Chief Executive Officer and Chief Compliance Officer · Civitas Capital Management, LLC
Daniel J. Healy
CRD 5051498 · Named on Form ADV at one SEC-registered adviser
At a glance
Civitas Capital Management, LLC, an SEC-registered private fund adviser based in Dallas, TX with $579 million in regulatory assets, lists Daniel J. Healy on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.
Firms and roles
- Civitas Capital Management, LLCChief Executive Officer and Chief Compliance OfficerPrivate fund adviser · Dallas, TX · $579M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Rafael M. AnchiaManaging Director, Civitas Capital Management, LLC
- George B. RyanMember, Governance Committee, Civitas Capital Management, LLC
- Jonathan S. KernChief Investment Officer, Civitas Capital Management, LLC
- Ryan J. MonteiroChief Financial Officer, Civitas Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.