The Clarius Group LLC

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Assets, Funds, Holdings

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The Clarius Group LLC
CRD #173347
SEC #801-80681
CIK #0001664214
AUM $4.0 BB (2024-03-26)
Employees 35 (43% Investors, 0% Brokers)
Phone206-462-7400
Address999 Third Avenue, Suite 3050
Seattle, WA 98104
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
PCAR 28,930.7 238.0
MSFT 1,918,222.4 139.5
AMZN 1,092,997.8 62.3
NVDA 399,550.0 30.5
AAPL 2,382,844.0 30.5
GOOGL 1,475,138.5 12.1
CINF 18,864.2 11.3
GOOG 1,482,566.4 11.2
DNLI 3,600.8 9.5
META 434,852.0 9.0
View All
Holdings by Sector ($MM)
1500120090060030002016201920222025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Clarius Global Equity Fund LLC 2024-03-26 51.9
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 75 0.0
(b) Individuals (high net worth individuals) 136 3.7
(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 0.0
(h) Charitable organizations 14 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 0.0
(n) Other 0 0.0
Total 1,124 4.0
By Discretionary
Discretionary 826 2.4
Non-Discretionary 298 1.6
Total 1,124 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 1,124 4.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001664214]
Comparable Firms State AUM ($BB)
Pacific Portfolio Consulting LLC
WA 4.8
Balentine LLC
GA 4.7
Mayflower Financial Advisors LLC
MA 4.7
Klingenstein Fields & Co LP
NY 4.6
Westmount Asset Management LLC
CA 4.3
Winthrop Capital Management LLC
IN 3.8
360 One Portfolio Managers Limited
3.7
IWP Wealth Management LLC
CO 3.6
Wescott Financial Advisory Group LLC
PA 3.4
Insigneo Advisory Services LLC
FL 3.1
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