Civitas Management LLC

Overview

Civitas Management LLC is a New York–based limited liability company owned by an individual, focused on serving individuals and small businesses with financial planning and portfolio management. The firm charges clients by a percentage of assets under management and via fixed fees. It is state-registered in New York and operates as a single-state adviser rather than a multi-state or SEC-registered RIA. Service offering is narrow and client-focused: core activities are financial planning and discretionary portfolio management for personal and small-business accounts. The firm does not identify as an active ESG investor and does not act as a capital allocator or related/advisory network to other advisers.

Investments & Alternatives

Location & Offices