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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.