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CLARITAS CAPITAL
Legal name: CLARITAS CAPITAL MANAGEMENT SERVICES, INC.
CRD 329689File 801-130396
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$814.0M
Above cohort median (national)
Discretionary AUM
$814.0M
Clients
108
108 accounts
Employees
10
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 31, 2024
- Principal office
- 30 BURTON HILLS BLVD, SUITE 500, NASHVILLE, TN, 37215
- Phone
- 615-690-7179
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $814.0M
- Discretionary AUM
- $814.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 108
- Non-discretionary accounts
- 0
- Total accounts
- 108
- AUM per client
- $7.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 108 | $789.9M |
| Banking or thrift institutions | Fewer than 5 | $24.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 10 | decreased by3 |
| Apr 1, 2026 | Clients | 102 | 108 | increased by6 |
| Apr 1, 2026 | AUM | $699,612,480 | $813,963,893 | increased by$114,351,413 |
| Apr 1, 2026 | Accounts | 103 | 108 | increased by5 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARITAS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARITAS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.