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| Happy Holidays!! thanks for using AUM13F!! |
| Clarity Capital Partners LLC
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| CRD # | 129898 |
| SEC # | 801-62893 |
| CIK # | 0002012239 |
| AUM | $437.7 M (2025-07-17) |
| Employees | 7 (86% Investors, 43% Brokers) |
| Phone | 800-805-7526 |
| Address | 5000 Birch Street, Ste 100 Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Adara Acquisition Corp | 88.5 | ||
| Palantir Technologies Inc | 18.1 | ||
| Tesla Motors Inc | 15.7 | ||
| Nvidia Corp | 13.4 | ||
| MicroStrategy Inc | 11.3 | ||
| Amazon Com Inc | 8.7 | ||
| Microsoft Corp | 8.3 | ||
| Coinbase Global Inc | 6.9 | ||
| Social Capital Hedosophia Holdings Corp V | 6.8 | ||
| Alphabet Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Clarity Capital Partners Next GEN Model LLC | 2022-06-16 | 8.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 299 | 80.5 |
| (b) Individuals (high net worth individuals) | 79 | 286.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.1 |
| (g) Pension and profit sharing plans | 18 | 21.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 40.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,113 | 437.7 |
| By Discretionary | ||
| Discretionary | 1,066 | 389.4 |
| Non-Discretionary | 47 | 48.3 |
| Total | 1,113 | 437.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 437.7 | |
| Total | 1,113 | 437.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012239] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ariston Services Group LLC
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CA | 0.5 |
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CH Global Capital Management LLC
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NY | 0.5 |
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Prairie Wealth Advisors Inc
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NE | 0.5 |
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ATON Financial LLC
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PR | 0.5 |
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Mills Wealth Advisors LLC
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TX | 0.4 |
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Heritage Family Offices LLP
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AZ | 0.4 |
|
Brookline Investments Inc
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AL | 0.4 |
|
The Invictus Collective LLC
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IL | 0.4 |
|
Sectoral Asset Management Inc
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|
0.4 | |
|
TSP Capital Management Group LLC
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NJ | 0.4 |