Claritas Capital Management Services, Inc.
- Regulatory AUM
- $814M
- Discretionary
- $814M
- Clients
- 108
- Avg AUM / client
- $7.5M
- Accounts
- 108
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $24.1M | 2.96% |
| Pooled investment vehicles (non-investment companies) | 108 | $790M | 97.0% |
Private funds (100)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $731M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Claritas Sharp Partners Llc | Venture Capital Fund | Delaware | $75.0M | 7 |
| Claritas Opportunity Fund Vi, L.P. | Venture Capital Fund | Delaware | $40.7M | 99 |
| Claritas Opportunity Fund Iv, L.P. | Venture Capital Fund | Delaware | $38.0M | 99 |
| Ccre Ct16, Llc | Real Estate Fund | Delaware | $33.0M | 144 |
| Claritas Kindbody, Llc | Venture Capital Fund | Delaware | $31.6M | 39 |
| Claritas Opportunity Fund Vii, L.P. | Venture Capital Fund | Delaware | $26.2M | 71 |
| Ccre Spring Hill, Llc | Real Estate Fund | Delaware | $26.1M | 74 |
| Ccre Ct18, Llc | Real Estate Fund | Delaware | $21.2M | 84 |
| Claritas Opportunity Fund V, L.P. | Venture Capital Fund | Delaware | $20.9M | 70 |
| Claritas Kindbody Partners Ii, Llc | Venture Capital Fund | Delaware | $20.2M | 65 |
| Ccre Ct19, Llc | Real Estate Fund | Delaware | $17.8M | 84 |
| Ccre Gulch Division, Llc | Real Estate Fund | Delaware | $17.5M | 68 |
| Claritas Healthcare Fund, Lp | Venture Capital Fund | Delaware | $16.2M | 21 |
| Claritas Capital Real Estate Century Farms, Llc | Real Estate Fund | Delaware | $15.8M | 63 |
| Ccre Century Farms Ii, Llc | Real Estate Fund | Delaware | $15.8M | 69 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chadwick, John, Huston | Chief Executive Officer / President | Jan 2024 (3y) | ≈ 18.75% – 50% via Claritas Capital, Llc | |
| Michael, Jordan, Walter | Chief Financial Officer And Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Claritas Capital, Llc | Shareholder | Jan 2003 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chadwick, John, Huston: 25% – 50% of Claritas Capital, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (100, $731M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Claritas Sharp Partners Llc | Venture Capital Fund | $75.0M | $250K | 7 |
| Claritas Opportunity Fund Vi, L.P. | Venture Capital Fund | $40.7M | $250K | 99 |
| Claritas Opportunity Fund Iv, L.P. | Venture Capital Fund | $38.0M | $250K | 99 |
| Ccre Ct16, Llc | Real Estate Fund | $33.0M | $250K | 144 |
| Claritas Kindbody, Llc | Venture Capital Fund | $31.6M | $250K | 39 |
| Claritas Opportunity Fund Vii, L.P. | Venture Capital Fund | $26.2M | $250K | 71 |
| Ccre Spring Hill, Llc | Real Estate Fund | $26.1M | $250K | 74 |
| Ccre Ct18, Llc | Real Estate Fund | $21.2M | $250K | 84 |
| Claritas Opportunity Fund V, L.P. | Venture Capital Fund | $20.9M | $250K | 70 |
| Claritas Kindbody Partners Ii, Llc | Venture Capital Fund | $20.2M | $250K | 65 |
| Ccre Ct19, Llc | Real Estate Fund | $17.8M | $250K | 84 |
| Ccre Gulch Division, Llc | Real Estate Fund | $17.5M | $250K | 68 |
| Claritas Healthcare Fund, Lp | Venture Capital Fund | $16.2M | $250K | 21 |
| Claritas Capital Real Estate Century Farms, Llc | Real Estate Fund | $15.8M | $250K | 63 |
| Ccre Century Farms Ii, Llc | Real Estate Fund | $15.8M | $250K | 69 |
| Claritas Sharecare 2019 Notes, Llc | Venture Capital Fund | $15.8M | $250K | 19 |
| Claritas Cornerstone Fund, Lp | Venture Capital Fund | $13.0M | $250K | 77 |
| Claritas Op Partners, Llc | Venture Capital Fund | $11.9M | $250K | 50 |
| Claritas Twelvestone Partners, Llc | Venture Capital Fund | $11.6M | $250K | 52 |
| Claritas Ozone East Nashville, L.P. | Real Estate Fund | $11.1M | $250K | 23 |
| Claritas Opportunity Fund 2013, L.P. | Venture Capital Fund | $9.7M | $250K | 52 |
| Claritas Opportunity Fund Viii Qp, L.P. | Venture Capital Fund | $9.4M | $250K | 26 |
| Claritas Sharecare Cn Partners Llc | Venture Capital Fund | $9.3M | $250K | 48 |
| Ccre Ct17, Llc | Real Estate Fund | $8.9M | $250K | 59 |
| Claritas Btc Partners Llc | Venture Capital Fund | $8.6M | $250K | 46 |
Top 25 of 100 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 20.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗