Investment adviser · CRD 158019
CIC PARTNERS MANAGEMENT LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $438M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $438,027,176 | 100.0% |
Filing source
Form ADV 2097148 · Apr 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CIC V LPPrivate Equity Fund · Last reported Apr 29, 2026$138MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
BANC OF CALIFORNIA
LEI 549300A7DTSCJLJ33451
Fund details & source
- Fund ID
- 805-4547221987
- Reported beneficial owners
- 204
- Minimum commitment
- $0
- Form D file number
- 021-437663
Form ADV 2097148 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIC IV LPPrivate Equity Fund · Last reported Apr 29, 2026$51.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
BANC OF CALIFORNIA
LEI 549300A7DTSCJLJ33451
JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-6207214336
- Reported beneficial owners
- 169
- Minimum commitment
- $0
- Form D file number
- 021-280571
Form ADV 2097148 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIC III LPPrivate Equity Fund · Last reported Apr 29, 2026$27.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
BANC OF CALIFORNIA
LEI 549300A7DTSCJLJ33451
JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-2669508425
- Reported beneficial owners
- 86
- Minimum commitment
- $0
- Form D file number
- 021-171803
Form ADV 2097148 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIC II LPPrivate Equity Fund · Last reported Mar 26, 2019$13.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MONTGOMERY COSCIA GREILICH, LLP
PCAOB 2502
Fund details & source
- Fund ID
- 805-4453115134
- Reported beneficial owners
- 80
- Minimum commitment
- $0
- Form D file number
- 021-100796
Form ADV 1259178 · Mar 26, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIC FLEX LPPrivate Equity Fund · Last reported Apr 18, 2017$2.37MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9400105160
- Reported beneficial owners
- 4
- Minimum commitment
- $0
Form ADV 1107364 · Apr 18, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CIC PARTNERS I LPPrivate Equity Fund · Last reported Mar 29, 2018$1.14MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MONTGOMERY COSCIA GREILICH, LLP
PCAOB 2502
Fund details & source
- Fund ID
- 805-4118132694
- Reported beneficial owners
- 32
- Minimum commitment
- $0
Form ADV 1164259 · Mar 29, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CANVASBACK PARTNERS LPPrivate Equity Fund · Last reported Apr 25, 2014$375KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8593529409
- Reported beneficial owners
- 13
- Minimum commitment
- $0
Form ADV 820013 · Apr 25, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
3879 MAPLE AVENUE, SUITE 400DALLAS, TX, 75219, United States
CRD 158019
Filing source
Form ADV 2097148 · Apr 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.