CIVITAS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$579M
Discretionary
$579M
100% of AUM
Avg account
$7M
Accounts
83
Employees
47
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
319105
Registered since
July 14, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • RYAN MONTEIRO

    Chief Financial OfficerCRD 7896084

  • JONATHAN KERN

    President, Chief Investment OfficerCRD 7576815

  • DANIEL HEALY

    Chief Executive OfficerCRD 5051498

Contacts

2 of 2
  • GEORGE RYAN

    CRD 6485241

  • RAFAEL ANCHIA

    Co-Founder and Managing DirectorCRD 6485239

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth