserinfo.sec.gov |
| Par Capital Management, Inc. | Boston | $1.47 billion | 1 | adviserinfo.sec.gov |
| Icapital, LLC | Boston | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Diametric Capital, LP | Boston | $1.41 billion | 2 | adviserinfo.sec.gov |
| Green Century Capital Management Inc | Boston | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Weatherbie Capital, LLC | Boston | $1.34 billion | 2 | adviserinfo.sec.gov |
| Marble Harbor Investment Counsel, LLC | Boston | $1.32 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Claro Advisors Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.