Citation

Private Equity SEC-registered adviser

Legal name: Citation Capital Management, LLC

Dallas, TX Website LinkedIn

AUM

$1.4B
Regulatory AUM

Private funds

7
Private Equity 7

Private fund assets

$1.4B
Gross asset value

Employees

14

Last Form D raise

Sep 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

L
T
Founder, Managing Partner

Funds(7)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Citation Ceres Co-Invest LPPrivate Equity$130.9M$100.3M44Sep 2025Cool
Citation Fund I LPPrivate Equity$465.4M$389.3M53Jul 2025Cool
Citation Fund I-A LPPrivate Equity$403.6M$389.3M11Jul 2025Cool
Citation Glow Co-Invest LPPrivate Equity$61.2M——Jun 2025Cool
Citation Alpha Co-Invest I-A LPPrivate Equity$188.8M——Sep 2024Cold
Citation Alpha Co-Invest LPPrivate Equity$75.5M——Sep 2024Cold
Citation Glow Co-Invest I-A LPPrivate Equity$34.4M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
326828
SEC file number
801-132086

Sources