Investment adviser · CRD 329689
CLARITAS CAPITAL
Investment adviser filing (IA)
CLARITAS CAPITAL MANAGEMENT SERVICES, INC.
NASHVILLE, TN, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $814M Form ADV · Item 5.F
- Client accounts
- 108 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 108 | $789,852,739 | 97.0% |
| Banks & thrifts | Fewer than 5 | $24,111,154 | 3.0% |
Filing source
Form ADV 2069068 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
CLARITAS SHARP PARTNERS LLCVenture Capital Fund · Last reported Mar 30, 2026$92.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, LLC
PCAOB 2457
Fund details & source
- Fund ID
- 805-3564960929
- Reported beneficial owners
- 8
- Minimum commitment
- $250K
Form ADV 2069068 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CLARITAS OPPORTUNITY FUND IV, L.P.Venture Capital Fund · Last reported Mar 30, 2026$48.3MGross asset value
Form D fundraising filings
Claritas Opportunity Fund IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, LLC
PCAOB 2457
Fund details & source
- Fund ID
- 805-1789952593
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
- Form D file number
- 021-278258
Form ADV 2069068 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CLARITAS OPPORTUNITY FUND V, L.P.Venture Capital Fund · Last reported Mar 30, 2026$35.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, LLC
PCAOB 2457
Fund details & source
- Fund ID
- 805-8748693643
- Reported beneficial owners
- 70
- Minimum commitment
- $250K
- Form D file number
- 021-302958
Form ADV 2069068 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CLARITAS TWELVESTONE PARTNERS, LLCVenture Capital Fund · Last reported Mar 30, 2026$33.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, LLC
PCAOB 2457
Fund details & source
- Fund ID
- 805-9874923605
- Reported beneficial owners
- 53
- Minimum commitment
- $250K
Form ADV 2069068 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CLARITAS OPPORTUNITY FUND VI, L.P.Venture Capital Fund · Last reported Mar 30, 2026$31.3MGross asset value
Form D fundraising filings
Claritas Opportunity Fund VI, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, LLC
PCAOB 2457
Fund details & source
- Fund ID
- 805-4399014927
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
- Form D file number
- 021-361331
Form ADV 2069068 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CCRE SPRING HILL, LLCReal Estate Fund · Last reported Mar 30, 2026$26MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, LLC
PCAOB 2457
Fund details & source
- Fund ID
- 805-9226429723
- Reported beneficial owners
- 74
- Minimum commitment
- $250K
Form ADV 2069068 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PINNACLE- MANAGED ACCOUNTReal Estate Fund · Last reported Mar 30, 2026$24.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CALVETTI FERGUSON, LLC
PCAOB 2457
Fund details & source
- Fund ID
- 805-4715115284
- Reported beneficial owners
- 1
- Minimum commitment
- $250K
Form ADV 2069068 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
30 BURTON HILLS BLVD, SUITE 500NASHVILLE, TN, 37215, United States
CRD 329689
Filing source
Form ADV 2069068 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.