Investment adviser · CRD 173347
THE CLARIUS GROUP, LLC
Investment adviser filing (IA)
SEATTLE, WA, United States · Form ADV filed Jun 13, 2025
- Regulatory AUM
- $4.68B Form ADV · Item 5.F
- Client accounts
- 1,511 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 146 | $4,349,510,488 | 92.9% |
| Charities | 19 | $303,145,166 | 6.5% |
| Individuals | 116 | $27,354,843 | 0.6% |
Filing source
Form ADV 1996814 · Jun 13, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CLARIUS GLOBAL EQUITY FUND, LLCPrivate Equity Fund · Last reported Jun 13, 2025$92.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES
PCAOB 349
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
SEATTLE BANK
LEI 549300X01FL2VJJGCI54
Fund details & source
- Fund ID
- 805-6939673445
- Reported beneficial owners
- 36
- Minimum commitment
- $250K
- Form D file number
- 021-1993061
Form ADV 1996814 · Jun 13, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CLARIUS SMARTSHEET SPV, LLCPrivate Equity Fund · Last reported Jun 13, 2025$7.97MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES
PCAOB 349
SEATTLE BANK
LEI 549300X01FL2VJJGCI54
Fund details & source
- Fund ID
- 805-6505078283
- Reported beneficial owners
- 22
- Minimum commitment
- $50K
- Form D file number
- 021-536676
Form ADV 1996814 · Jun 13, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 13, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
999 THIRD AVENUE, SUITE 3050SEATTLE, WA, 98104, United States
CRD 173347
Filing source
Form ADV 1996814 · Jun 13, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.