|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Claritas Capital Management Services Inc
✚
|
|
|---|---|
| CRD # | 329689 |
| SEC # | 801-130396 |
| CIK # | 0001870734 |
| AUM | $699.6 M (2025-05-06) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 615-690-7179 |
| Address | 30 Burton Hills Blvd Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | CCRE CT20 LLC | 2025-03-27 | 8.7 | |
| RE | Claritas Bartrack Partners | 2025-03-27 | 0.4 | |
| RE | Claritas Forman Partners LLC | 2025-03-27 | 3.0 | |
| RE | Claritas Kindbody Notes LLC | 2025-03-27 | 2.8 | |
| RE | Claritas Signal Partners II LLC | 2025-03-27 | 11.6 | |
| RE | Pinnacle- Managed Account | 2025-03-27 | 10.4 | |
| RE | CCRE Burton Hills LLC | 2024-05-01 | 3.4 | |
| RE | CCRE Century Farms II LLC | 2024-05-01 | 13.5 | |
| RE | CCRE Cherokee Mills LLC | 2024-05-01 | 5.8 | |
| RE | CCRE CT10 LLC | 2024-05-01 | 2.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 10.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 102 | 689.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 103 | 699.6 |
| By Discretionary | ||
| Discretionary | 103 | 699.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 103 | 699.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 699.6 | |
| Total | 103 | 699.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Chadwick | 31 | ||
| Theresa Sexton | 31 | ||
| J McLemore | 11 | ||
| Claritas Capital LLC | 7 | ||
| Claritas Capital Management Services Inc | 4 | ||
| J McLemore Jr | 3 | ||
| CC Partners IV LLC | 2 | ||
| Kali Huff | 2 | ||
| CC Partners VIII LLC | 2 | ||
| Claritas Capital Egf-V Partners LLC | 2 | ||
| Claritas Ozone Partners II LLC | 1 | ||
| CCMS 2023 Inc | 1 | ||
| F Pollock Jr | 1 | ||
| CC Hcf-I Partners LLC | 1 | ||
| CC Partners V LLC | 1 | ||
| CC PC Partners I LLC | 1 | ||
| Claritas Health Management Services Inc | 1 | ||
| CC Partners VII LLC | 1 | ||
| CC Partners VI LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001870734] | |
| 4 | [0001870734] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Sharecare, Inc. | |
| Claritas Irby Partners II, LLC | |
| Claritas Capital Management Services, Inc. |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valstone Partners VI LLC
✚
|
MI | 0.8 |
|
Tremont Realty Capital LLC
✚
|
MA | 0.8 |
|
US Agriculture LLC
✚
|
IN | 0.7 |
|
The Lyme Timber Company LLC
✚
|
NH | 0.7 |
|
Trinity Fund Advisors LLC
✚
|
HI | 0.7 |
|
Bridge Net Lease Fund Manager LLC
✚
|
UT | 0.7 |
|
Maverick Real Estate Partners LLC
✚
|
NY | 0.7 |
|
BLT Fund Manager LLC
✚
|
CT | 0.7 |
|
LEM Capital LP
✚
|
PA | 0.7 |
|
LaSalle Debt Investors
✚
|
CA | 0.6 |