SourcingSourcing

CLARENDON CAPITAL, LLC

C46
CRD 298698·SEC 801-128458·TYSONS, VA
AUM
$275.4M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$826K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARENDON CAPITAL, LLC
CRD
298698
SEC file #
801-128458
EIN
884193326
DBA names
—

Economics

AUM
$275.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$222.2M → $275.4M▲ +24%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
9 advisors → 8 advisors▼ -11%
Primary office
TYSONS VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
clarendoncap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Fornasiero, Mark, Gil
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Fornasiero, Mark, Gil
Raue, Michael, John
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLARENDONCAP.COM
Rdap Domain Creation Date
2009-01-15T16:12:27Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002063680
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-04-22
Edgar Last Filing Date
2025-04-22
Edgar Form D Count
1
Edgar Form D Offerings
2025-04-222025-04-22 · 0001879785-25-000022

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O CLARENDON CAPITAL, LLC1850 TOWERS CRESCENT PLAZA, SUITE 500TYSONS, VA 22182
Business
C/O CLARENDON CAPITAL, LLC1850 TOWERS CRESCENT PLAZA, SUITE 500TYSONS, VA 22182
Edgar EIN
884193326
Edgar Recent Filings
D2025-04-22 · 0001879785-25-000022
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-15T16:12:27Z
Rdap Domain Last Changed
2023-12-05T08:15:17Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7009530
Trust Company Affiliate
No

People (3)

3
Fornasiero, Mark, Gil
Direct Owner · 87.5%
7009530
Raue, Michael, John
Direct Owner · 17.5%
7009531
STAGGS, Kelley, Elizabeth
Executive Officer · 2.5%
7533979