| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Citation Fund I LP | Private Equity | $170.9M | $10M |
| Citation Fund I-A LP | Private Equity | $164.9M | $10M |
| Citation Ceres Co-Invest LP | Private Equity | $123.3M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Citation Management Holdings LP Control | Sole Member | Over 75% | 2024 |
| Daniel James Baginski Control | Chief Compliance Officer, Chief Financial Officer | Under 5% | 2023 |
| Lydie Bennett Hudson Control | Co-Founder, President | Under 5% | 2022 |
Citation Capital Management, LLC reports $595.9 million in regulatory assets under management on its Form ADV.
Citation Capital Management, LLC manages 5 private funds with combined gross assets of $595.9 million.
Citation Capital Management, LLC reports 14 employees.
Citation Capital Management, LLC is based in Dallas, TX and has been SEC-registered since 2025.
Citation Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Parkland Hall, Old Parkland, 3889 Maple Ave, Suite 225, Dallas, TX 75219 |
| Phone | 469-607-0253 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $595.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $595.9M |