CLARITAS CAPITAL

RIASEC RegisteredEst. 2024
Total AUM
$814M
Discretionary
$814M
100% of AUM
Avg account
$7.5M
Accounts
108
Employees
10
Advisory reps
2

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
329689
Registered since
May 31, 2024
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles97.04%
  • Banking / Thrift Institutions2.96%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Claritas Capital operates as a corporate investment adviser focused on institutional clients and on managing pooled investment vehicles. The firm’s workstreams center on venture capital and real estate strategies, alongside a broader multi-asset fund manager role. Claritas Capital serves as both adviser and sponsor/manager to pooled vehicles, taking portfolio-management responsibilities for funds and for institutional/business clients rather than acting simply as a passive capital allocator. The firm reports active ESG engagement as part of its investment process and charges fees based on a percentage of assets under management plus other fee arrangements. Claritas Capital’s classification — including venture capital fund and real estate fund activities — signals a tilt toward private and illiquid exposures, with manager selection and fund sponsorship central to how it sources and deploys capital. Its advisory footprint is narrowly institutional rather than mass retail, and it is structured as a domestic corporation managing pooled vehicles for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 99%, Exchange Traded Equities 1%99%
  • Non-Exchange Traded Equities99%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • JORDAN MICHAEL

    Chief Financial Officer & Chief Compliance OfficerCRD 7871881

Contacts

1 of 1
  • JOHN CHADWICK

    Founder and Managing PartnerCRD 7870699

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
30 Burton Hills Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth