Claro Advisors Inc.
● SEC registered since 2014CRD 160294SEC# 801-80372Boston, MA
Ranks #2,598 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$1.41B
Fund GAV
$3.7M
Private funds
1
Employees
37
Accounts
3,161
Location
Boston, MA
Claro Advisors Inc. assets under management
Claro Advisors Inc. operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2014. It reports $1.4 billion in regulatory assets under management and employs 37 people. Claro Advisors Inc. manages 1 private fund with combined gross assets of $3.7 million, including Claro Bain Technology Opportunities Fund. By regulatory assets, it ranks 2,598 of 6,037 private fund managers.
Claro Advisors Inc. private funds
1 funds · $3.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Claro Bain Technology Opportunities Fund | Other Private | $3.7M | $200K |
Claro Advisors Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Nmn Dechellis Control | Board Member | Under 5% | 2026 |
| Benedict Brian Control | Board Member | Under 5% | 2026 |
| Jennifer Collier Street | Chief Compliance Officer / Chief Operating Officer | Under 5% | 2014 |
| Michael Kelly Simon Control | Chairman Of The Board | Under 5% | 2026 |
| Ndvr Control | Shareholder | 25-50% | 2025 |
| Ryan Scott Belanger Control | Board Member And Chief Executive Officer | 50-75% | 2012 |
| Michael Kelly Simon Control | Chairman Of The Board | 50-75% | 2019 |
Frequently asked questions
How much does Claro Advisors Inc. manage?
Claro Advisors Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Claro Advisors Inc. manage?
Claro Advisors Inc. manages 1 private funds with combined gross assets of $3.7 million.
How many employees does Claro Advisors Inc. have?
Claro Advisors Inc. reports 37 employees.
Where is Claro Advisors Inc. located?
Claro Advisors Inc. is based in Boston, MA and has been SEC-registered since 2014.
Does Claro Advisors Inc. disclose fund performance?
Claro Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 High Street, Suite 950, Boston, MA 02110 |
| Phone | (800) 604-2838 |
| Fax | (800) 508-1983 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1764386 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.41B▲ 10%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,340 advisers
AUM vs fund managersTop 43%
Larger than 57% of 6,037 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 15%
More than 85% of 16,820 advisers
Assets under management
$1.41Bregulatory AUM
Discretionary $1.38BNon-discretionary $30.9M
Service providers
Custodian
Administrator