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CIVITAS CAPITAL MANAGEMENT

Business and Investment Profile

The CIVITAS CAPITAL MANAGEMENT is a privately held investment adviser that advises $578.65mn in regulatory assets under management held in 2 SEC fund types across 6 investment strategies. CIVITAS CAPITAL MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 83.4% over the last 4-years.

Regulatory Profile

The Group has been registered with the SEC for 10.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1722 ROUTH STREET SUITE 800, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 47 employees comprised of 15 investment and 32 non-investment staff. The total number of Employees increased by 30.56% over the last 5-years.

Asset Profile

Their $578.65mn in assets advised are owned by 83 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $578.65mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, Real Estate and FI/Credit - Lending, representing 53.75%, 28.82% and 8.74% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 11 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

CIVITAS CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CIVITAS CAPITAL MANAGEMENT

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Keywords: Civitas Capital Management, Civitas
Generated 2026-09-12T06:50:17.978751.  © 2026 Convergence.