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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

CIVITAS CAPITAL MANAGEMENT, LLC

CRD 167469

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d8983c8-8a17-ca1c-52ec-56aab6e9e2bf

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 1
On other graphs: 1
Observed: Mar 30, 2016 to Mar 30, 2016
1 observations

Across DFX

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

Private Equityidentity

Civitas Capital Management, LLC

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 36
Advisory employees: 20
Private funds: 18Schedule D 7.B(1)
Private fund GAV: $163Mgross asset value as reported per fund; never fund size
SEC number: 801-107635
CRD: 167469
Filings on the tape: 1
First filed: Mar 30, 2016
Latest filed: Mar 30, 2016
Organised: Limited Liability Company, Texas

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CIVITAS TRADITION FUND, LP	Private Equity Fund	$29.1M	Mar 30, 2016	53	Mar 30, 2016	reported	021-231107
CIVITAS ENCORE FUND, LP	Private Equity Fund	$16.4M	Mar 30, 2016	30	Mar 30, 2016	reported	021-231097
CIVITAS HUNTINGTON BEACH FUND, LP	Private Equity Fund	$14.9M	Mar 30, 2016	20	Mar 30, 2016	reported	021-231117
CIVITAS MAPLE FUND, LP	Private Equity Fund	$12.1M	Mar 30, 2016	23	Mar 30, 2016	reported	021-231110
CIVITAS CYPRESS FUND, LP	Private Equity Fund	$10.9M	Mar 30, 2016	9	Mar 30, 2016	reported	021-231117
CIVITAS STONEGATE FUND I, LP	Private Equity Fund	$10.2M	Mar 30, 2016	20	Mar 30, 2016	reported	021-231134
CIVITAS SPECTRUM FUND, LP	Private Equity Fund	$10.1M	Mar 30, 2016	20	Mar 30, 2016	reported	021-231111
CIVITAS TCR EQUITY FUND I, LP	Private Equity Fund	$9.5M	Mar 30, 2016	17	Mar 30, 2016	reported	021-233167
CIVITAS STATE THOMAS FUND, LP	Private Equity Fund	$6.3M	Mar 30, 2016	18	Mar 30, 2016	reported	021-250545
CIVITAS PHOENIX FUND, LP	Private Equity Fund	$5.5M	Mar 30, 2016	17	Mar 30, 2016	reported	021-231098
CIVITAS TRINITY FUND, LP	Private Equity Fund	$5.4M	Mar 30, 2016	9	Mar 30, 2016	reported	021-231099
CIVITAS TCR DOWNTOWN EQUITY, LP	Private Equity Fund	$3.5M	Mar 30, 2016	7	Mar 30, 2016	reported	021-231121
CIVITAS EFS FUND, LP	Private Equity Fund	$3.4M	Mar 30, 2016	10	Mar 30, 2016	reported	021-231227
CIVITAS PELHAM FUND, LP	Private Equity Fund	$1.8M	Mar 30, 2016	3	Mar 30, 2016	reported	021-248616
CAI RL WASHINGTON HOTEL FUND, LP	Private Equity Fund	$0	Mar 30, 2016	0	Mar 30, 2016	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANCHIA, RAFAEL, MICHAEL	Member	A	yes	02/2010	Mar 30, 2016	Mar 30, 2016
CHEATHAM ROBERTS, LAURIE, PATRIECE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2013	Mar 30, 2016	Mar 30, 2016
HEALY, DANIEL, JOSEPH	CHIEF EXECUTIVE OFFICER	C	yes	02/2010	Mar 30, 2016	Mar 30, 2016
LAWSON, BRETT	MANAGING MEMBER	D	yes	02/2010	Mar 30, 2016	Mar 30, 2016
PEREL, DAVID, EVAN	CHIEF OPERATING OFFICER	Na	yes	02/2015	Mar 30, 2016	Mar 30, 2016
RYAN TEXAS HOLDINGS, LLC	Member	C	yes	02/2010	Mar 30, 2016	Mar 30, 2016
RYAN, GEORGE, BRINT	MANAGING MEMBER	E	yes	04/2008	Mar 30, 2016	Mar 30, 2016
WILKIN, KURT	MANAGING MEMBER	D	yes	02/2010	Mar 30, 2016	Mar 30, 2016
BEE CAVE CAPITAL, LLC	Member	A	no	02/2010	Mar 30, 2016	Mar 30, 2016
VAUGHAN, PATRICK, RYAN	Member	A	no	02/2010	Mar 30, 2016	Mar 30, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 47

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAI ATLANTIC DALLAS GALLERIA EQUITY FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CAI ATLANTIC MCKINNEY EQUITY FUND GP, LLC	n/a	n/a	n/a	Y	yes	n/a
CAI CANYON EQUITY FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CAI M&M EQUITY FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CAI RL WASHINGTON HOTEL FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS ALTERNATIVE INVESTMENTS, LLC	n/a	n/a	n/a	N	yes	n/a
CIVITAS ARTS CENTER FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS C-STORE LENDER GP, LLC	n/a	n/a	n/a	Y	yes	n/a
CIVITAS CANYON MEZZANINE FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS CROCKETT FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS CYPRESS FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS EB-5 FUND 21 GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS EFS FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS ENCORE FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS GALLERIA MEZZANINE FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS GARNET FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS GROWSOUTH GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS HOTEL ALESSANDRA FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS HUDSON EXCHANGE FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS HUNTINGTON BEACH FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS LAMAR HOTEL FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS LODGING GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS LODGING PARTNERS II GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS M&M MEZZANINE FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS MAPLE FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS MCKINNEY MEZZANINE FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS MERITAGE COMMONS FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS PARTNERS, LLC	n/a	n/a	n/a	Y	yes	n/a
CIVITAS PELHAM EQUITY FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS PELHAM FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS PERMIAN BASIN HOTELS GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS PHOENIX FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS RACE STREET GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS SKYLINE FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS SPECTRUM FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS ST INVESTORS GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS STATE THOMAS FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS STONEGATE FUND I GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS STRAND EQUITY FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a
CIVITAS STRAND FUND GP, LP	n/a	n/a	n/a	Y	yes	n/a

Relationships

Advises (15)

→ CIVITAS STATE THOMAS FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CAI RL WASHINGTON HOTEL FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS EFS FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS ENCORE FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS SPECTRUM FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS CYPRESS FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS TCR EQUITY FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS TRINITY FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS PHOENIX FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS PELHAM FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS TRADITION FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS HUNTINGTON BEACH FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS STONEGATE FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS TCR DOWNTOWN EQUITY, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CIVITAS MAPLE FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV

Controls (8)

← PEREL, DAVID, EVANOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2016 to presentfactForm ADV
← CHEATHAM ROBERTS, LAURIE, PATRIECEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2016 to presentfactForm ADV
← HEALY, DANIEL, JOSEPHOwnerCHIEF EXECUTIVE OFFICER, ownership code C, individual
Mar 30, 2016 to presentfactForm ADV
← ANCHIA, RAFAEL, MICHAELOwnerMEMBER, ownership code A, individual
Mar 30, 2016 to presentfactForm ADV
← RYAN, GEORGE, BRINTOwnerMANAGING MEMBER, ownership code E, individual
Mar 30, 2016 to presentfactForm ADV
← LAWSON, BRETTOwnerMANAGING MEMBER, ownership code D, individual
Mar 30, 2016 to presentfactForm ADV
← WILKIN, KURTOwnerMANAGING MEMBER, ownership code D, individual
Mar 30, 2016 to presentfactForm ADV
← RYAN TEXAS HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 30, 2016 to presentfactForm ADV

Owns (2)

← VAUGHAN, PATRICK, RYANOwnerMEMBER, ownership code A, individual
Mar 30, 2016 to presentfactForm ADV
← BEE CAVE CAPITAL, LLCOwnerMEMBER, ownership code A, domestic entity
Mar 30, 2016 to presentfactForm ADV

Dated events

Occurred
Mar 30, 2016
First Form ADV filing
Civitas Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d8983c8-8a17-ca1c-52ec-56aab6e9e2bf
First observed: Mar 30, 2016
Last observed: Mar 30, 2016 127 months ago
Source families: Federal regulator filings
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.

CIVITAS CAPITAL MANAGEMENT, LLC

CRD 167469

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d8983c8-8a17-ca1c-52ec-56aab6e9e2bf

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CIVITAS TRADITION FUND, LP

Private Equity Fund

$29.1M

Mar 30, 2016

reported

021-231107

CIVITAS ENCORE FUND, LP

Private Equity Fund

$16.4M

Mar 30, 2016

reported

021-231097

CIVITAS HUNTINGTON BEACH FUND, LP

Private Equity Fund

$14.9M

Mar 30, 2016

reported

021-231117

CIVITAS MAPLE FUND, LP

Private Equity Fund

$12.1M

Mar 30, 2016

reported

021-231110

CIVITAS CYPRESS FUND, LP

Private Equity Fund

$10.9M

Mar 30, 2016

reported

021-231117

CIVITAS STONEGATE FUND I, LP

Private Equity Fund

$10.2M

Mar 30, 2016

reported

021-231134

CIVITAS SPECTRUM FUND, LP

Private Equity Fund

$10.1M

Mar 30, 2016

reported

021-231111

CIVITAS TCR EQUITY FUND I, LP

Private Equity Fund

$9.5M

Mar 30, 2016

reported

021-233167

CIVITAS STATE THOMAS FUND, LP

Private Equity Fund

$6.3M

Mar 30, 2016

reported

021-250545

CIVITAS PHOENIX FUND, LP

Private Equity Fund

$5.5M

Mar 30, 2016

reported

021-231098

CIVITAS TRINITY FUND, LP

Private Equity Fund

$5.4M

Mar 30, 2016

reported

021-231099

CIVITAS TCR DOWNTOWN EQUITY, LP

Private Equity Fund

$3.5M

Mar 30, 2016

reported

021-231121

CIVITAS EFS FUND, LP

Private Equity Fund

$3.4M

Mar 30, 2016

reported

021-231227

CIVITAS PELHAM FUND, LP

Private Equity Fund

$1.8M

Mar 30, 2016

reported

021-248616

CAI RL WASHINGTON HOTEL FUND, LP

Private Equity Fund

Mar 30, 2016

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANCHIA, RAFAEL, MICHAEL

Member

yes

02/2010

Mar 30, 2016

CHEATHAM ROBERTS, LAURIE, PATRIECE

CHIEF COMPLIANCE OFFICER

yes

07/2013

Mar 30, 2016

HEALY, DANIEL, JOSEPH

CHIEF EXECUTIVE OFFICER

yes

02/2010

Mar 30, 2016

LAWSON, BRETT

MANAGING MEMBER

yes

02/2010

Mar 30, 2016

PEREL, DAVID, EVAN

CHIEF OPERATING OFFICER

yes

02/2015

Mar 30, 2016

RYAN TEXAS HOLDINGS, LLC

Member

yes

02/2010

Mar 30, 2016

RYAN, GEORGE, BRINT

MANAGING MEMBER

yes

04/2008

Mar 30, 2016

WILKIN, KURT

MANAGING MEMBER

yes

02/2010

Mar 30, 2016

BEE CAVE CAPITAL, LLC

Member

02/2010

Mar 30, 2016

VAUGHAN, PATRICK, RYAN

Member

02/2010

Mar 30, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAI ATLANTIC DALLAS GALLERIA EQUITY FUND GP, LP

n/a

yes

n/a

CAI ATLANTIC MCKINNEY EQUITY FUND GP, LLC

n/a

yes

n/a

CAI CANYON EQUITY FUND GP, LP

n/a

yes

n/a

CAI M&M EQUITY FUND GP, LP

n/a

yes

n/a

CAI RL WASHINGTON HOTEL FUND GP, LP

n/a

yes

n/a

CIVITAS ALTERNATIVE INVESTMENTS, LLC

n/a

yes

n/a

CIVITAS ARTS CENTER FUND GP, LP

n/a

yes

n/a

CIVITAS C-STORE LENDER GP, LLC

n/a

yes

n/a

CIVITAS CANYON MEZZANINE FUND GP, LP

n/a

yes

n/a

CIVITAS CROCKETT FUND GP, LP

n/a

yes

n/a

CIVITAS CYPRESS FUND GP, LP

n/a

yes

n/a

CIVITAS EB-5 FUND 21 GP, LP

n/a

yes

n/a

CIVITAS EFS FUND GP, LP

n/a

yes

n/a

CIVITAS ENCORE FUND GP, LP

n/a

yes

n/a

CIVITAS GALLERIA MEZZANINE FUND GP, LP

n/a

yes

n/a

CIVITAS GARNET FUND GP, LP

n/a

yes

n/a

CIVITAS GROWSOUTH GP, LP

n/a

yes

n/a

CIVITAS HOTEL ALESSANDRA FUND GP, LP

n/a

yes

n/a

CIVITAS HUDSON EXCHANGE FUND GP, LP

n/a

yes

n/a

CIVITAS HUNTINGTON BEACH FUND GP, LP

n/a

yes

n/a

CIVITAS LAMAR HOTEL FUND GP, LP

n/a

yes

n/a

CIVITAS LODGING GP, LP

n/a

yes

n/a

CIVITAS LODGING PARTNERS II GP, LP

n/a

yes

n/a

CIVITAS M&M MEZZANINE FUND GP, LP

n/a

yes

n/a

CIVITAS MAPLE FUND GP, LP

n/a

yes

n/a

CIVITAS MCKINNEY MEZZANINE FUND GP, LP

n/a

yes

n/a

CIVITAS MERITAGE COMMONS FUND GP, LP

n/a

yes

n/a

CIVITAS PARTNERS, LLC

n/a

yes

n/a

CIVITAS PELHAM EQUITY FUND GP, LP

n/a

yes

n/a

CIVITAS PELHAM FUND GP, LP

n/a

yes

n/a

CIVITAS PERMIAN BASIN HOTELS GP, LP

n/a

yes

n/a

CIVITAS PHOENIX FUND GP, LP

n/a

yes

n/a

CIVITAS RACE STREET GP, LP

n/a

yes

n/a

CIVITAS SKYLINE FUND GP, LP

n/a

yes

n/a

CIVITAS SPECTRUM FUND GP, LP

n/a

yes

n/a

CIVITAS ST INVESTORS GP, LP

n/a

yes

n/a

CIVITAS STATE THOMAS FUND GP, LP

n/a

yes

n/a

CIVITAS STONEGATE FUND I GP, LP

n/a

yes

n/a

CIVITAS STRAND EQUITY FUND GP, LP

n/a

yes

n/a

CIVITAS STRAND FUND GP, LP

n/a

yes

n/a