# Clavis Capital Management, LLC

> Clavis Capital Management, LLC is a state-registered investment advisory firm in Englewood Cliffs, NJ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 332545
- Filed as: CLAVIS CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Englewood Cliffs, NJ
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332545
- AdvisorCensus page: https://advisorcensus.com/firm/clavis-capital-management-llc-englewood-cliffs-nj-332545

## Quick answers

**How is Clavis Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clavis Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clavis Capital Management, LLC located?**
Clavis Capital Management, LLC's principal office is in Englewood Cliffs, NJ, according to its Form ADV.

**Is Clavis Capital Management, LLC registered with the SEC or a state?**
Clavis Capital Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332545.

**How much does Clavis Capital Management, LLC manage?**
Clavis Capital Management, LLC reports $11,519,324 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Clavis Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); corporations or other businesses not listed above (1).

**Does Clavis Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332545

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $11,519,324
- Discretionary: $11,519,324
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $9,284,965 |
| Corporations or other businesses not listed above | 1 | $2,234,359 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- claviscap.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clavis Capital Management, LLC (CRD 332545): Form ADV filing data as of October 2026.
