CLARO ADVISORS INC.
CRD #160294 SEC #801-80372 BOSTON, MA (800) 604-2838
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
22
Clients
51
Accounts
3,371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.3B | $1.3B | $25.4M | 22 | 11 |
| Oct 2025 | $1.3B | $1.3B | $25.4M | 22 | 11 |
| Jul 2025 | $1.3B | $1.3B | $25.4M | 22 | 11 |
| May 2025 | $1.3B | $1.3B | $25.4M | 22 | 11 |
| Mar 2025 | $1.3B | $1.3B | $25.4M | 22 | 11 |
| Nov 2024 | $1B | $999.6M | $20.1M | 22 | 11 |
| Jul 2024 | $1B | $999.6M | $20.1M | 22 | 11 |
| Mar 2024 | $1B | $999.6M | $20.1M | 22 | 11 |
| Mar 2024 | $2B | $2B | $20.1M | 22 | 11 |
| Sep 2023 | $787.3M | $734.4M | $53M | 22 | 50 |
| Mar 2023 | $787.3M | $734.4M | $53M | 22 | 50 |
| Apr 2022 | $763M | $718.4M | $44.6M | 18 | 47 |
| Mar 2022 | $763M | $718.4M | $44.6M | 18 | 47 |
| Sep 2021 | $588.3M | $548.1M | $40.2M | 15 | 70 |
| Apr 2021 | $588.3M | $548.1M | $40.2M | 15 | 70 |
| Mar 2021 | $588.3M | $548.1M | $40.2M | 15 | 70 |
| Nov 2020 | $443.6M | $423.3M | $20.2M | 15 | 0 |
| Jul 2020 | $443.6M | $423.3M | $20.2M | 15 | 0 |
| Jun 2020 | $443.6M | $423.3M | $20.2M | 15 | 0 |
| Mar 2020 | $443.6M | $423.3M | $20.2M | 15 | 0 |
| Jan 2020 | $339.7M | $302.3M | $37.4M | 12 | 40 |
| Dec 2019 | $339.7M | $302.3M | $37.4M | 12 | 40 |
| Dec 2019 | $339.7M | $302.3M | $37.4M | 12 | 40 |
| Dec 2019 | $339.7M | $302.3M | $37.4M | 12 | 40 |
| Oct 2019 | $339.7M | $302.3M | $37.4M | 12 | 40 |
| Apr 2019 | $339.7M | $302.3M | $37.4M | 12 | 40 |
| Mar 2019 | $339.7M | $302.3M | $37.4M | 12 | 40 |
| Dec 2018 | $245.1M | $233.2M | $11.8M | 11 | 360 |
| Nov 2018 | $245.1M | $233.2M | $11.8M | 11 | 360 |
| Apr 2018 | $245.1M | $233.2M | $11.8M | 11 | 360 |
| Mar 2018 | $245.1M | $233.2M | $11.8M | 11 | 360 |
| Dec 2017 | $185.6M | $175.6M | $10M | 7 | 267 |
| Sep 2017 | $185.6M | $175.6M | $10M | 7 | 300 |
| Apr 2017 | $185.6M | $175.6M | $10M | 7 | 300 |
| Mar 2017 | $185.6M | $175.6M | $10M | 7 | 300 |
| Nov 2016 | $151M | $137M | $14M | 8 | 200 |
| Feb 2016 | $151M | $137M | $14M | 6 | 200 |
| Sep 2015 | $170M | $149.3M | $20.7M | 5 | 200 |
| Mar 2015 | $170M | $149.3M | $20.7M | 5 | 200 |
| Oct 2014 | $167.5M | $147.4M | $20.1M | 5 | 200 |
| Sep 2014 | $167.5M | $147.4M | $20.1M | 5 | 200 |
| Apr 2012 | $68M | $68M | $0 | -- | 26 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
DateNov 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.4M
Employees22
Clients11
DateOct 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.4M
Employees22
Clients11
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.4M
Employees22
Clients11
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.4M
Employees22
Clients11
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.4M
Employees22
Clients11
DateNov 2024
Total AUM$1B
Discretionary$999.6M
Non-Disc.$20.1M
Employees22
Clients11
DateJul 2024
Total AUM$1B
Discretionary$999.6M
Non-Disc.$20.1M
Employees22
Clients11
DateMar 2024
Total AUM$1B
Discretionary$999.6M
Non-Disc.$20.1M
Employees22
Clients11
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$20.1M
Employees22
Clients11
DateSep 2023
Total AUM$787.3M
Discretionary$734.4M
Non-Disc.$53M
Employees22
Clients50
DateMar 2023
Total AUM$787.3M
Discretionary$734.4M
Non-Disc.$53M
Employees22
Clients50
DateApr 2022
Total AUM$763M
Discretionary$718.4M
Non-Disc.$44.6M
Employees18
Clients47
DateMar 2022
Total AUM$763M
Discretionary$718.4M
Non-Disc.$44.6M
Employees18
Clients47
DateSep 2021
Total AUM$588.3M
Discretionary$548.1M
Non-Disc.$40.2M
Employees15
Clients70
DateApr 2021
Total AUM$588.3M
Discretionary$548.1M
Non-Disc.$40.2M
Employees15
Clients70
DateMar 2021
Total AUM$588.3M
Discretionary$548.1M
Non-Disc.$40.2M
Employees15
Clients70
DateNov 2020
Total AUM$443.6M
Discretionary$423.3M
Non-Disc.$20.2M
Employees15
Clients0
DateJul 2020
Total AUM$443.6M
Discretionary$423.3M
Non-Disc.$20.2M
Employees15
Clients0
DateJun 2020
Total AUM$443.6M
Discretionary$423.3M
Non-Disc.$20.2M
Employees15
Clients0
DateMar 2020
Total AUM$443.6M
Discretionary$423.3M
Non-Disc.$20.2M
Employees15
Clients0
DateJan 2020
Total AUM$339.7M
Discretionary$302.3M
Non-Disc.$37.4M
Employees12
Clients40
DateDec 2019
Total AUM$339.7M
Discretionary$302.3M
Non-Disc.$37.4M
Employees12
Clients40
DateDec 2019
Total AUM$339.7M
Discretionary$302.3M
Non-Disc.$37.4M
Employees12
Clients40
DateDec 2019
Total AUM$339.7M
Discretionary$302.3M
Non-Disc.$37.4M
Employees12
Clients40
DateOct 2019
Total AUM$339.7M
Discretionary$302.3M
Non-Disc.$37.4M
Employees12
Clients40
DateApr 2019
Total AUM$339.7M
Discretionary$302.3M
Non-Disc.$37.4M
Employees12
Clients40
DateMar 2019
Total AUM$339.7M
Discretionary$302.3M
Non-Disc.$37.4M
Employees12
Clients40
DateDec 2018
Total AUM$245.1M
Discretionary$233.2M
Non-Disc.$11.8M
Employees11
Clients360
DateNov 2018
Total AUM$245.1M
Discretionary$233.2M
Non-Disc.$11.8M
Employees11
Clients360
DateApr 2018
Total AUM$245.1M
Discretionary$233.2M
Non-Disc.$11.8M
Employees11
Clients360
DateMar 2018
Total AUM$245.1M
Discretionary$233.2M
Non-Disc.$11.8M
Employees11
Clients360
DateDec 2017
Total AUM$185.6M
Discretionary$175.6M
Non-Disc.$10M
Employees7
Clients267
DateSep 2017
Total AUM$185.6M
Discretionary$175.6M
Non-Disc.$10M
Employees7
Clients300
DateApr 2017
Total AUM$185.6M
Discretionary$175.6M
Non-Disc.$10M
Employees7
Clients300
DateMar 2017
Total AUM$185.6M
Discretionary$175.6M
Non-Disc.$10M
Employees7
Clients300
DateNov 2016
Total AUM$151M
Discretionary$137M
Non-Disc.$14M
Employees8
Clients200
DateFeb 2016
Total AUM$151M
Discretionary$137M
Non-Disc.$14M
Employees6
Clients200
DateSep 2015
Total AUM$170M
Discretionary$149.3M
Non-Disc.$20.7M
Employees5
Clients200
DateMar 2015
Total AUM$170M
Discretionary$149.3M
Non-Disc.$20.7M
Employees5
Clients200
DateOct 2014
Total AUM$167.5M
Discretionary$147.4M
Non-Disc.$20.1M
Employees5
Clients200
DateSep 2014
Total AUM$167.5M
Discretionary$147.4M
Non-Disc.$20.1M
Employees5
Clients200
DateApr 2012
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees--
Clients26
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0