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Private fund adviser · Dallas, TX

Civitas Capital Management, LLC

SEC-registered investment adviser · CRD 319105 · SEC 801-126079

At a glance

Civitas Capital Management, LLC is an SEC-registered investment adviser based in Dallas, Texas, with $579 million in regulatory assets under management as of its Form ADV filed May 12, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,863rd of 4,686 private fund advisers and 7,236th of 17,210 SEC-registered advisers by assets.

Main office 214-572-2300civitascapital.comLinkedInAs filed on Form ADV

Regulatory AUM
$579M
Rank among private fund advisers
#2,863 of 4,686
Rank among all SEC RIAs
#7,236 of 17,210
Rank in Texas
#465 of 1,081
Clients
83
Accounts
83
Discretionary
100% of AUM
Employees
47
Advisory staff
15
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Civitas Capital Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles83$579M100%

Private funds

Civitas Capital Management, LLC reports 61 private funds with $132M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).

Disciplinary disclosures

Civitas Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗civitascapital.com ↗

AtlasMembers

The full record on Civitas Capital Management, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 3 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 2,287 peers of its type and size
Locked
Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Civitas Capital Management, LLC manage?

Civitas Capital Management, LLC reports $579 million in regulatory assets under management across 83 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 12, 2026.

What kind of firm is Civitas Capital Management, LLC?

Civitas Capital Management, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Civitas Capital Management, LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($579 million, 83 clients).

Does Civitas Capital Management, LLC manage private funds?

Yes. It reports 61 private funds with $132 million in gross assets, including hedge funds, private equity funds.

Does Civitas Capital Management, LLC have any disciplinary history?

Civitas Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Civitas Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →