DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••• C••••••
Legal name C••••••• C•••••• M••••••••• S•••••••• I•••
Latest filing Mar 30, 2026
First filing on the tape May 1, 2024 · 4 filings
SEC status approved since May 31, 2024
RAUM
$814M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
108
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$814M as of Mar 30, 2026
Mar 27, 2025$700M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 27, 20250 then
Employees (5.A)10 as of Mar 30, 2026
Mar 27, 202513 then
Private funds108 as of Mar 30, 2026
Mar 27, 2025102 then
RAUM +16% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $7.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$790M97%
- Banks and thrifts$24.1M3.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 108reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.97 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
100 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••• S•••• P••••••• L•• | Venture Capital Fund | $75.0M | 7 | May 1, 2024 |
| C••••••• O••••••••• F••• V•• L••• | Venture Capital Fund | $40.7M | 99 | May 1, 2024 |
| C••••••• O••••••••• F••• I•• L••• | Venture Capital Fund | $38.0M | 99 | May 1, 2024 |
| C••• C•••• L•• | Real Estate Fund | $33.0M | 144 | May 1, 2024 |
| C••••••• K•••••••• L•• | Venture Capital Fund | $31.6M | 39 | May 1, 2024 |
| C••••••• O••••••••• F••• V••• L••• | Venture Capital Fund | $26.2M | 71 | May 1, 2024 |
| C••• S••••• H•••• L•• | Real Estate Fund | $26.1M | 74 | May 1, 2024 |
| C••• C•••• L•• | Real Estate Fund | $21.2M | 84 | May 1, 2024 |
| C••••••• O••••••••• F••• V• L••• | Venture Capital Fund | $20.9M | 70 | May 1, 2024 |
| C••••••• K••••••• P••••••• I•• L•• | Venture Capital Fund | $20.2M | 65 | May 1, 2024 |
| C••• C•••• L•• | Real Estate Fund | $17.8M | 84 | May 1, 2024 |
| C••• G•••• D•••••••• L•• | Real Estate Fund | $17.5M | 68 | May 1, 2024 |
| C••••••• H••••••••• F•••• L• | Venture Capital Fund | $16.2M | 21 | May 1, 2024 |
| C••••••• C•••••• R••• E••••• • C•••••• F••••• L•• | Real Estate Fund | $15.8M | 63 | May 1, 2024 |
| C••• C•••••• F•••• I•• L•• | Real Estate Fund | $15.8M | 69 | May 1, 2024 |
| C••••••• S•••••••• 2••• N••••• L•• | Venture Capital Fund | $15.8M | 19 | May 1, 2024 |
| C••••••• C••••••••• F•••• L• | Venture Capital Fund | $13.0M | 77 | May 1, 2024 |
| C••••••• O• P•••••••• L•• | Venture Capital Fund | $11.9M | 50 | May 1, 2024 |
| C••••••• T••••••••• P•••••••• L•• | Venture Capital Fund | $11.6M | 52 | May 1, 2024 |
| C••••••• O•••• E••• N••••••••• L••• | Real Estate Fund | $11.1M | 23 | May 1, 2024 |
| C••••••• O••••••••• F••• 2•••• L••• | Venture Capital Fund | $9.7M | 52 | May 1, 2024 |
| C••••••• O••••••••• F••• V••• Q•• L••• | Venture Capital Fund | $9.4M | 26 | May 1, 2024 |
| C••••••• S•••••••• C• P••••••• L•• | Venture Capital Fund | $9.3M | 48 | May 1, 2024 |
| C••• C•••• L•• | Real Estate Fund | $8.9M | 59 | May 1, 2024 |
| C••••••• B•• P••••••• L•• | Venture Capital Fund | $8.6M | 46 | May 1, 2024 |
| C••••••• C•••••• F••• V• L••• | Venture Capital Fund | $8.5M | 51 | May 1, 2024 |
| C••• C•••• L•• | Real Estate Fund | $8.3M | 69 | May 1, 2024 |
| C••••••• S••••••••• P••••••• L•• | Venture Capital Fund | $7.8M | 24 | May 1, 2024 |
| C••••••• O•••• F••• I•• L••• | Real Estate Fund | $7.3M | 21 | May 1, 2024 |
| C••••••• A••••• V••••••• Q•• L••• | Venture Capital Fund | $7.0M | 11 | May 1, 2024 |
| H••• R•• L•• | Venture Capital Fund | $6.5M | 49 | May 1, 2024 |
| C••• M•• J•••••• L•• | Real Estate Fund | $6.4M | 27 | May 1, 2024 |
| C••••••• A•• P•••••••• L•• | Venture Capital Fund | $6.4M | 70 | May 1, 2024 |
| C••••••• C•••••• F••• I•• L• | Venture Capital Fund | $6.1M | 35 | May 1, 2024 |
| C••• C••••••• M••••• L•• | Real Estate Fund | $5.8M | 44 | May 1, 2024 |
| C••••••• G••••••• I•• L•• | Venture Capital Fund | $5.5M | 53 | May 1, 2024 |
| C••••••• F•••• P•••••••• L•• | Venture Capital Fund | $5.1M | 1 | May 1, 2024 |
| C••••••• C•••••• R••• E••••• • C••• L•• | Real Estate Fund | $5.1M | 69 | May 1, 2024 |
| C••••••• C•••••• R••• E••••• • 5••• P•••••• L•• | Real Estate Fund | $5.0M | 45 | May 1, 2024 |
| C••••••• S• P••••••• L•• | Venture Capital Fund | $4.7M | 19 | May 1, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• J•••• H••••• · Chief Executive Officer / Presidentcontrolsince 01/2024 · owns less than 5%
- M••••••• J•••••• W••••• · Chief Financial Officer And Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- C•••••••• J•••• H••••• · Managing Membercontrolsince 03/2024 · owns 25% to 50% of C••••••• C••••••• L••
Entity owners
- C••••••• C••••••• L•• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- C•••• G• L••investment adviserpooled vehicle sponsorn
- C• B•• P••••••• G•investment adviserpooled vehicle sponsorn
- C• H•• P••••••• I• G•investment adviserpooled vehicle sponsorn
- C• H•••• P•••••••• L••pooled vehicle sponsorn
- C• P••••••• 2••• G•investment adviserpooled vehicle sponsorn
- C• P••••••• I•• L••investment adviserpooled vehicle sponsorn
- C• P••••••• V• L••pooled vehicle sponsorn
- C• P••••••• V•• L••investment adviserpooled vehicle sponsorn
- C• P••••••• V••• L••investment adviserpooled vehicle sponsorn
- C• P••••••• V•••• L••investment adviserpooled vehicle sponsorn
- C• P• P••••••• I• L••investment adviserpooled vehicle sponsorn
- C• S•• I• G•investment adviserpooled vehicle sponsorn
- C• S•• P••••••••• G•investment adviserpooled vehicle sponsorn
- C• S•• V•investment adviserpooled vehicle sponsorn
- C• S•• V• G•investment adviserpooled vehicle sponsorn
- C• S•• V• G•investment adviserpooled vehicle sponsorn
- C• S•• V•• L••investment adviserpooled vehicle sponsorn
- C• S•• V•• G•investment adviserpooled vehicle sponsorn
- C• S•• V••• G•investment adviserpooled vehicle sponsorn
- C••• P••••••• 2••• G•investment adviserpooled vehicle sponsorn
- C••••••• C•••••• E••••• P•••••••• L••investment adviserpooled vehicle sponsorn
- C••••••• C•••••• E•••• P•••••••• L••investment adviserpooled vehicle sponsorn
- C••••••• C•••••• H•• P•••••••investment adviserpooled vehicle sponsorn
- C••••••• C•••••• S•• I•investment adviserpooled vehicle sponsorn
- C••••••• C•••••• S•• V•pooled vehicle sponsorn
- C••••••• O••••••••• F••• P••••••• I•• L••investment adviserpooled vehicle sponsorn
- C••••••• O•••• P••••••• I• L••investment adviserpooled vehicle sponsorn
- C••••••• O•••• P••••••• I• L••investment adviserpooled vehicle sponsorn
- C••••••• R• P•••••• 2••• G•investment adviserpooled vehicle sponsorn
- C••••••• S•• S•• G•investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many p•••••• funds relative to firm sizeStatic outlier · filing Mar 30, 2026private funds per $1B of RAUM of 132.7 against a peer median of 8.9 (462 comparable advisers, 100.0th percentile, 20.9 robust deviations)peers: asset managers, $500M to $1B (462) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 103 to 108May 6, 2025 to Mar 30, 2026
- Advisory employees · 5 to 6May 6, 2025 to Mar 30, 2026
- Pooled vehicle clients · 102 to 108May 6, 2025 to Mar 30, 2026
- Employees · 13 to 10May 6, 2025 to Mar 30, 2026
- Private funds · 102 to 108May 6, 2025 to Mar 30, 2026
- Discretionary RAUM · $700M to $814MMay 6, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $689M to $790MMay 6, 2025 to Mar 30, 2026
- RAUM · $700M to $814MMay 6, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 27, 2025 to May 6, 2025
- Accounts · 101 to 103May 1, 2024 to Mar 27, 2025
- Pooled vehicle clients · 100 to 102May 1, 2024 to Mar 27, 2025
- Legal name · C••••••• C•••••• MANAGEMENT SERVICES INC. to C••••••• C•••••• M••••••••• S•••••••• I•••May 1, 2024 to Mar 27, 2025
- Private funds · 100 to 102May 1, 2024 to Mar 27, 2025
- Discretionary RAUM · $730M to $700MMay 1, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $719M to $689MMay 1, 2024 to Mar 27, 2025
- RAUM · $730M to $700MMay 1, 2024 to Mar 27, 2025
Signals
1 dated events
- C••••••• C•••••• filed its initial SEC registration (Form ADV)May 1, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••• C•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/claritas-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 615-690-7179reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
C••••••• C•••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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