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| Claris Advisors LLC
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|
|---|---|
| CRD # | 117734 |
| SEC # | 801-66993 |
| CIK # | |
| AUM | $581.9 MM (2023-03-20) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 314-655-5504 |
| Address | 800 Market Street St Louis, MO 63101-2501 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 58.0 |
| (b) Individuals (high net worth individuals) | 126 | 498.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.6 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 864 | 581.9 |
| By Discretionary | ||
| Discretionary | 864 | 581.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 864 | 581.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 581.9 | |
| Total | 864 | 581.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Atlantic Private Wealth LLC
✚
|
NC | 0.6 |
|
de Groote Financial Group LLC
✚
|
CA | 0.6 |
|
Fitzroy Investment Advisors LLC
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|
FL | 0.6 |
|
Vaquero Private Wealth Ltd
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|
TX | 0.6 |
|
Harfst and Associates Inc
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|
WY | 0.6 |
|
Atlas Wealth LLC
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|
OH | 0.6 |
|
Torray LLC
✚
|
MD | 0.6 |
|
Stolper & Company
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|
CA | 0.6 |
|
Builder Investment Group Inc
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|
GA | 0.6 |
|
Investment Partners Ltd
✚
|
OH | 0.6 |