CLAVIS CAPITAL MANAGEMENT, LLC

Overview

Clavis Capital Management, LLC is a small, equity-focused adviser that serves both individual and institutional clients through a mix of discretionary portfolio management and commodity-related trading activities. The firm charges both a percentage-of-AUM fee and may assess performance-based fees, and it lists business activity as a commodity pool operator or commodity trading advisor (CPO/CTA), indicating the capability to run futures-based or managed-futures strategies alongside equity portfolios. Clavis favors liquid, exchange-traded securities as its primary allocation, with a clear tilt toward equities rather than cash or fixed income, and it uses mutual funds as an additional investment vehicle. The firm is set up as a limited liability company under individual ownership and manages a concentrated book of relationships—seven clients across seven accounts—allowing for hands-on, customized portfolio management. Clavis is not positioned as a large allocator to third-party alternative managers; instead it appears to blend direct equity positions, ETFs, mutual funds and its CPO/CTA activity to construct client exposures.

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