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The Clarus Group Inc
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CRD # | 310163 |
SEC # | 801-119388 |
CIK # | 0001844568, 0000913277 |
AUM | $877.3 MM (2025-02-05) |
Employees | 13 (69% Investors, 0% Brokers) |
Phone | 713-621-3500 |
Address | 520 Post Oak Blvd Houston, TX 77027 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 422 | 141.7 |
(b) Individuals (high net worth individuals) | 184 | 733.5 |
(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 | 2.1 |
(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 | 1,807 | 877.3 |
By Discretionary | ||
Discretionary | 1,807 | 877.3 |
Non-Discretionary | 0 | 0.0 |
Total | 1,807 | 877.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 877.3 | |
Total | 1,807 | 877.3 |
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 13D/13G Filer | Form 13D/13G Subject | Filed |
---|---|---|
[2023-02-09] | ||
[2022-09-15] | ||
[2022-09-02] | ||
[2022-08-29] | ||
[2021-07-12] | ||
[2021-04-09] | ||
[2020-04-21] | ||
[2020-02-14] | ||
[2020-02-07] | ||
[2018-03-06] | ||
View All |
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Glen Eagle Advisors LLC
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|
NJ | 0.9 |
Golden State Equity Partners LLC
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|
CA | 0.9 |
Ameliora Wealth Management Ltd
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|
0.9 | |
Talon Private Wealth LLC
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|
FL | 0.9 |
Charles Pratt & Company LLC
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|
NY | 0.9 |
RFG - Bristol Wealth Advisors LLC
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|
MA | 0.9 |
Burt Associates Incorporated
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|
MD | 0.9 |
Promethos Capital LLC
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|
MA | 0.9 |
Bass and Bell Inc
✚
|
AR | 0.9 |
Baker Ellis Asset Management LLC
✚
|
WA | 0.9 |