RIA Intel›Advisers›California›CLARIVEST ASSET MANAGEMENT LLC

CLARIVEST ASSET MANAGEMENT LLC

Institutional

N·SAN DIEGO, CA

Data as of Dec 26, 2024 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

-13.7%

3-Year CAGR

-14.9%

Employees

10

Assets Under Management

Total AUM$3.0B

Discretionary AUM$3.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees10

Investment Advisers17

Employee Growth (1Y)-28.6%

Filing History

Total Filings on Record45

First FilingFeb 28, 2006

Latest FilingDec 26, 2024

🔒 Full AUM trend chart and 45 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLARIVEST ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.