CITIZEN CAPITAL LLC
Adviser information for CITIZEN CAPITAL LLC last updated from Form ADV on October 4th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSPECIAL PURPOSE VEHICLES, SINGLE-INVESTMENT PARTNERSHIPS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128133 |
|---|---|
| SEC ERA File Number | 801-128133 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326736 |
| Legal Entity Identifier | None |
Principal Office
621 N. ROBINSON AVENUESUITE 100
OKLAHOMA CITY
OK
United States
Monday - Friday, 9:00 A.M. - 4:00 P.M.
Tel: 405-203-3864, Fax: None
Chief Compliance Officer
MEGAN ATTERBERRY
621 N. ROBINSON AVE., SUITE 100
OKLAHOMA CITY
OK
United States
Tel:
(405) 802-0239
M****@*****************M
(Full email address available in API data)
Regulatory Contact
S. BOND PAYNE
MANAGER
621 N. ROBINSON AVE., SUITE 100
OKLAHOMA CITY
OK
United States
Tel:
(405) 203-3864
B***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PAYNE, STEPHEN, BOND | Individual | – | MANAGER/MEMBER | 05/2023 | 50-75% |
| AZIMA FAMILY JOINT REVOCABLE TRUST INDENTURE UTA DATED 10/24/17, AS AMENDED | Domestic Entity | – | MEMBER | 05/2023 | 10-25% |
| HENKE, FRANK, X | Individual | – | MEMBER | 05/2023 | 5-10% |
| ATTERBERRY, MEGAN, LEIGH | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |
| AZIMA, FARHAD | Individual | AZIMA FAMILY JOINT REVOCABLE TRUST INDENTURE UTA DATED 10/24/17, AS AMENDED | TRUSTEE | 10/2017 | |
| AZIMA, LYNDA | Individual | AZIMA FAMILY JOINT REVOCABLE TRUST INDENTURE UTA DATED 10/24/17, AS AMENDED | TRUSTEE | 10/2017 |