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Clarity Financial
Clarity Financial is an RIA led by Alex Shahbazi, focused on private credit, real estate, and infrastructure placements for institutional clients.
Clarity Financial
Clarity Financial, LLC is an SEC-registered investment adviser in Tigard, OR. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
—
Corporate office
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Principals
Alex Shahbazi
CEO and Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Clarity Financial?
Alex Shahbazi serves as CEO and Managing Partner, overseeing origination, structuring, and execution of private credit and real asset transactions. His background includes investment banking and structured finance (per public record).
How does Clarity Financial source proprietary deal flow?
The firm originates transactions through direct relationships with middle-market companies, real asset operators, and institutional partners. Clarity Financial does not publicly detail its proprietary sourcing, but its placement model suggests it leverages a network of sponsors and intermediaries.
Is Clarity Financial structured as a single family office or does it operate more like a venture firm?
Clarity Financial is structured as a registered investment advisor (RIA), not a formal family office or venture firm. It functions as a capital placement platform, structuring direct investments and co-investments across private credit, real estate, and infrastructure.
Does Clarity Financial participate in fund commitments or only direct deals?
The firm primarily structures direct placements and co-investments, rather than committing to commingled funds. Its model focuses on originating specific debt and equity opportunities for institutional clients on a deal-by-deal basis (per public record).
What investment stages does Clarity Financial typically target?
Clarity Financial focuses on yield-oriented, cash-flow-generating assets across private credit, real estate, and infrastructure. The firm typically targets later-stage, stabilized or value-add opportunities in the lower middle market.
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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