CITATION

Overview

Citation is a private equity–focused investment manager organized as a limited liability company that serves an institutional client base. The firm concentrates on pooled investment vehicles, acting as sponsor, general partner and managing member for private funds it advises. Its advisory mandate centers on portfolio management for pooled vehicles, and the firm reports active ESG integration across its investment process. Fee arrangements combine a percentage-of-AUM charge with performance-based fees and other fee elements, aligning the manager’s economic interest with fund performance. With a small roster of large institutional clients, Citation appears structured to run concentrated, multi-year private market strategies rather than high-turnover public-market trading.

Assets & Accounts

Investments & Alternatives

Location & Offices