DFX Intelligence
Claritas Opportunity Fund V, L.P.
As of · the latest observation of this vehicle; each figure below carries its own filing date
HarvestFundraising status unknownADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
2 additional principals
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- +69%reported GAV
Reported gross assets rose from $20.9M to $35.4M between the Form ADV filings of 1 May 2024 and 30 Mar 2026.
The fund's assets as the adviser swears them, never its size or dry powder.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2017basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- indefinitewhat may be sold, not what was raised; file 021-302958, sworn by the adviser or filed under this vehicle
- Form D sold
- $20.0Mas of the filing of Jan 18, 2019, 42 investors
- First sale
- Nov 30, 2017
- Reported GAV
- $35.4Mon the Form ADV filed Mar 30, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 70
- Reported on ADV
- May 1, 2024 to Mar 30, 2026
Fundraising evidenceWhat counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Unknown
latest Form D 2019-01-18, older than 15 months (fr-1)
evidence dated Jan 18, 2019.
LifecycleHarvest
vintage over 7 years, still reported
age years: 9first sale: Nov 30, 2017vintage year: 2017adv gav as of: Mar 30, 2026vintage basis: Form d first saleform d sold: $20.0Mform d offering: n/aform d latest filed at: Jan 18, 2019
The fund's own reporting through time
2 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| May 1, 2024 | Venture Capital Fund | $20.9M | 70 | $250,000 | 14% | yes | |
| Mar 30, 2026 | Venture Capital Fund | $35.4M | 70 | $250,000 | 14% |
Principals and agents
5 principals on Form D, 0 placement agents
- Theresa Donald Sexton Executive Officer
- Claritas Capital, LLC Executive Officer
- J. Donald Mclemore Executive Officer
Service providers
2 named on Form ADV Schedule D and Form D
- AuditorCALVETTI FERGUSON, LLC · NASHVILLE, Tennessee, United StatesForm ADV filed Mar 30, 2026 reports.adviserinfo.sec.gov
- CustodianPINNACLE · NASHVILLE, Tennessee, United StatesForm ADV filed Mar 30, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performanceWhose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocatorsWhat these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.
0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
4 events
- Mar 27, 2025Auditor changed: CALVETTI FERGUSON, LLC replaced LBMC, PC, first reported on the Form ADV filed March 27, 2025 (previous filing May 1, 2024)Auditor changed Fact Form ADV
- May 1, 2024Claritas Opportunity Fund V, L.P. first reported on Form ADV by Claritas Capital (Venture Capital Fund), GAV $20,946,339Fund first reported on Form ADV Fact Form ADV
- Jan 18, 2019Claritas Opportunity Fund V, L.P. filed Form D/A: $20,000,000 sold (indefinite offering), Venture Capital FundForm D filed Fact Form D
- Jan 11, 2018Claritas Opportunity Fund V, L.P. filed Form D: $8,550,000 sold (indefinite offering), Venture Capital FundForm D filed Fact Form D
Evidence
48 observations
Every observation on this vehicle
- Entity type: Limited Partnership Fact Form D
- Entity type: Limited Partnership Jan 18, 2019 Fact Form D
- Entity type: Limited Partnership Jan 11, 2018 Fact Form D
- Form D fund type: Venture Capital Fund Fact Form D
- Form D fund type: Venture Capital Fund Jan 18, 2019 Fact Form D
- Form D fund type: Venture Capital Fund Jan 11, 2018 Fact Form D
- Form D industry group: Pooled Investment Fund Fact Form D
- Form D industry group: Pooled Investment Fund Jan 18, 2019 Fact Form D
- Form D industry group: Pooled Investment Fund Jan 11, 2018 Fact Form D
- Amendment: true Fact Form D
- Amendment: true Jan 18, 2019 Fact Form D
- Amendment: false Jan 11, 2018 Fact Form D
- Revenue range (Form D): Decline to Disclose Fact Form D
- Revenue range (Form D): Decline to Disclose Jan 18, 2019 Fact Form D
- Revenue range (Form D): Decline to Disclose Jan 11, 2018 Fact Form D
- Incorporated: withinFiveYears Fact Form D
- Incorporated: withinFiveYears Jan 18, 2019 Fact Form D
- Incorporated: withinFiveYears Jan 11, 2018 Fact Form D
- Jurisdiction: Delaware Fact Form D
- Jurisdiction: Delaware Jan 18, 2019 Fact Form D
- Jurisdiction: Delaware Jan 11, 2018 Fact Form D
- Amount sold (Form D): $20.0M Fact Form D
- Amount sold (Form D): $20.0M Jan 18, 2019 Fact Form D
- Amount sold (Form D): $8.6M Jan 11, 2018 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Jan 18, 2019 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Jan 11, 2018 Fact Form D
- First sale: 2017-11-30 Fact Form D
- First sale: 2017-11-30 Jan 18, 2019 Fact Form D
- First sale: 2017-11-30 Jan 11, 2018 Fact Form D
- Indefinite offering: true Fact Form D
- Indefinite offering: true Jan 18, 2019 Fact Form D
- Indefinite offering: true Jan 11, 2018 Fact Form D
- Investors (Form D): 42 Fact Form D
- Investors (Form D): 42 Jan 18, 2019 Fact Form D
- Investors (Form D): 13 Jan 11, 2018 Fact Form D
- Minimum investment (Form D): 250,000 Fact Form D
- Minimum investment (Form D): 250,000 Jan 18, 2019 Fact Form D
- Minimum investment (Form D): 250,000 Jan 11, 2018 Fact Form D
- Securities offered: pooled Fact Form D
- Securities offered: pooled Jan 18, 2019 Fact Form D
- Securities offered: pooled Jan 11, 2018 Fact Form D
- Office address: Fact Form D
- Office address: Jan 18, 2019 Fact Form D
- Office address: Jan 11, 2018 Fact Form D
- Year of incorporation: 2017 Fact Form D
- Year of incorporation: 2017 Jan 18, 2019 Fact Form D
- Year of incorporation: 2017 Jan 11, 2018 Fact Form D
Relationships across DFX
on 1 other DFX graph
Across the graphs
Claritas Opportunity Fund V, L.P. is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Record history
3 dated events on the change ledger, latest event first
- Fund first reported on ADV2024-05-01source on record
- Form D filed2019-01-18source on record
- Form D filed2018-01-11source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.