CIVITAS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 319105
- Registered since
- July 14, 2022
- Website
- www.civitascapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Civitas Capital Management, LLC is an SEC-registered investment manager that runs hedge fund and private equity strategies alongside other pooled investment vehicles. The firm is structured as an LLC and lists both domestic-entity and individual ownership. Its client base is institutional, and its activities extend beyond portfolio management into real estate brokerage and acting as sponsor/GP or managing member for pooled vehicles. Fee arrangements include asset-based fees and performance-related fees, consistent with a manager that operates hedge-style funds and private capital vehicles. The firm does not identify itself as an active ESG investor and is not registered to advise across multiple states.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3RYAN MONTEIRO
Chief Financial OfficerCRD 7896084
JONATHAN KERN
President, Chief Investment OfficerCRD 7576815
DANIEL HEALY
Chief Executive OfficerCRD 5051498
Contacts
2 of 2GEORGE RYAN
CRD 6485241
RAFAEL ANCHIA
Co-Founder and Managing DirectorCRD 6485239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1722 Routh St
- Time zone
- CT (UTC-6)
- Office locations
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