Citation Capital Management, LLC
● SEC registered since 2025CRD 326828SEC# 801-132086Dallas, TX
Ranks #2,636 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.36B
Fund GAV
$1.36B
Private funds
7
Employees
14
Accounts
10
Location
Dallas, TX
Citation Capital Management, LLC assets under management
Citation Capital Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2025. It reports $1.4 billion in regulatory assets under management and employs 14 people. Citation Capital Management, LLC manages 7 private funds with combined gross assets of $1.4 billion, including Citation Fund I LP. By regulatory assets, it ranks 2,636 of 6,004 private fund managers.
Citation Capital Management, LLC private funds
7 funds · $1.36B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Citation Fund I LP | Private Equity | $465.4M | $10M |
| Citation Fund I-A LP | Private Equity | $403.6M | $10M |
| Citation Alpha Co-Invest I-A LP | Private Equity | $188.8M | $1M |
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Join to unlock · $37/moCitation Capital Management, LLC owners & executives
10 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Citation Capital Management, LLC manage?
Citation Capital Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Citation Capital Management, LLC manage?
Citation Capital Management, LLC manages 7 private funds with combined gross assets of $1.4 billion.
How many employees does Citation Capital Management, LLC have?
Citation Capital Management, LLC reports 14 employees.
Where is Citation Capital Management, LLC located?
Citation Capital Management, LLC is based in Dallas, TX and has been SEC-registered since 2025.
Does Citation Capital Management, LLC disclose fund performance?
Citation Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.36B▲ 149%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.36B