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| Claritas Capital Management Services Inc
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|---|---|
| CRD # | 329689 |
| SEC # | 801-130396 |
| CIK # | 0001870734 |
| AUM | $814.0 M (2026-03-30) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 615-690-7179 |
| Address | 30 Burton Hills Blvd Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | CCRE Bluegrass LLC | 2026-03-30 | 11.0 | |
| VC | CCRE CT21 LLC | 2026-03-30 | 7.6 | |
| VC | CCRE Lonestar 55 LLC | 2026-03-30 | 10.3 | |
| VC | Claritas at Home Harmony Partners | 2026-03-30 | 1.8 | |
| VC | Claritas Force3 Partners | 2026-03-30 | 1.6 | |
| VC | Claritas Healthcare Fund II LP | 2026-03-30 | 11.7 | |
| VC | Claritas Matchday Partners | 2026-03-30 | 0.3 | |
| VC | Claritas Nexben Partners LLC | 2026-03-30 | 4.6 | |
| RE | Claritas Signal Partners LLC | 2026-03-30 | 0.4 | |
| VC | Claritas XYAI Partners | 2026-03-30 | 1.9 | |
| 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 | 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 | |
| CC Partners V LLC | Executive Officer | 1 | 1 | |
| F Pollock Jr | Executive Officer | 1 | 1 | |
| CC Partners VII LLC | Executive Officer | 1 | 1 | |
| Claritas Health Management Services Inc | Executive Officer | 1 | 1 | |
| Claritas Ozone Partners II LLC | Executive Officer | 1 | 1 | |
| CC PC Partners I LLC | Executive Officer | 1 | 1 |
| 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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