SAN DIEGO, CACRD 139785Latest ADV December 17, 2025
Clarivest Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated December 17, 2025, reports $3.0B in regulatory assets under management, 17 employees, and 27 accounts.
Assets Under Management
$3.0B
Employees
17
Offices
--
Total Clients
29
Primary office
SAN DIEGO, CA
3611 VALLEY CENTRE DRIVE, SUITE 100, SAN DIEGO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentSEED ACCOUNTS represent 31.0% of total clients.
Top client categories% of clientsClients
1
SEED ACCOUNTS
31.0%
9
2
Pooled Investment Vehicles
24.1%
7
3
Investment Cos.
13.8%
4
4
Pension Plans
13.8%
4
5
Government
13.8%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of December 17, 2025
Discretionary100.0%
$3.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.0B
Total Accounts27
10Y AUM Change$-1.1B (-27.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee2:1
10Y Employee Change-4 (-19.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.