|
⚲
|
| Claritas Capital Management Services Inc
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|
|
|---|---|
| CRD # | 329689 |
| SEC # | 801-130396 |
| CIK # | 0001870734 |
| AUM | $814.0 M (2026-03-30) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 615-690-7179 |
| Address | 30 Burton Hills Blvd Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 24.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 108 | 789.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 814.0 |
| By Discretionary | ||
| Discretionary | 108 | 814.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 108 | 814.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 814.0 | |
| Total | 108 | 814.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Theresa Sexton | 32 | 2 | ||
| John Chadwick | 31 | 2 | ||
| J McLemore | 11 | 2 | ||
| Claritas Capital LLC | 7 | 2 | ||
| Claritas Capital Management Services Inc | 4 | 2 | ||
| J McLemore Jr | 3 | 2 | ||
| CC Partners IV LLC | 2 | 2 | ||
| Kali Huff | 2 | 2 | ||
| CC Partners VIII LLC | 2 | 2 | ||
| Claritas Capital Egf-V Partners LLC | 2 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001870734] | |
| 4 | [0001870734] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Sharecare, Inc. | |
| Claritas Irby Partners II, LLC | |
| Claritas Capital Management Services, Inc. |
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