Investment adviser · CRD 129898

CLARITY CAPITAL PARTNERS

Investment adviser filing (IA)

CLARITY CAPITAL PARTNERS LLC

NEWPORT BEACH, CA, United States · Form ADV filed Jul 17, 2025

Regulatory AUM: $438M
Client accounts: 1,113
Employees: 7
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	79	$286,668,157	65.5%
Individuals	299	$80,540,914	18.4%
Corporations & businesses	24	$40,773,984	9.3%
Retirement plans	18	$21,648,216	4.9%
Pooled investment vehicles	1	$8,068,868	1.8%

Filing source

Form ADV 2002733 · Jul 17, 2025 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CLARITY CAPITAL PARTNERS NEXT GEN MODEL, LLCPrivate Equity Fund · Last reported Jul 17, 2025$8.07MGross asset value

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY ENGLEWOOD, Colorado, United States

Custodian INTERACTIVE BROKERS GREENWICH, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY MAY
PCAOB 673

Fund details & source

Fund ID: 805-9776309036
Reported beneficial owners: 41
Minimum commitment: $250K

Form ADV 2002733 · Jul 17, 2025 · 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: Jul 17, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

5000 BIRCH STREET, STE 100
NEWPORT BEACH, CA, 92660, United States

CRD 129898

Filing source

Form ADV 2002733 · Jul 17, 2025 · 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.