SourcingSourcing

CLARUS VENTURES, LLC

C35
CRD 160980·SEC 801-114471·CAMBRIDGE, MA
AUM
$805.6M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARUS VENTURES, LLC
CRD
160980
SEC file #
801-114471
EIN
411337773
DBA names
—

Economics

AUM
$805.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.82B → $805.6M▼ -56%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
31
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
13 advisors → 21 advisors▲ +62%
Primary office
CAMBRIDGE MA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
instagram.com/blackstone(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CATALYST FUND HOLDCO L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CATALYST FUND HOLDCO L.P.
GALAKATOS, NICHOLAS, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001615352
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2014-08-05
Edgar Last Filing Date
2025-04-24
Edgar Form D Count
1
Edgar Form D Offerings
2014-08-052014-08-05 · 0001615352-14-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan18
E*trade4
Edgar Addresses
Mailing
101 MAIN STREETSUITE 1210CAMBRIDGE, MA 02142
Business
101 MAIN STREETSUITE 1210CAMBRIDGE, MA 02142
Edgar EIN
411337773
Edgar Recent Filings
40-APP/A2025-04-24 · 0001193125-25-093651
40-APP/A2025-04-11 · 0001193125-25-079181
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (3)

3
GALAKATOS, NICHOLAS, GEORGE
Executive Officer · 2.5%
5624996
LIPTAK, ROBERT, WILLIAM
Executive Officer · 2.5%
2476048
Novak, Alicia, Melissa
Executive Officer · 2.5%
8140296