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| Citation Capital Management LLC
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|---|---|
| CRD # | 326828 |
| SEC # | 801-132086 |
| CIK # | |
| AUM | 1,359.9 M (2026-03-30) |
| Employees | 14 (86% Investors, 0% Brokers) |
| Phone | 469-607-0253 |
| Address | Parkland Hall, Old Parkland Dallas, TX 75219 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Citation Glow Co-Invest I-A LP | 2026-03-30 | 34.4 M | |
| PE | Citation Glow Co-Invest LP | [2026-03-30] | 61.2 M | |
| Filed 2025-06-17 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Citation Alpha Co-Invest I-A LP | [2025-01-31] | 188.8 M | |
| Filed 2024-09-04 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Citation Alpha Co-Invest LP | [2025-01-31] | 75.5 M | |
| Filed 2024-09-04 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Citation Ceres Co-Invest LP | [2023-10-06] | 100.3 M | 130.9 M |
| Filed 2025-09-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Citation Fund I-A LP | [2023-10-06] | 389.2 M | 403.6 M |
| Filed 2025-07-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $1,255,000 · Revenue Decline to Disclose | ||||
| PE | Citation Fund I LP | [2023-10-06] | 389.2 M | 465.4 M |
| Filed 2025-07-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $1,255,000 · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 1,359.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 1,359.9 |
| By Discretionary | ||
| Discretionary | 10 | 1,359.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 1,359.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,359.9 | |
| Total | 10 | 1,359.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lydie Hudson | Executive Officer | 9 | 2 | |
| Tiffany Hagge | Executive Officer | 9 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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