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| Civitas Capital Management LLC
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|---|---|
| CRD # | 319105 |
| SEC # | 801-126079 |
| CIK # | |
| AUM | $578.6 M (2026-05-12) |
| Employees | 47 (32% Investors, 0% Brokers) |
| Phone | 214-572-2300 |
| Address | 1722 Routh Street Dallas, TX 75201 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Civitas Hudson Exchange Fund LP | [2025-04-28] | 4.5 | 0.1 |
| HF | Civitas Hudson Exchange Fund LP Series A | [2025-04-28] | 4.5 | 1.5 |
| HF | Civitas Hudson Exchange Fund LP Series B | [2025-04-28] | 4.5 | 6.8 |
| HF | Civitas Galleria Mezzanine Fund LP | [2024-03-28] | 2.0 | 5.5 |
| HF | Civitas Hotel Alessandra Fund LP Series F | 2024-03-28 | 2.0 | |
| HF | Civitas McKinney Mezzanine Fund LP | [2024-03-28] | 0.5 | 0.0 |
| HF | Civitas Medical Income Partners LP | [2024-03-28] | 3.7 | 0.0 |
| HF | Civitas TCR Mezzanine Fund I LP | [2024-03-28] | 6.5 | 0.5 |
| HF | Civitas Tradition Fund III LP Series A | [2024-03-28] | 6.0 | 13.8 |
| HF | Civitas Tradition Fund III LP Series B | [2024-03-28] | 6.0 | 8.2 |
| View All | ||||
| 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 | 83 | 578.6 |
| (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 | 83 | 578.6 |
| By Discretionary | ||
| Discretionary | 83 | 578.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 578.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.9 | |
| United States Persons | 538.7 | |
| Total | 83 | 578.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Daniel Healy | 166 | 2 | ||
| Civitas Partners LLC | 112 | 2 | ||
| Civitas Capital Management LLC | 97 | 2 | ||
| Civitas Alternative Investments II LLC | 48 | 2 | ||
| CCM II General Partner LLC | 29 | 2 | ||
| Civitas Alternative Investments LLC | 14 | 2 | ||
| CAI General Partner LLC | 12 | 2 | ||
| Civitas Maple Fund GP LP | 11 | 2 | ||
| Civitas TCR Mezzanine Fund I GP LP | 8 | 2 | ||
| Civitas Huntington Beach Hotel Fund GP LP | 6 | 2 | ||
| View All | ||||
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|---|---|---|
|
Endeavour Capital Advisors Inc
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|
CT | 0.6 |
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GFG Alternative Investment Advisors LLC
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Angeleno Group LLC
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Gumshoe Capital Management LLC
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|
Goodhart Partners LLP
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0.6 |