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| Clarus Group LLC
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| |
|---|---|
| CRD # | 310156 |
| SEC # | 801-119319 |
| CIK # | 0000913277, 0001844568 |
| AUM | $107.8 MM (2024-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 732-325-0456 |
| Address | 1120 Avenue of Americas New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0000913277 0001844568 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Exxon Mobil Corp | 385,508.3 | 11.0 | |
| Apple Inc | 2,382,844.0 | 9.2 | |
| Microsoft Corp | 1,918,222.4 | 8.8 | |
| Black Stone Minerals LP | 3,025.8 | 5.2 | |
| Amazon Com Inc | 1,092,997.8 | 4.5 | |
| Nvidia Corp | 399,550.0 | 4.3 | |
| Chevron Corp | 294,604.1 | 2.7 | |
| Energy Transfer Equity LP | 31,904.4 | 2.1 | |
| Alphabet Inc | 1,482,566.4 | 2.1 | |
| Comstock Resources Inc | 3,181.5 | 2.0 | |
| J P Morgan Chase & Co | 340,169.2 | 1.9 | |
| Enterprise Products Partners L P | 54,009.8 | 1.8 | |
| Plains All American Pipeline LP | 7,075.9 | 1.2 | |
| UnitedHealth Group Inc | 477,004.0 | 1.2 | |
| Wal Mart Stores Inc | 335,434.5 | 1.1 | |
| Alphabet Inc | 1,475,138.5 | 1.1 | |
| VISA Inc | 419,260.5 | 1.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 31.1 |
| (b) Individuals (high net worth individuals) | 41 | 74.8 |
| (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 | 0 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 107.8 |
| By Discretionary | ||
| Discretionary | 605 | 105.9 |
| Non-Discretionary | 4 | 2.0 |
| Total | 609 | 107.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.8 | |
| Total | 609 | 107.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0000913277] | |
| 10-Q | [0000913277] | |
| 3 | [0000913277] | |
| 4 | [0000913277] | |
| 8-K | [0000913277] | |
| D | [0000913277] | |
| SC 13G | [0000913277] | |
| 13F-HR | [0001844568] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Clarus Corp | |
| Kanders Warren B | |
| Sokolow Nicolas | |
| House Donald | |
| Werner Roger | |
| Ottmann Susan | |
| Henning Michael A | |
| Yates Michael J | |
| Walker James E | |
| Walbrecht John | |
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