$158.0M Total AUM
$154.2M Disc. AUM
-- 3Y CAGR
2 Employees
192 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-19-2020
- Office Locations
- 2
Office Locations
1120 Avenue OF Americas 4TH Floor NEW York NY
-- Hermosa Beach CA
About Clarus Group LLC
Clarus Group LLC is a New York-based RIA serving business owners and entrepreneurs with financial planning, tax-aware guidance, and discretionary portfolio management. Portfolios emphasize asset allocation with a heavy ETF mix alongside mutual funds and fixed income, and may incorporate alternatives when appropriate. Custodied primarily at Charles Schwab and supported by Black Diamond and Pontera.
Team overview
-- AVG AGE
$79.0M AVG AUM / ADVISOR
$822.7K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Prime pioneer Focus vector Focus Frontier Horizon insight Quantum
Client Personas
Unison legacy Horizon
Custodian
Fusion wave Ember Oak Signal harbor Vector foundation Fusion crest Meridian Fusion
Investment Themes
Timber foundation
Investment Vehicles
Signal
Platform
Quantum Beacon
Services
Timber Frontier Ridge Value Fusion Oak Catalyst eagle Beacon value Value fusion Oak legacy Pathway
Owner & Executives
B
BRYAN JEFFREY KOSLOW
Principal
- CRD
- #5096391
- Ownership
- 75% or more
(275) 725-7633
horizon.summit@glaciercapital.com
in linkedin.com/in/fusion-signal
Lisa Marie LaFond
Chief Compliance Officer, Senior Compliance Consultant
- CRD
- #4575679
- Ownership
- Less than 5%
(930) 352-7219
vital.oak@timbercapital.com
in linkedin.com/in/summit-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
G
Garrett Paul Edson
Wealth Advisor
- CRD
- #8264121
(556) 978-9466
north.peak@wavecapital.com
in linkedin.com/in/frontier-unison
Michael Francis Raimondi
Investment Advisor
- CRD
- #5220594
(313) 980-2398
peak.delta@timbercapital.com
in linkedin.com/in/optima-momentum
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,174,267 | $279,808 |
| Non-Discretionary | $3,786,246 | $378,625 |
| Total | $157,960,513 | $281,570 |
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Separately Managed Accounts
Total SMA Asset: $157,960,513
Equity - Exchange:
10.4% Public Funds:
19.6% U.S. Government/Agency:
12.3% Corporate - Investment Grade:
14.2% Municipal Bonds:
19.7% Other:
18.1% Cash:
5.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $120,309,259 | 10.4% |
| Public Funds | $226,736,681 | 19.6% |
| U.S. Government/Agency | $142,288,835 | 12.3% |
| Corporate - Investment Grade | $164,268,411 | 14.2% |
| Municipal Bonds | $227,893,500 | 19.7% |
| Other | $209,384,384 | 18.1% |
| Cash | $65,938,729 | 5.7% |
| Total | $1,156,819,799 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ELEMENT RADIAL | MOMENTUM OAK | 044R9C3WU | FXADI | 5.96% | $95,630,868 |
| FOUNDATION PIONEER SUMMIT | PIONEER PEAK | EHVV7ZKL9 | MHIQ | 0.88% | $109,961,947 |
| VERTEX OPTIMA PIONEER | ZENITH WAVE | 2JI4M7R73 | PIEAG | 4.29% | $7,345,479 |
| CATALYST PRIME | ZENITH DELTA | ZNXQE654G | KLZ | 9.65% | $103,026,157 |
| HORIZON CATALYST ELEMENT | FUSION ZENITH | EGZIF42TB | UIQXL | 5.05% | $101,578,445 |
| FRONTIER MOMENTUM RIDGE | ALPHA DELTA | XQSO4GHUO | TXEPK | 6.00% | $65,988,774 |
| QUANTUM WAVE | PRIME FOUNDATION | D8JN52XB0 | WDMCR | 12.43% | $44,336,723 |
| RIDGE FOCUS | PEAK HORIZON | DL0OYX53Y | ADACY | 1.46% | $70,393,848 |