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The Clarus Group Inc
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CRD # | 310163 |
SEC # | 801-119388 |
CIK # | 0000913277, 0001844568 |
AUM | $798.0 MM (2024-05-29) |
Employees | 14 (57% Investors, 0% Brokers) |
Phone | 713-621-3500 |
Address | 520 Post Oak Blvd Houston, TX 77027 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
XOM | 385,508.3 | 11.0 | |
AAPL | 2,382,844.0 | 9.2 | |
MSFT | 1,918,222.4 | 8.8 | |
BSM | 3,025.8 | 5.2 | |
AMZN | 1,092,997.8 | 4.5 | |
NVDA | 399,550.0 | 4.3 | |
CVX | 294,604.1 | 2.7 | |
ET | 31,904.4 | 2.1 | |
GOOG | 1,482,566.4 | 2.1 | |
CRK | 3,181.5 | 2.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 430 | 134.8 |
(b) Individuals (high net worth individuals) | 171 | 663.2 |
(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 | 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 | 1,680 | 798.0 |
By Discretionary | ||
Discretionary | 1,680 | 798.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,680 | 798.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 798.0 | |
Total | 1,680 | 798.0 |
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 |
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Clarus Corp | |
Kanders Warren B | |
Sokolow Nicolas | |
House Donald | |
Werner Roger | |
Ottmann Susan | |
Henning Michael A | |
Yates Michael J | |
Walker James E | |
Walbrecht John | |
View All |
Comparable Firms | State | AUM ($BB) |
---|---|---|
CLG LLC
✚
|
CA | 0.8 |
Hahn Capital Management LLC
✚
|
CA | 0.8 |
Strid Group LLC
✚
|
PA | 0.8 |
Trebuchet Consulting LLC
✚
|
PA | 0.8 |
West Paces Advisors Inc
✚
|
GA | 0.8 |
Sprinkle Financial Consultants LLC
✚
|
CO | 0.8 |
Violich Capital Management
✚
|
CA | 0.8 |
Burt Associates Incorporated
✚
|
MD | 0.8 |
Phocas Financial Corporation
✚
|
CA | 0.8 |
Strata Wealth Advisors LLC
✚
|
TX | 0.8 |