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Claritas
Claritas is a Cincinnati-based multi-asset manager with over 20 years of history but publicly discloses no AUM, principals, or portfolio holdings.
Claritas
Claritas is an SEC-registered investment adviser in Nashville, TN, registered since 2024. The firm manages approximately $814 million in regulatory assets. It has 10 employees and 6 investment advisers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Nashville
Corporate office
Cincinnati, OH, United States
Frequently asked questions
Who runs investment decisions at Claritas?
Claritas does not publicly name any investment committee members, portfolio managers, or executive leaders on its website or LinkedIn. An allocator evaluating the firm would need to request this information directly through the contact form on its site.
Does Claritas report its assets under management?
No. Claritas does not publish an AUM figure, regulatory filing reference, or client-account disclosure. The firm's total discretionary and advisory assets are not publicly verifiable.
How does Claritas build its multi-asset portfolios?
The firm describes a focus on global asset allocation and risk management, but it does not detail its process for security selection, manager research, or weighting across asset classes. Without published thought leadership or investment commentary, the precise approach remains unobservable externally.
Is Claritas structured as a family office or a traditional asset manager?
Claritas operates as an external asset manager providing investment solutions, not a single-family office managing one source of private wealth. The firm solicits clients through its website and markets multi-asset portfolio management as a service.
Does Claritas disclose any philanthropic structures or adjacent vehicles?
No philanthropic foundations, donor-advised funds, or operating businesses tied to Claritas are mentioned on its public site. The firm presents only its core multi-asset management service.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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