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| Claris Advisors LLC
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| |
|---|---|
| CRD # | 117734 |
| SEC # | 801-66993 |
| CIK # | |
| AUM | $677.6 MM (2024-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 314-655-5504 |
| Address | 800 Market Street St Louis, MO 63101-2501 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 81.1 |
| (b) Individuals (high net worth individuals) | 129 | 550.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 16.3 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 30.0 |
| (n) Other | 0 | 0.0 |
| Total | 941 | 677.6 |
| By Discretionary | ||
| Discretionary | 941 | 677.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 941 | 677.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 677.6 | |
| Total | 941 | 677.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vaquero Private Wealth Ltd
✚
|
TX | 0.7 |
|
High Probability Advisors LLC
✚
|
NY | 0.7 |
|
Cubic Asset Management LLC
✚
|
MA | 0.7 |
|
Pennsylvania Capital Management Inc
✚
|
PA | 0.7 |
|
Marathon Capital Management LLC
✚
|
MD | 0.7 |
|
Ramsay Stattman Vela & Price Inc
✚
|
CO | 0.7 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.7 |
|
Droms Strauss Advisors Inc
✚
|
MO | 0.7 |
|
Whitegate Investment Counselors Inc
✚
|
NH | 0.7 |
|
Round Rock Advisors LLC
✚
|
CT | 0.7 |