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Clarius

Company Profile
Clarius is an investment advisor in Seattle with $3.44 bn assets under management.

Company profile

Website
www.clariusgroup.com
Employees
Incorporated
Washington
Location
Washington
Fiscal year end
Dec 31
SEC CIK
0001664214
IRS number
471887414
SEC advisor number
801-80681
FINRA CRD number
173347
AUM ?
$3.44 bn (as of 31 Mar 22)
Accounts
809 (as of 31 Mar 22)
Employees
32 (13 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
Brochures
  • Form Adv Part 2A Dated March 31, 2022 (31 Mar 22)

Ownership

Owner Title From %Ownership
Vernon, Keith, Randolph Managing Member; Partner 10/2014 50-75%
Talbot, Matthew, Parker CIO, Managing Member, Partner 04/2015 50-75%
Luzier, Chelsea, Viola Chief Compliance Officer; Investment Operations Director 07/2019 < 5%
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21
13F-HR
Quarterly holdings report by institutional manager
6 Aug 21
13F-HR
Quarterly holdings report by institutional manager
27 Apr 21
13F-HR
Quarterly holdings report by institutional manager
15 Jan 21
13F-HR
Quarterly holdings report by institutional manager
9 Oct 20
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