CITATION
CITATION CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for CITATION last updated from Form ADV on March 29th, 2024. 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-129029 |
|---|---|
| SEC ERA File Number | 802-129029 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326828 |
| Legal Entity Identifier | None |
Principal Office
PARKLAND HALL, OLD PARKLAND3889 MAPLE AVE, SUITE 225
DALLAS
TX
United States
Monday - Friday, 9AM-5PM
Tel: 469-607-0253, Fax: None
Chief Compliance Officer
DAN BAGINSKI
CHIEF FINANCIAL OFFICER
100 FIELD POINT RD 1A
GREENWICH
CT
United States
Tel:
469-594-0922
D**************@***************L
(Full email address available in API data)
Industry Affiliates
| CITATION CERES CO-INVEST GP LP | Sponsor, GP, manager of pooled investment vehicles |
| CITATION GP I LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CITATION CERES CO-INVEST LP | Private Equity Fund | $38.0M | $10.0M | 27 |
| CITATION FUND I LP | Private Equity Fund | $71.8M | $10.0M | 35 |
| CITATION FUND I-A LP | Private Equity Fund | $11.2M | $10.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CITATION HOLDCO, LP | Domestic Entity | – | MEMBER | 03/2022 | > 75% |
| CITATION ULTIMATE GP, LLC | Domestic Entity | CITATION HOLDCO, LP | GENERAL PARTNER | 03/2022 | |
| HAGGE, TIFFANY, KATHLEEN | Individual | – | FOUNDER, MANAGING PARTNER | 03/2022 | < 5% |
| HUDSON, LYDIE, BENNETT | Individual | – | CO-FOUNDER, PRESIDENT, CHIEF OPERATING OFFICER | 03/2022 | < 5% |
| HAGGE, TIFFANY, KATHLEEN | Individual | CITATION HOLDCO, LP | LIMITED PARTNER | 03/2022 | > 75% |
| HAGGE, TIFFANY, KATHLEEN | Individual | CITATION ULTIMATE GP, LLC | MEMBER | 03/2022 | > 75% |
| BAGINSKI, DANIEL, JAMES | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 04/2023 | < 5% |
| CITATION ULTIMATE GP, LLC | Domestic Entity | – | MANAGING MEMBER | 11/2023 | < 5% |