Account Minimums and Types of Clients — Form ADV Part 2A (5/31/2024)
[Brochure]
Item 7 Types of Clients
Gratus works with individuals, families, high net worth individuals, retirement accounts, ERISA plans,
charities, limited partnerships, and other businesses. We are also the investment manager of five private
funds.
Filed 2026-03-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Filed 2026-03-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Filed 2026-03-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown
Accounts
AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)
419
0.4
(b) Individuals (high net worth individuals)
646
2.1
(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
7
0.2
(g) Pension and profit sharing plans
12
0.0
(h) Charitable organizations
15
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