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Chief Financial Officer · Civitas Capital Management, LLC

Ryan J. Monteiro

CRD 7896084 · 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 Ryan J. Monteiro on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Ryan’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Rafael M. AnchiaManaging Director, Civitas Capital Management, LLC
  • Daniel J. HealyChief Executive Officer and Chief Compliance Officer, Civitas Capital Management, LLC
  • George B. RyanMember, Governance Committee, Civitas Capital Management, LLC
  • Jonathan S. KernChief Investment 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 Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.