Key facts
- CITATION is a private equity firm based in DALLAS, TX.
Registered with the SEC
Form ADV · 2026-03 · CRD 326828- Regulatory AUM
- —
- Private fund assets
- $1.4B
- Private funds
- 7 · 7 private equity
- Staff
- 14
- Registered office
- DALLAS, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CITATION CAPITAL MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CITATION are on record yet. Positions surface from round participations, filings, and coverage.
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