Claritas Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Claritas Advisors is an SEC-registered investment manager that provides discretionary portfolio management and advisory services primarily to institutional clients and pooled vehicles, while remaining able to work with high-net-worth individuals under a negotiable account minimum. Clients enter an investment management agreement that defines the advisor’s discretionary authority and the scope of ongoing portfolio supervision.
The firm combines quantitative and fundamental analysis with an emphasis on risk management to construct multi-asset portfolios, implementing strategies primarily with exchange-traded funds but also holding mutual funds, individual stocks, bonds, and legacy positions when appropriate. Portfolios are actively managed with periodic rebalancing and tactical adjustments to address changing market conditions, liquidity needs, and tax considerations.
Noteworthy aspects include the firm’s modest assets under management (approximately $2.3 million) and concentration of leadership in a single principal who also serves as the firm’s chief investment and compliance officer and who brings prior institutional banking and asset-management experience. The firm does not accept proxy-voting responsibility, may recommend custodians and receive non-monetary benefits (research, software, support), and permits related-person trading subject to quarterly reporting and its Code of Ethics.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Account minimum: $1,000,000 (negotiable)
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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