PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:36 AM ET

Sponsor Check › Sponsor group

C

Claritas

One sponsor team, 17 deal companies · Nashville, TN

Grouped because: 10 shared people, 4 shared management entities, same business address (11 issuers), similar issuer names (17) (automatic match from the filings) · not the same sponsor?

17deal companies
$457Mreported sold
526investors
27Form D filings
2010–2025active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jun 20, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Claritas is a sponsor group of 17 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared management entity, same person name on both filings; automatic match from the filings), filing 27 Form D filings between Feb 2010 and Jun 2025.

What this means One team, 17 deal companies, about 15 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $457M to 526 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (17). Issuers are based in TN (17).

What this means $457M raised across the group, about $869K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: J. Donald McLemore (12 issuers, executive officer and director), John H. Chadwick (10 issuers, executive officer and director), Theresa Sexton (10 issuers, executive officer), Claritas Capital, LLC (7 issuers, executive officer and promoter, entity), Mark L. McManigal (5 issuers, executive officer and director) and 27 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jun 20, 2025.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: CLARITAS CAPITAL.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 5 court cases matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 6 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 27 public filings for Claritas and found 12 differences, 4 worth asking the sponsor about: Claritas includes 6 deals that stopped filing before reaching their target; 14 other issuers file from the same address; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Claritas has not run yet — it is #27,434 of 36,587 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

5 cases: 3 dismissed, 1 closed (disposition not in docket feed), 1 judgment

CLARITAS INC. v. CHAO dismissed matched at sponsor-group level (Claritas)
District Court, District of Columbia · No. 1:08-cv-00774 · Filed May 5, 2008 · Closed Aug 21, 2008 · Nature of suit: 890 Other statutory actions
Role of CLARITAS INC.: Plaintiff · Outcome: Terminated 2008-08-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DC (not the issuer's state)
SRC LLC v. Claritas Inc dismissed matched at sponsor-group level (Claritas)
District Court, C.D. California · No. 2:99-cv-03815 · Filed Apr 8, 1999 · Closed Feb 22, 2000 · Nature of suit: 190 Other contract actions
Role of Claritas Inc: Defendant · Outcome: Terminated 2000-02-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state); filed 1999, issuer incorporated 2010
Dickson v. Claritas, Inc. closed matched at sponsor-group level (Claritas)
District Court, E.D. Virginia · No. 1:95-cv-00437 · Filed Apr 3, 1995 · Closed Sep 8, 1995
Role of Claritas, Inc.: Defendant · Outcome: Terminated 1995-09-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in VA (not the issuer's state); filed 1995, issuer incorporated 2010
Claritas Corp v. Gloria Jean's Coffee dismissed matched at sponsor-group level (Claritas)
District Court, N.D. Illinois · No. 1:91-cv-04111 · Filed Jul 2, 1991 · Closed Nov 12, 1991 · Nature of suit: 190 Other contract actions
Role of Claritas Corp: Plaintiff · Outcome: Terminated 1991-11-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 1991, issuer incorporated 2010
JAMES B. RIRIE v. CLARITAS CORP. judgment matched at sponsor-group level (Claritas)
District Court, N.D. California · No. · Filed Oct 13, 1989 · Closed Apr 27, 1990 · Nature of suit: 190 Other contract actions
Role of CLARITAS CORP.: Defendant · Outcome: Terminated 1990-04-27 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for both plaintiff and defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state); filed 1989, issuer incorporated 2010
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Claritas..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

BROTHERS GOURMET COFFEES, INC. v. CLARITAS, INC. closed matched at sponsor-group level (Claritas)
United States Bankruptcy Court, D. Delaware · No. 00-01233 · Filed Oct 2, 2000 · Closed Jan 23, 2002
Role of CLARITAS, INC.: Defendant · Outcome: Case closed 2002-01-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in DE (not the issuer's state); filed 2000, issuer incorporated 2010
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

12 differences found between the filings for Claritas — 4 worth asking about (compared 27 filings on Oct 24, 2026)

Worth asking · Feb 11, 2010 – Jul 25, 2013

Claritas includes 6 deals that stopped filing before reaching their target

CCSD II, L.P. (last filing Jul 25, 2013; $30,176,768 sold of $100,000,000); Claritas Capital Fund V, L.P. (last filing May 7, 2013; $0 sold of $25,000,000); Claritas Opportunity Fund 2013, L.P. (last filing May 7, 2013; $0 sold of $25,000,000); Claritas Opportunity Fund II, L.P. (last filing Sep 1, 2011; $3,350,000 sold of $25,000,000); Claritas Capital Fund IV, L.P. (last filing Sep 1, 2011; $6,780,000 sold of $50,000,000); Claritas Capital Specialty Debt Fund, L.P. (last filing Feb 11, 2010; $15,620,000 sold of $50,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

CCSD II, L.P. — PartnerFacts page ↗Claritas Capital Fund V, L.P. — PartnerFacts page ↗Claritas Opportunity Fund 2013, L.P. — PartnerFacts page ↗Claritas Opportunity Fund II, L.P. — PartnerFacts page ↗
Sources
Worth asking · May 7, 2013 – Jun 20, 2025

14 other issuers file from the same address — 9 member issuers (Claritas Opportunity Fund 2013, L.P.; Claritas Capital Fund V, L.P.; Claritas Opportunity Fund IV, L.P.; …)

The address on file, 30 Burton Hills Boulevard, Suite 100, Nashville, TN, is used by 23 issuers in our index across 5 sponsor groups; 14 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Claritas Opportunity Fund 2013, L.P. — PartnerFacts page ↗Claritas Capital Fund V, L.P. — PartnerFacts page ↗Claritas Opportunity Fund IV, L.P. — PartnerFacts page ↗EDGAR filer page · Claritas Opportunity Fund 2013, L.P. ↗
Sources
Note · Oct 15, 2018 – Apr 28, 2023

54 other issuers file from the same address — 3 member issuers (Capital Alignment Partners III, L.P.; Capital Alignment Partners IV-B, L.P.; Capital Alignment Partners IV-A, L.P.)

The address on file, 40 Burton Hills Blvd., Suite 250, Nashville, TN, is used by 57 issuers in our index across 10 sponsor groups; 54 are outside this group. It is on our registered-agent / shared-office list (58 issuers in 12 unrelated clusters).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Capital Alignment Partners III, L.P. — PartnerFacts page ↗Capital Alignment Partners IV-B, L.P. — PartnerFacts page ↗Capital Alignment Partners IV-A, L.P. — PartnerFacts page ↗EDGAR filer page · Capital Alignment Partners III, L.P. ↗
Sources
Worth asking · Jun 30, 2011 – Jun 20, 2025

6 Form Ds were filed more than 15 days after the first sale

Form D filed 170 days after the first sale — Claritas Healthcare Fund II, L.P. · Form D filed 406 days after the first sale — Claritas Cornerstone Fund, L.P. · Form D filed 62 days after the first sale — Claritas Opportunity Fund II, L.P. · Form D filed 63 days after the first sale — Claritas Capital Fund IV, L.P. · Form D filed 42 days after the first sale — Claritas Opportunity Fund V, L.P. · and 1 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jun 20, 2025 ↗Claritas Healthcare Fund II, L.P. — PartnerFacts page ↗Form D · Jan 5, 2018 ↗Claritas Cornerstone Fund, L.P. — PartnerFacts page ↗
Sources
Note · Feb 1, 2010 – Jun 20, 2025

12 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Claritas Healthcare Fund II, L.P. (latest filing Jun 20, 2025) · No amendment in the last 12 months on an offering that may still be open — Capital Alignment Partners IV-A, L.P. (latest filing Apr 28, 2023) · No amendment in the last 12 months on an offering that may still be open — Capital Alignment Partners IV-B, L.P. (latest filing Apr 28, 2023) · No amendment in the last 12 months on an offering that may still be open — Claritas Private Credit Fund I, LP (latest filing Jul 21, 2020) · No amendment in the last 12 months on an offering that may still be open — Claritas Opportunity Fund VI, L.P. (latest filing Jul 15, 2020) · and 7 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Jun 20, 2025 ↗Claritas Healthcare Fund II, L.P. — PartnerFacts page ↗Form D/A · Apr 28, 2023 ↗Capital Alignment Partners IV-A, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jun 5, 2018 – Aug 23, 2018

H. Denny Taylor is no longer listed on the Aug 23, 2018 amendment — Capital Alignment Partners III, L.P.

H. Denny Taylor appears on the Jun 5, 2018 Form D/A (executive officer) but not on the Aug 23, 2018 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jun 5, 2018 ↗Form D/A · Aug 23, 2018 ↗H. Denny Taylor — PartnerFacts page ↗Capital Alignment Partners III, L.P. — PartnerFacts page ↗
Sources
Note · Jul 27, 2012 – Jul 25, 2013

Minimum investment changed between filings — CCSD II, L.P.

The Jul 27, 2012 filing lists a minimum of $250,000; the Jul 25, 2013 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jul 27, 2012 ↗Form D/A (later) · Jul 25, 2013 ↗CCSD II, L.P. — PartnerFacts page ↗
Sources
Note · Feb 11, 2010 – Jul 11, 2019

4 people are written more than one way across the filings

J. Donald McLemore is written 2 different ways on the filings · M. Lee Ballew, IV is written 2 different ways on the filings · Mark L. McManigal is written 2 different ways on the filings · John H. Chadwick is written 2 different ways on the filings

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Feb 11, 2010 ↗Form D · Jul 11, 2019 ↗J. Donald McLemore — PartnerFacts page ↗Form D · Jul 27, 2012 ↗
Sources
Note · Apr 28, 2023

Address on file is a registered agent / shared office — Capital Alignment Partners IV-A, L.P.

The latest filing lists 40 Burton Hills Boulevard, Suite 250, Nashville, TN. That address is used by 58 issuers in our index (58 issuers in 12 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D/A · Apr 28, 2023 ↗Capital Alignment Partners IV-A, L.P. — PartnerFacts page ↗
Sources
Note · Apr 28, 2023

Address on file is a registered agent / shared office — Capital Alignment Partners IV-B, L.P.

The latest filing lists 40 Burton Hills Boulevard, Suite 250, Nashville, TN. That address is used by 58 issuers in our index (58 issuers in 12 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D/A · Apr 28, 2023 ↗Capital Alignment Partners IV-B, L.P. — PartnerFacts page ↗
Sources
Note · Oct 15, 2018

Address on file is a registered agent / shared office — Capital Alignment Partners III, L.P.

The latest filing lists 40 Burton Hills Blvd., Suite 250, Nashville, TN. That address is used by 58 issuers in our index (58 issuers in 12 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D/A · Oct 15, 2018 ↗Capital Alignment Partners III, L.P. — PartnerFacts page ↗
Sources
Note · Jun 20, 2025

Issuer used a different name before — Claritas Healthcare Fund II, L.P.

SEC records list prior names for this filer: Claritas Pediatric Innovation Fund LP. The current name on file is "Claritas Healthcare Fund II, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Claritas Healthcare Fund II, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

1 of 17 offerings reports sales commissions totalling $450,880; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 20, 2025 D
Claritas Healthcare Fund II, L.P.
File 021-549423
$0$0$0None listed on this filingEDGAR ↗
Apr 28, 2023 D/A
Capital Alignment Partners IV-A, L.P.
File 021-444405
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
None listed on this filingEDGAR ↗
Apr 28, 2023 D/A
Capital Alignment Partners IV-B, L.P.
File 021-444407
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
None listed on this filingEDGAR ↗
Jul 21, 2020 D
Claritas Private Credit Fund I, LP
File 021-371522
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
None listed on this filingEDGAR ↗
Jul 15, 2020 D/A
Claritas Opportunity Fund VI, L.P.
File 021-361331
$0$0$0None listed on this filingEDGAR ↗
Jan 22, 2020 D
Claritas OZone Fund II, L.P.
File 021-358671
$0$0$0None listed on this filingEDGAR ↗
Jul 11, 2019 D
Claritas OZone East Nashville, L.P.
File 021-344032
$0$0$0None listed on this filingEDGAR ↗
Jan 18, 2019 D/A
Claritas Opportunity Fund V, L.P.
File 021-302958
$0$0$0
General Partner to receive a management fee equal to 2.5% of capital commitments, which may be paid from capital contributions.
None listed on this filingEDGAR ↗
Oct 15, 2018 D/A
Capital Alignment Partners III, L.P.
File 021-271237
$450,880 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
GLC Advisors & Co. BrokerCheck CRD 153581 ↗
Equus Financial Consulting BrokerCheck CRD 131449 ↗		EDGAR ↗
Jan 5, 2018 D
Claritas Cornerstone Fund, L.P.
File 021-302521
$0$0$0
General Partner to receive a management fee equal to 2.5% of capital commitments, which may be paid from capital contributions.
None listed on this filingEDGAR ↗
Jan 12, 2017 D
Claritas Opportunity Fund IV, L.P.
File 021-278258
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2013 D/A
CCSD II, L.P.
File 021-181871
$0$0$0 (est.)
The fund's general partner and its affiliates will receive management fees based on investors' commitments.
None listed on this filingEDGAR ↗
May 7, 2013 D
Claritas Capital Fund V, L.P.
File 021-196084
$0$0$0
General Partner to receive a management fee equal to 2.5% of capital commitments, which may be paid from capital contributions.
None listed on this filingEDGAR ↗
May 7, 2013 D
Claritas Opportunity Fund 2013, L.P.
File 021-196085
$0$0$0
General Partner to receive a management fee equal to 2.5% of capital commitments, which may be paid from capital contributions.
None listed on this filingEDGAR ↗
Sep 1, 2011 D
Claritas Capital Fund IV, L.P.
File 021-165276
$0$0$0None listed on this filingEDGAR ↗
Sep 1, 2011 D/A
Claritas Opportunity Fund II, L.P.
File 021-165273
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2010 D
Claritas Capital Specialty Debt Fund, L.P.
File 021-138661
$0$0$0
The Fund's General Partner and its affiliates will receive management fees based on investors' commitments
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 17 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Claritas in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗CC Claritas Capital Specialty Debt Fund, L.P.shared people, same person name on both filings, similar issuer namesNASHVILLE, TNPooled Investment Fund1$15,620,00019$100,0002010–2010
EDGAR ↗CC Claritas Capital Fund IV, L.P.shared people, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund1$6,780,00019No minimum reported2011–2011
EDGAR ↗CO Claritas Opportunity Fund II, L.P.shared people, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund2$3,350,00013No minimum reported2011–2011
EDGAR ↗CL CCSD II, L.P.shared people, same person name on both filings, similar issuer namesNASHVILLE, TNPooled Investment Fund2$30,176,76817$100,0002012–2013
EDGAR ↗CO Claritas Opportunity Fund 2013, L.P.shared people, shared management entity, same business address, similar issuer namesNashville, TNPooled Investment Fund1$00$100,0002013–2013
EDGAR ↗CC Claritas Capital Fund V, L.P.shared people, shared management entity, same business address, similar issuer namesNashville, TNPooled Investment Fund1$00$100,0002013–2013
EDGAR ↗CA Capital Alignment Partners III, L.P.shared people, same person name on both filings, shared management entity, similar issuer namesNASHVILLE, TNPooled Investment Fund5$118,529,293
offering $150,000,000 · similar: $155,000–$5,250,000
86
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2018
EDGAR ↗CO Claritas Opportunity Fund IV, L.P.shared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund1$40,000,000
offering $40,000,000 · similar: $155,000–$5,250,000
99
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗CC Claritas Cornerstone Fund, L.P.shared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund1$7,750,000
offering Indefinite · similar: $155,000–$5,250,000
49
similar: 4–27
$100,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗CO Claritas Opportunity Fund V, L.P.shared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund2$20,000,000
offering Indefinite · similar: $155,000–$5,250,000
42
similar: 4–27
$250,000
similar: $1,000–$100,000
2018–2019
EDGAR ↗CO Claritas OZone East Nashville, L.P.shared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund1$10,934,343
offering $10,934,343 · similar: $155,000–$5,250,000
23
similar: 4–27
$100,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗CO Claritas OZone Fund II, L.P.shared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗CO Claritas Opportunity Fund VI, L.P.shared people, shared management entity, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund2$8,233,333
offering Indefinite · similar: $155,000–$5,250,000
20
similar: 4–27
$250,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗CP Claritas Private Credit Fund I, LPshared people, similar issuer namesNASHVILLE, TNPooled Investment Fund1$8,080,808
offering Indefinite · similar: $155,000–$5,250,000
26
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗CA Capital Alignment Partners IV-B, L.P.shared people, same person name on both filings, shared management entity, similar issuer namesNASHVILLE, TNPooled Investment Fund2$79,200,000
offering Indefinite · similar: $155,000–$5,250,000
41
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗CA Capital Alignment Partners IV-A, L.P.shared people, same person name on both filings, shared management entity, similar issuer namesNASHVILLE, TNPooled Investment Fund2$103,350,000
offering Indefinite · similar: $155,000–$5,250,000
71
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗CH Claritas Healthcare Fund II, L.P.shared people, same business address, similar issuer namesNASHVILLE, TNPooled Investment Fund1$5,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jun 20, 2025Claritas Healthcare Fund II, L.P.DPooled Investment FundIndefinite$5,000,000
EDGAR ↗Apr 28, 2023Capital Alignment Partners IV-A, L.P.D/APooled Investment FundIndefinite$103,350,000
EDGAR ↗Apr 28, 2023Capital Alignment Partners IV-B, L.P.D/APooled Investment FundIndefinite$79,200,000
EDGAR ↗May 4, 2022Capital Alignment Partners IV-B, L.P.DPooled Investment FundIndefinite$37,450,000
EDGAR ↗May 4, 2022Capital Alignment Partners IV-A, L.P.DPooled Investment FundIndefinite$73,900,000
EDGAR ↗Jul 21, 2020Claritas Private Credit Fund I, LPDPooled Investment FundIndefinite$8,080,808
EDGAR ↗Jul 15, 2020Claritas Opportunity Fund VI, L.P.D/APooled Investment FundIndefinite$8,233,333
EDGAR ↗Feb 25, 2020Claritas Opportunity Fund VI, L.P.DPooled Investment FundIndefinite$5,450,000
EDGAR ↗Jan 22, 2020Claritas OZone Fund II, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jul 11, 2019Claritas OZone East Nashville, L.P.DPooled Investment Fund$10,934,343$10,934,343
EDGAR ↗Jan 18, 2019Claritas Opportunity Fund V, L.P.D/APooled Investment FundIndefinite$20,000,000
EDGAR ↗Oct 15, 2018Capital Alignment Partners III, L.P.D/APooled Investment Fund$150,000,000$118,529,293
EDGAR ↗Aug 23, 2018Capital Alignment Partners III, L.P.D/APooled Investment Fund$150,000,000$118,529,293
EDGAR ↗Jun 5, 2018Capital Alignment Partners III, L.P.D/APooled Investment Fund$150,000,000$103,784,000
EDGAR ↗Jan 11, 2018Claritas Opportunity Fund V, L.P.DPooled Investment FundIndefinite$8,550,000
EDGAR ↗Jan 5, 2018Claritas Cornerstone Fund, L.P.DPooled Investment FundIndefinite$7,750,000
EDGAR ↗Sep 1, 2017Capital Alignment Partners III, L.P.D/APooled Investment Fund$150,000,000$63,200,000
EDGAR ↗Jan 12, 2017Claritas Opportunity Fund IV, L.P.DPooled Investment Fund$40,000,000$40,000,000
EDGAR ↗Sep 26, 2016Capital Alignment Partners III, L.P.DPooled Investment Fund$150,000,000$52,200,000
EDGAR ↗Jul 25, 2013CCSD II, L.P.D/APooled Investment Fund$100,000,000$30,176,768
EDGAR ↗May 7, 2013Claritas Opportunity Fund 2013, L.P.DPooled Investment Fund$25,000,000$0
EDGAR ↗May 7, 2013Claritas Capital Fund V, L.P.DPooled Investment Fund$25,000,000$0
EDGAR ↗Jul 27, 2012CCSD II, L.P.DPooled Investment Fund$100,000,000$21,650,000
EDGAR ↗Sep 1, 2011Claritas Opportunity Fund II, L.P.D/APooled Investment Fund$25,000,000$3,350,000
EDGAR ↗Sep 1, 2011Claritas Opportunity Fund II, L.P.DPooled Investment Fund$25,000,000$3,350,000
EDGAR ↗Sep 1, 2011Claritas Capital Fund IV, L.P.DPooled Investment Fund$50,000,000$6,780,000
EDGAR ↗Feb 11, 2010Claritas Capital Specialty Debt Fund, L.P.DPooled Investment Fund$50,000,000$15,620,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jun 20, 2025. Industry history, as reported on each offering's latest filing: All 17 offerings reported: Pooled Investment Fund (2010–2025).

People across the group

NameRolesIssuers hereFirst → last listed
JM J. Donald McLemoreExecutive Officer, Director12Feb 11, 2010 → Jul 21, 2020
JC John H. ChadwickExecutive Officer, Director10Feb 11, 2010 → Jun 20, 2025
TS Theresa SextonExecutive Officer10Feb 11, 2010 → Jun 20, 2025
CC Claritas Capital, LLC entityPromoter, Executive Officer7May 7, 2013 → Jul 15, 2020
MM Mark L. McManigalExecutive Officer, Director5Feb 11, 2010 → Apr 28, 2023
CM CCSD Management Services, Inc. entityExecutive Officer3Sep 26, 2016 → Apr 28, 2023
MB M. Lee Ballew, IVExecutive Officer, Director3Feb 11, 2010 → Oct 15, 2018
RH R. Burton HarveyExecutive Officer, Director3Feb 11, 2010 → Oct 15, 2018
AS Anna M. StutlerExecutive Officer2May 4, 2022 → Apr 28, 2023
RH Robert B. HarveyExecutive Officer2May 4, 2022 → Apr 28, 2023
MB Maston L. BallewExecutive Officer2May 4, 2022 → Apr 28, 2023
KH Kali HuffExecutive Officer2Jul 11, 2019 → Jul 21, 2020
CP CC Partners IV, LLC entityPromoter, Executive Officer2Jan 12, 2017 → Jan 5, 2018
CC Claritas Capital EGF-V Partners, LLC entityPromoter2May 7, 2013 → May 7, 2013
JM Jordan MichaelExecutive Officer1Jun 20, 2025 → Jun 20, 2025
TG Tania GrantExecutive Officer1Jun 20, 2025 → Jun 20, 2025
CP CC PIF-I GP LLC entityExecutive Officer1Jun 20, 2025 → Jun 20, 2025
CB CAP IV-B GP, LLC entityExecutive Officer1May 4, 2022 → Apr 28, 2023
CA CAP IV-A GP, LLC entityExecutive Officer1May 4, 2022 → Apr 28, 2023
CP CC PC Partners I, LLC entityExecutive Officer1Jul 21, 2020 → Jul 21, 2020
CC Claritas Capital Management Services, Inc. entityExecutive Officer1Jul 21, 2020 → Jul 21, 2020
FP F. Gordon Pollock, Jr.Executive Officer1Jul 21, 2020 → Jul 21, 2020
CP CC Partners VI, LLC entityExecutive Officer1Feb 25, 2020 → Jul 15, 2020
CO Claritas OZone Partners II LLC entityExecutive Officer1Jan 22, 2020 → Jan 22, 2020
CO Claritas OZone Partners I LLC entityExecutive Officer1Jul 11, 2019 → Jul 11, 2019
CP CC Partners V, LLC entityExecutive Officer1Jan 11, 2018 → Jan 18, 2019
CG CAP III GP, LLC entityExecutive Officer1Sep 26, 2016 → Oct 15, 2018
HT H. Denny TaylorExecutive Officer1Sep 26, 2016 → Jun 5, 2018
CG CCSD GP Lee II, LLC entityDirector1Jul 27, 2012 → Jul 25, 2013
CG CCSD GP, LLC entityExecutive Officer1Feb 11, 2010 → Feb 11, 2010
CC Claritas Capital Donald Management Services, Inc. entityExecutive Officer1Feb 11, 2010 → Feb 11, 2010
CD CCSDSP, Donald GP entityExecutive Officer1Feb 11, 2010 → Feb 11, 2010

Business registration (state registry / Secretary of State)

None of the 17 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

CLARITAS CAPITAL (legal name: CLARITAS CAPITAL MANAGEMENT SERVICES, INC.) — SEC-registered investment adviser · SEC registration status as reported: “Approved” since May 31, 2024 · SEC file 801-130396 · Main office: NASHVILLE, TN · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $813,963,893 as reported on Form ADV filed Mar 30, 2026 (Item 5.F(2)(c)) · 108 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.claritascapital.com ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Claritas as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Claritas's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #246,167 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

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Social and web

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Courts

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Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Tennessee Secretary of State business search ↗OpenCorporates ↗