CLARUS GROUP LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $158.0M |
| Discretionary | $154.2M98% of AUM |
| Non-Discretionary | $3.8M |
| Client Accounts | 561 |
| Avg Account Size | $282K |
| Employees | 2 |
| Peak AUM | $158.0MJan 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $158M | +25.1% | +21.4% | +15.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $158.0M |
| Discretionary | $154.2M |
| Employees | 2 |
| Client Accounts | 561 |
| Client Range | 101-250 |
Contact & Location
Address
1120 AVENUE OF AMERICAS
NEW YORK NY 10036
Phone
(732) 325-0456
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$154M
97.6% of AUM
Non-Discretionary
$4M
2.4% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company