ClariVest Asset Management
ClariVest Asset Management is a San Diego-based boutique institutional investment adviser and affiliate of Raymond James Investment Management that manages international equity portfolios for institutional investors using a behavioral finance-driven investment process, offering separately managed accounts and the Carillon ClariVest International Stock Fund (EISIX).
- Company typePrivate
- Founded2006
- HeadquartersSan Diego, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What ClariVest Asset Management does
ClariVest Asset Management LLC is a boutique institutional investment adviser headquartered in San Diego, California, specializing in international equity portfolio management for non-U.S. developed and emerging markets. Founded in 2006, the firm operates as a boutique affiliate of Raymond James Investment Management, a subsidiary of publicly-traded Raymond James Financial (NYSE: RJF), combining focused investment expertise with the institutional infrastructure of a larger financial services organization. ClariVest's investment philosophy is grounded in behavioral finance principles, with a stated objective of exploiting market inefficiencies caused by investor behavioral biases through disciplined, fundamental stock selection.
The firm serves exclusively institutional investors and institutional-investment industry consultants, offering separately managed accounts (SMAs) and a mutual fund vehicle, the Carillon ClariVest International Stock Fund (ticker EISIX). The institutional website is gated, requiring confirmation of institutional investor or consultant status before granting access to investment advisory fees, composite performance data, and SMA information, with no retail distribution channel. The firm's process is documented across dedicated website sections covering Behavioral Foundation, Philosophy, Process, Managing Risk, Differentiating Factors, and Sustainable Investing. Distribution occurs through direct institutional sales relationships and consultant channels, supplemented by quarterly fund commentaries.
ClariVest generates revenue through investment management fees charged to institutional clients, structured around assets under management with potential performance-based components. As a regulated investment adviser registered with the U.S. Securities and Exchange Commission, the firm files publicly accessible Form ADV disclosures. No revenue, AUM, or specific fee schedules are publicly disclosed. The firm maintains 11-50 employees and operates globally, with documented investment exposure across international markets including positions in South Korea, Chile, Saudi Arabia, and China.
ClariVest Asset Management firmographics
Firmographics- Name
- ClariVest Asset Management
- Legal name
- ClariVest Asset Management LLC
- Website
- https://clarivest.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ClariVest Asset Management is a San Diego-based boutique institutional investment adviser and affiliate of Raymond James Investment Management that manages international equity portfolios for institutional investors using a behavioral finance-driven investment process, offering separately managed accounts and the Carillon ClariVest International Stock Fund (EISIX).
- Ownership category
- akta.pro rank
Where ClariVest Asset Management is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ClariVest Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Management Fees: Investment advisory fees charged to institutional clients for separately managed accounts and fund management. Fee structures likely based on assets under management (AUM) and may include performance fees.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
ClariVest Asset Management product offering
Product offeringCore offering
ClariVest Asset Management is a boutique, SEC-registered institutional investment adviser that manages international equity portfolios for institutional clients through separately managed accounts and the Carillon ClariVest International Stock Fund (EISIX). The firm applies a behavioral finance-based stock selection process across developed and emerging international markets and earns revenue from investment advisory fees on assets under management.
Differentiator
Problem solved
Functional benefit
Products and services
- Carillon ClariVest International Stock Fund (EISIX) A mutual fund (ticker EISIX) managed by ClariVest that provides institutional investors with active exposure to non-U.S. developed and emerging market equities using the firm's behavioral finance-based stock selection process. The fund outperformed its MSCI ACWI ex-USA Index benchmark in Q4 2025.
- Separately Managed Accounts (SMAs) — International Equity Strategies Customized separately managed accounts that provide institutional clients with direct ownership of international equity portfolios managed under ClariVest's behavioral finance-based investment process, with institutional-quality reporting and direct portfolio customization.
Quantifiable outcome
- Outperformed MSCI ACWI ex-USA Index benchmark in Q4 2025
Companies that use ClariVest Asset Management
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
ClariVest Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ClariVest Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Raymond James Investment ManagementcoreClariVest Asset Management operates as 'A Boutique of Raymond James Investment Management.' Raymond James is a well-established publicly-traded financial services company (NYSE: RJF). This affiliation provides ClariVest with the resources and infrastructure of a larger organization while maintaining boutique-style focused investment management.
Scale indicators2 records
Recent moves5 records
Expansion highlights3 records
ClariVest Asset Management competitors and assessment
Company assessmentBroad incumbents
- Capital Group: One of the largest global asset managers with multiple international equity strategies and institutional distribution scale. Comparable product category but far broader scope.
- MFS Investment Management: Global asset manager with significant international equity AUM and institutional distribution. Comparable institutional product set with broader franchise.
- T. Rowe Price: Large incumbent with broad international equity and global equity capabilities marketed to institutional investors. Overlaps with ClariVest's institutional international equity category.
Direct peers
- Victory Capital: Multi-boutique platform that houses several specialist equity managers, structurally analogous to ClariVest's position within Raymond James Investment Management.
- Lazard Asset Management: Established international equity manager with deep institutional penetration and an active fundamental process. Comparable institutional international equity offering.
- Baillie Gifford: Specialist global and international equity manager with a long-term, fundamentally driven process and significant institutional client base. Comparable specialty-active equity positioning.
- Dodge & Cox: Employee-owned, San Francisco-based active equity manager with a strong institutional book and a research-intensive process. Comparable institutional-only active equity business.
- Harding Loevner: Pure-play international and global equity manager serving institutional clients with a research-driven, behaviorally-aware process. Highly comparable specialty focus and institutional channel.
- Artisan Partners Asset Management: Multi-boutique asset manager with several international and global equity strategies distributed to institutional clients. Closely comparable boutique-equity business model and institutional-only go-to-market.
Emerging players
- GQG Partners: Independent active equity manager with a strong international and emerging markets franchise distributed to institutions. Comparable international equity specialty with a smaller-scale profile.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
ClariVest Asset Management social profiles
Digital presenceClariVest Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClariVest Asset Management leadership team
Management profileNumber of profiles
ClariVest Asset Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClariVest Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ClariVest Asset Management
What does ClariVest Asset Management do?
ClariVest Asset Management is a boutique, SEC-registered institutional investment adviser that manages international equity portfolios for institutional clients through separately managed accounts and the Carillon ClariVest International Stock Fund (EISIX). The firm applies a behavioral finance-based stock selection process across developed and emerging international markets and earns revenue from investment advisory fees on assets under management.
Is ClariVest Asset Management a public or private company?
ClariVest Asset Management is a private company. It is classified as corporate owned and is currently operating.
When was ClariVest Asset Management founded?
ClariVest Asset Management was founded in 2006. It employs 11 to 50 people.
Where is ClariVest Asset Management based?
ClariVest Asset Management is headquartered in San Diego, United States, in the North America region.
How does ClariVest Asset Management make money?
One revenue line is on record: investment Management Fees.
Who are ClariVest Asset Management's main competitors?
Broad incumbents on record are Capital Group, MFS Investment Management and T. Rowe Price. Direct peers are Victory Capital, Lazard Asset Management, Baillie Gifford, Dodge & Cox, Harding Loevner and Artisan Partners Asset Management. GQG Partners is listed as an emerging player.
Does ClariVest Asset Management have an API?
No public API is recorded for ClariVest Asset Management.