Clarendon Capital provides portfolio management for pooled vehicles. The firm advises 5 private funds.
Clarendon Capital reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($275M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $275M | 100.0% | $55.1M |
| Total | 5 | $275M | 100% | $55.1M |
- Clients
- 5
- Regulatory AUM
- $275M
- AUM share
- 100.0%
- Avg. per client
- $55.1M
Total
- Clients
- 5
- Regulatory AUM
- $275M
- AUM share
- 100%
- Avg. per client
- $55.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
Clarendon Capital is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Mark Fornasiero owns 75% or more of Clarendon Capital. The leadership team of Clarendon Capital includes President Kelley Staggs. It has 11 employees, 8 of them in advisory roles.
Staff
- 11 employees
- 8 in advisory functions
- Owns 75% or more of Clarendon Capital, LLC
Mark Fornasiero
Control person · since July 2017
- Owns 10% to 25% of Clarendon Capital, LLC
Michael Raue
Control person · since July 2017
Clarendon Capital’s regulatory assets grew from $216M (June 2023) to $275M (March 2026); clients rose from 4 to 5 and employees were 11 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $275M | 5 | 11 | 1 |
| Mar 2025March 2025 | $222M | 5 | 12 | 1 |
| May 2024May 2024 | $213M | 5 | 11 | 1 |
| Jun 2023June 2023 | $216M | 4 | 11 | 1 |
Besides its headquarters, Clarendon Capital has 0 offices, with 1 listed address in 1 state.
Virginia · 1 listed address
- 1850 Towers Crescent Plaza, Suite 500, TysonsHQ
Contact and registration details
- Legal name
- Clarendon Capital, LLC
- Headquarters
- 1850 Towers Crescent Plaza, Suite 500, Tysons, VA 22182
- Website
- clarendongrp.com
- Phone
- 703-705-2017
- @clarendoncapital
- SEC file
- 801-128458
- Structure
- Delaware LLC
- Fiscal year end
- December
Clarendon Capital has custody of $248M for 5 clients.
How many clients does Clarendon Capital have?
Clarendon Capital has 5 clients and manages $275 million for them, as of March 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Clarendon Capital offer?
Clarendon Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Clarendon Capital have?
Clarendon Capital has 0 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Clarendon Capital?
Clarendon Capital’s direct owners are Mark Fornasiero (75% or more) and Michael Raue (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Clarendon Capital get paid?
Clarendon Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Clarendon Capital?
Clarendon Capital’s main office is at 1850 Towers Crescent Plaza, Suite 500, Tysons, VA 22182. Its phone number is 703-705-2017. Its website is clarendongrp.com.