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| 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) |
| Fees | |
| Minimum | |
| Phone | 615-690-7179 |
| Address | 30 Burton Hills Blvd Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | CCRE Bluegrass LLC | 2026-03-30 | 11.0 M | |
| VC | CCRE CT21 LLC | 2026-03-30 | 7.6 M | |
| VC | CCRE Lonestar 55 LLC | 2026-03-30 | 10.3 M | |
| VC | Claritas at Home Harmony Partners | 2026-03-30 | 1.8 M | |
| VC | Claritas Force3 Partners | 2026-03-30 | 1.6 M | |
| VC | Claritas Healthcare Fund II LP | 2026-03-30 | 11.7 M | |
| VC | Claritas Matchday Partners | 2026-03-30 | 0.3 M | |
| VC | Claritas Nexben Partners LLC | 2026-03-30 | 4.6 M | |
| RE | Claritas Signal Partners LLC | 2026-03-30 | 0.4 M | |
| VC | Claritas XYAI Partners | 2026-03-30 | 1.9 M | |
| RE | CCRE CT20 LLC | 2025-03-27 | 2.9 M | |
| RE | Claritas Bartrack Partners | 2025-03-27 | 1.2 M | |
| RE | Claritas Forman Partners LLC | 2025-03-27 | 8.2 M | |
| RE | Claritas Kindbody Notes LLC | 2025-03-27 | 4.2 M | |
| RE | Claritas Signal Partners II LLC | 2025-03-27 | 12.8 M | |
| RE | Pinnacle- Managed Account | 2025-03-27 | 24.1 M | |
| RE | CCRE Burton Hills LLC | 2024-05-01 | 2.8 M | |
| RE | CCRE Century Farms II LLC | 2024-05-01 | 12.7 M | |
| RE | CCRE Cherokee Mills LLC | 2024-05-01 | 5.8 M | |
| RE | CCRE CT10 LLC | 2024-05-01 | 0.5 M | |
| RE | CCRE CT14 LLC | 2024-05-01 | 2.5 M | |
| RE | CCRE CT15 LLC | 2024-05-01 | 10.8 M | |
| RE | CCRE CT16 LLC | 2024-05-01 | 19.2 M | |
| RE | CCRE CT17 LLC | 2024-05-01 | 2.7 M | |
| RE | CCRE CT18 LLC | 2024-05-01 | 0.9 M | |
| RE | CCRE CT19 LLC | 2024-05-01 | 0.9 M | |
| RE | CCRE Gulch Division LLC | 2024-05-01 | 20.5 M | |
| RE | CCRE MT Juliet LLC | 2024-05-01 | 4.5 M | |
| RE | CCRE Multifamily ATL LLC | 2024-05-01 | ||
| RE | CCRE Spring Hill LLC | 2024-05-01 | 26.0 M | |
| VC | Claritas A43 Partners LLC | 2024-05-01 | 6.2 M | |
| VC | Claritas AHFP Partners LLC | 2024-05-01 | 0.7 M | |
| VC | Claritas Apcela Partners LLC | 2024-05-01 | 2.4 M | |
| VC | Claritas AP Partners LLC | 2024-05-01 | 1.4 M | |
| VC | Claritas Aptihealth Partners LLC | 2024-05-01 | 1.6 M | |
| VC | Claritas Athena Ventures Fund LP | 2024-05-01 | 1.0 M | |
| VC | Claritas Athena Ventures QP LP | 2024-05-01 | 5.9 M | |
| VC | Claritas BTC Partners LLC | 2024-05-01 | 7.5 M | |
| VC | Claritas Capital Fund IV LP | [2024-05-01] | 6.8 M | 6.4 M |
| Offered $50,000,000 · Filed 2011-09-01 (D) · Exemption 506 · Remaining $43,220,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Claritas Capital Fund V LP | [2024-05-01] | 12.8 M | |
| Offered $25,000,000 · Filed 2013-05-07 (D) · Exemption 506 · Minimum $100,000 · Remaining $25,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Claritas Capital Real Estate - 5350 Poplar LLC | 2024-05-01 | 6.0 M | |
| RE | Claritas Capital Real Estate - Century Farms LLC | 2024-05-01 | 12.7 M | |
| RE | Claritas Capital Real Estate - CT6 LLC | 2024-05-01 | 2.6 M | |
| RE | Claritas Capital Real Estate - CT7 LLC | 2024-05-01 | 0.8 M | |
| VC | Claritas Cogitativo Partners II LLC | 2024-05-01 | 1.1 M | |
| VC | Claritas Cogitativo Partners LLC | 2024-05-01 | 1.3 M | |
| VC | Claritas CornerStone Fund LP | 2024-05-01 | 20.2 M | |
| VC | Claritas Dozoretz LLC | 2024-05-01 | 3.7 M | |
| VC | Claritas Esperta Partners LLC | 2024-05-01 | 1.5 M | |
| VC | Claritas F3 Sharecare LLC | 2024-05-01 | 0.2 M | |
| VC | Claritas FB Partners LLC | 2024-05-01 | 0.5 M | |
| VC | Claritas Frist Partners LLC | 2024-05-01 | 17.4 M | |
| VC | Claritas FTG 2019 Notes LLC | 2024-05-01 | 1.8 M | |
| VC | Claritas FTG Partners III LLC | 2024-05-01 | 12.8 M | |
| VC | Claritas FTG Partners II LLC | 2024-05-01 | 2.0 M | |
| VC | Claritas FTG Partners LLC | 2024-05-01 | 2.1 M | |
| VC | Claritas Genomind IV LLC | 2024-05-01 | 5.5 M | |
| VC | Claritas Genomind Notes LLC | 2024-05-01 | 1.4 M | |
| VC | Claritas Genomind Partners III LLC | 2024-05-01 | 1.8 M | |
| VC | Claritas Genomind Partners II LLC | 2024-05-01 | 3.7 M | |
| VC | Claritas Genomind Partners LLC | 2024-05-01 | 2.2 M | |
| VC | Claritas Hctec Investors LLC | 2024-05-01 | 0.2 M | |
| VC | Claritas Hctec Partners LLC | 2024-05-01 | ||
| VC | Claritas Healthcare Fund LP | [2024-05-01] | 14.4 M | 13.6 M |
| Filed 2023-01-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Claritas Incline Partners LLC | 2024-05-01 | 1.4 M | |
| VC | Claritas Innovage Partners LLC | 2024-05-01 | 1.2 M | |
| VC | Claritas Irby LLC | 2024-05-01 | 1.5 M | |
| VC | Claritas Irby Partners II LLC | 2024-05-01 | 1.4 M | |
| VC | Claritas KB Secondary LLC | 2024-05-01 | 1.2 M | |
| VC | Claritas Kindbody III LLC | 2024-05-01 | 3.6 M | |
| VC | Claritas Kindbody IV LLC | 2024-05-01 | 3.8 M | |
| VC | Claritas Kindbody LLC | 2024-05-01 | 4.0 M | |
| VC | Claritas Kindbody Partners II LLC | 2024-05-01 | 10.5 M | |
| VC | Claritas Naborforce Partners LLC | 2024-05-01 | 1.2 M | |
| VC | Claritas Napster Partners LLC | 2024-05-01 | 1.8 M | |
| VC | Claritas Nextben Partners LLC | 2024-05-01 | 4.7 M | |
| VC | Claritas Nsquared Wireless Partners LLC | 2024-05-01 | 3.1 M | |
| VC | Claritas Oasis Holdings LLC | 2024-05-01 | 1.0 M | |
| VC | Claritas One of None Partners LLC | 2024-05-01 | 0.2 M | |
| VC | Claritas OP Partners LLC | 2024-05-01 | 9.0 M | |
| VC | Claritas Opportunity Fund 2013 LP | [2024-05-01] | 13.7 M | |
| Offered $25,000,000 · Filed 2013-05-07 (D) · Exemption 506 · Minimum $100,000 · Remaining $25,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Claritas Opportunity Fund II LP | [2024-05-01] | 3.4 M | 2.1 M |
| Offered $25,000,000 · Filed 2011-09-01 (D) · Exemption 506 · Remaining $21,650,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Claritas Opportunity Fund IV LP | [2024-05-01] | 40.0 M | 48.3 M |
| Offered $40,000,000 · Filed 2017-01-12 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Claritas Opportunity Fund VIII QP LP | [2024-05-01] | 8.2 M | 15.4 M |
| Offered $25,000,000 · Filed 2024-01-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $16,767,677 · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Claritas Opportunity Fund VII LP | [2024-05-01] | 23.3 M | 21.0 M |
| Filed 2023-01-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Claritas Opportunity Fund VI LP | [2024-05-01] | 8.2 M | 31.3 M |
| Filed 2020-07-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Claritas Opportunity Fund V LP | [2024-05-01] | 20.0 M | 35.4 M |
| Filed 2019-01-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Claritas Ozone East Nashville LP | 2024-05-01 | 7.2 M | |
| RE | Claritas Ozone Fund II LP | [2024-05-01] | 7.2 M | |
| Filed 2020-01-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Claritas Private Credit Fund LP | [2024-05-01] | 8.1 M | 1.4 M |
| Filed 2020-07-21 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| VC | Claritas Renewvia 2021 Notes LLC | 2024-05-01 | 2.7 M | |
| VC | Claritas SC Bactes Partners LLC | 2024-05-01 | 1.3 M | |
| VC | Claritas SC Partners LLC | 2024-05-01 | 1.2 M | |
| VC | Claritas Seniorlink Partners LLC | 2024-05-01 | 8.2 M | |
| VC | Claritas Sharecare 2018 Notes LLC | 2024-05-01 | 2.9 M | |
| VC | Claritas Sharecare 2019 Notes LLC | 2024-05-01 | 3.9 M | |
| VC | Claritas Sharecare CN Partners LLC | 2024-05-01 | 23.3 M | |
| VC | Claritas Sharecare-CS Partners LLC | 2024-05-01 | 9.2 M | |
| VC | Claritas Sharecare Notes LLC | 2024-05-01 | 7.9 M | |
| VC | Claritas Sharecare Partners LLC | 2024-05-01 | 1.3 M | |
| VC | Claritas Sharp Partners LLC | 2024-05-01 | 92.3 M | |
| RE | Claritas Sharp RE Partners LLC | 2024-05-01 | 1.3 M | |
| VC | Claritas SN Partners II LLC | 2024-05-01 | 1.8 M | |
| VC | Claritas SN Partners LLC | 2024-05-01 | 2.5 M | |
| VC | Claritas Spark Partners LLC | 2024-05-01 | 1.5 M | |
| VC | Claritas Tankfarm Partners II LLC | 2024-05-01 | 2.5 M | |
| VC | Claritas Tankfarm Partners LLC | 2024-05-01 | 1.1 M | |
| VC | Claritas Twelvestone Partners LLC | 2024-05-01 | 33.3 M | |
| RE | Claritas West Gulch LLC | 2024-05-01 | 2.7 M | |
| VC | Claritas Widespread Partners LLC | 2024-05-01 | 2.3 M | |
| VC | Emerald Matchday Partners LLC | 2024-05-01 | 1.0 M | |
| VC | Emerald Plus Fund I LP | 2024-05-01 | 3.1 M | |
| VC | Emerald Snowcrash Partners LLC | 2024-05-01 | 1.5 M | |
| VC | Emerald Vivid Partners LLC | 2024-05-01 | 0.2 M | |
| VC | HCCA RC LLC | 2024-05-01 | 2.6 M | |
| Other | Transaction Authorization LLC | 2024-05-01 | 7.5 M | |
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 32 | 2 | |
| John Chadwick | Director, Executive Officer | 31 | 2 | |
| J McLemore | Director, Executive Officer | 11 | 2 | |
| Claritas Capital LLC | Executive Officer, Promoter | 7 | 2 | |
| Claritas Capital Management Services Inc | Executive Officer | 4 | 2 | |
| J McLemore Jr | Executive Officer | 3 | 2 | |
| Kali Huff | Executive Officer | 2 | 2 | |
| CC Partners VIII LLC | Executive Officer | 2 | 2 | |
| CC Partners IV LLC | Promoter | 2 | 2 | |
| CC Partners VI LLC | Executive Officer | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001870734] | |
| 4 | [0001870734] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional |
| Fund Types | Real Estate |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Sharecare Inc | |
| Claritas Irby Partners II LLC | |
| Claritas Capital Management Services Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Sharecare Inc SHCR
Common Stock
|
2024-10-22 | Other | 118,365 | ||
|
Sharecare Inc SHCR
Stock Option (right to buy) · derivative
|
2024-10-22 | Other | 35,629 | $0.00 |
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