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Private equityFirmbuyout · probablelower middle market

Citation

Private Equity

Dallas, TX

Citation is a private equity firm focused on mid cap control buyouts in North America. Headquartered in Dallas, it is female- founded and led by Tiffany Hagge (founder) and Lydie Hudson (co-founder).

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:74d4f5c5-0267-4ff9-bea7-b8b288d8b9b9

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 7
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Citation

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

CITATION

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 2
PE funds: 2
Vintages: 2023 to 2023
PE GAV, 2024 filing: $49.2Mgross asset value on Form ADV; never dry powder
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Stated sectors: industrials,financial_services,technology,consumer,media_telecom,healthcare,education,building_products,hospitality_leisure,manufacturing,energy
Stated control: control,majority
Latest ADV filing: Mar 29, 2024
Website: citation.capital

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Citation Fund I-A LP	2023	Unknown	Private Equity Fund	n/a	$11.2M	0
Citation Ceres Co-Invest LP	2023	Early deployment	Private Equity Fund	n/a	$38.0M	0

Relationships

Same as candidate (1)

← Citation CapitalFirmSponsor key ambiguous
inferenceDFX's own graph

Manages (3)

→ Citation Fund I LPFundPrivate Equity Fund
Oct 6, 2023 to presentfactForm ADV, News and newswire
→ Citation Ceres Co-Invest LPFundPrivate Equity Fund
Oct 6, 2023 to presentfactForm ADV
→ Citation Fund I-A LPFundPrivate Equity Fund
Oct 6, 2023 to presentfactForm ADV

Employs (4)

→ Tiffany Kathleen HaggePersonMember
Mar 1, 2022 to presentfactForm ADV
→ Lydie Bennett HudsonPersonCo-Founder, President, Chief Operating Officer
Mar 1, 2022 to presentfactForm ADV
→ Daniel James BaginskiPersonChief Compliance Officer, Chief Financial Officer
Apr 1, 2023 to presentfactForm ADV
→ DAN Patrick BaginskiPersonChief Compliance Officer, Chief Financial Officer
Apr 1, 2023 to May 9, 2023inferenceForm ADV

Owns (2)

← Citation Holdco, LPFirmMember
Mar 1, 2022 to presentfactForm ADV
← Citation Ultimate GP, LLCFirmManaging Member
Nov 1, 2023 to presentfactForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 9, 2023
Adviser first adv filing
Citation first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago
Occurred
May 9, 2023
Person left
DAN Patrick Baginski (Chief Compliance Officer, Chief Financial Officer) no longer on Schedule A of Citation
Form ADVobserved 6 days ago
Occurred
Apr 1, 2023
Person joined
Daniel James Baginski joined Schedule A of Citation as Chief Compliance Officer, Chief Financial Officer
Form ADVobserved 6 days ago

Show 4 bookkeeping events

Occurred
Mar 30, 2026
Citation: Private Equity Funds on Form ADV 3 (2024 extract) -> 7 (roster 2026-09-01)
Occurred
Oct 6, 2023
Citation Ceres Co-Invest LP first reported on Form ADV by Citation (Private Equity Fund), GAV $17,500,000
Occurred
Oct 6, 2023
Citation Fund I-A LP first reported on Form ADV by Citation (Private Equity Fund), GAV $11,163,366
Occurred
Oct 6, 2023
Citation Fund I LP first reported on Form ADV by Citation (Private Equity Fund), GAV $71,336,634

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Tiffany Kathleen Hagge (Member), Lydie Bennett Hudson (Co-Founder, President, Chief Operating Officer), Daniel James Baginski (Chief Compliance Officer, Chief Financial Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:74d4f5c5-0267-4ff9-bea7-b8b288d8b9b9
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Citation

Private Equity

Dallas, TX

Citation is a private equity firm focused on mid cap control buyouts in North America. Headquartered in Dallas, it is female- founded and led by Tiffany Hagge (founder) and Lydie Hudson (co-founder).

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:74d4f5c5-0267-4ff9-bea7-b8b288d8b9b9

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Citation Fund I-A LP

2023

Unknown

Private Equity Fund

n/a

$11.2M

Citation Ceres Co-Invest LP

2023

Early deployment

Private Equity Fund

n/a

$38.0M