The Clarius Group LLC

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The Clarius Group LLC
CRD #173347
SEC #801-80681
CIK #0001664214
AUM
Employees 35 (43% Investors, 0% Brokers)
Phone206-462-7400
Address999 Third Avenue, Suite 3050
Seattle, WA 98104
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.02011201620212026
Sector Form 13F Holdings Value ($M)
Paccar Inc 265.6
Microsoft Corp 152.7
Amazon Com Inc 65.8
Starbucks Corp 34.1
Apple Inc 31.0
Nvidia Corp 26.7
Alphabet Inc 15.2
Alphabet Inc 12.9
Cincinnati Financial Corp 12.3
Facebook Inc 8.8
Holdings by Sector ($M)
18001440108072036002014201820222027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 116 0.0
(b) Individuals (high net worth individuals) 146 4.3
(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 0 0.0
(h) Charitable organizations 19 0.3
(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 1,511 4.7
By Discretionary
Discretionary 1,266 3.0
Non-Discretionary 245 1.7
Total 1,511 4.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.7
Total 1,511 4.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001664214]
Firm Profile (Form ADV)
Clients2
ServesInstitutional, Retail
Fund TypesPrivate Equity
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