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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) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 214 | 31.1 |
(b) Individuals (high net worth individuals) | 41 | 74.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 2.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 609 | 107.8 |
By Discretionary | ||
Discretionary | 605 | 105.9 |
Non-Discretionary | 4 | 2.0 |
Total | 609 | 107.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 107.8 | |
Total | 609 | 107.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
10-K | [0000913277] | |
10-Q | [0000913277] | |
3 | [0000913277] | |
4 | [0000913277] | |
8-K | [0000913277] | |
D | [0000913277] | |
SC 13G | [0000913277] | |
13F-HR | [0001844568] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Tublin - Difusco Advisors Inc
✚
|
NY | 0.1 |
Schnall Advisory Services Inc
✚
|
NY | 0.1 |
Bill Spalding Wealth Management
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GA | 0.1 |
R W Baker Wealth Management Group LLC
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|
WY | 0.1 |
West End Wealth Management LLC
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|
CO | 0.1 |
ATX Financial Planning LLC
✚
|
TX | 0.1 |
Montchanin Asset Management LLC
✚
|
DE | 0.1 |
Colchester Investment Counsel LLC
✚
|
CT | 0.1 |
Integrated Wealth Advisors LLC
✚
|
DE | 0.1 |
International Management Advisors Ltd
✚
|
OH | 0.1 |