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Clarius

Clarius is an investment advisor in Seattle with $2.81B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
471887414
SEC advisor number
801-80681
FINRA CRD number
173347
AUM ?
$2.81B (as of 17 Jun 21)
Accounts
678 (as of 17 Jun 21)
Employees
22 (9 investment advisory or research)
Address
Clarius
999 THIRD AVENUE, SUITE 3050
SEATTLE
WA 98104
Office hours
Monday - Friday, 8:00 - 5:00
Phone
206 462-7400
Owner Title From %Ownership
Vernon, Keith, Randolph Managing Member; Partner 10/2014 50-75%
Talbot, Matthew, Parker CIO 04/2015 50-75%
Luzier, Chelsea, Viola Chief Compliance Officer; Investment Operations Director 07/2019 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 432 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$110.11M 1.4M 1.39M 0
$106.96M 379.4K 378.27K +0.3
$78.98M 24.04K 23.8K +1.0
$51.87M 470.26K 465.35K +1.1
$51.31M 973.92K 956.04K +1.9
$49.18M 796.36K 746.74K +6.6
$42.51M 918.07K 879.57K +4.4
$38M 96.36K 93.91K +2.6
$32.04M 226.4K 227.42K -0.5
$31.96M 478.34K 461.87K +3.6
$19.61M 45.7K 45.26K +1.0
$17.34M 59.75K 60.41K -1.1
$16.98M 148.61K 106.31K +39.8
Lattice Strategies TR
$16.89M 561.09K 529.74K +5.9
$16.46M 6.16K 6.09K +1.1
$15.92M 411.18K 398.93K +3.1
$15.38M 45.31K 44.61K +1.6
$13.39M 5.03K 4.94K +1.7
$12.22M 177.58K 185K -4.0
$9.53M 39.41K 39.41K 0
$9.07M 11.69K 11.23K +4.1
$8.01M 38.68K 9.47K +308.3
$5.78M 21.17K 20.69K +2.3
$5.71M 9.36K 9.27K +1.0
$5.65M 34.49K 33.6K +2.7
$5.03M 11.19K 11.1K +0.8
$4.69M 34.65K 34.64K 0
$4.62M 28.58K 27.97K +2.2
$4.43M 19.96K 19.72K +1.2
$4.07M 12.41K 12.18K +1.9
$3.98M 10.19K 9.94K +2.5
$3.96M 17.8K 17.47K +1.9
$3.84M 11.03K 10.86K +1.6
$3.78M 13.93K 12.54K +11.0
Vanguard BD Index FDS
$3.75M 74.85K 122.99K -39.1
$3.67M 86.43K 84.92K +1.8
$3.63M 12K 2.57K +367.6
$3.58M 25.57K 24.8K +3.1
$3.5M 13.46K 13.14K +2.4
$3.45M 34.57K 34.57K 0
$3.44M 132.31K 132.31K 0
$3.44M 6.02K 5.88K +2.2
$3.41M 5.92K 5.73K +3.2
$3.36M 19.86K 19.86K -0.0
$3.34M 65.31K 115.91K -43.7
$2.94M 62.16K 61.11K +1.7
$2.86M 51.14K 50.16K +2.0
$2.8M 5.77K 5.72K +0.8
$2.49M 28.59K 28.09K +1.8
$2.49M 10.31K 10.13K +1.8
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings