Investment adviser · CRD 319105

CIVITAS CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed May 12, 2026

Regulatory AUM: $579M
Client accounts: 83
Employees: 47
Advisory professionals: 15

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	83	$578,645,483	100.0%
Individuals	Fewer than 5	Not reported	Not reported
High-net-worth individuals	Fewer than 5	Not reported	Not reported
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2104975 · May 12, 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

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

CIVITAS DOMOS FOUNDERS FUND, LPHedge Fund · Last reported May 12, 2026$17.2MGross asset value

Form D fundraising filings

Civitas Domos Founders Fund, LP

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLC DALLAS, Texas, United States

Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLC
PCAOB 243

Fund details & source

Fund ID: 805-2930074698
Reported beneficial owners: 13
Minimum commitment: $5M
Form D file number: 021-441702

Form ADV 2104975 · May 12, 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.

CIVITAS HOTEL ALESSANDRA FUND, LP (SERIES C)Hedge Fund · Last reported May 12, 2026$15.4MGross asset value

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP DALLAS, Texas, United States

Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

Fund details & source

Fund ID: 805-6274300642
Reported beneficial owners: 28
Minimum commitment: $500K

Form ADV 2104975 · May 12, 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.

CIVITAS TRADITION FUND III, LP (SERIES A)Hedge Fund · Last reported May 12, 2026$13.8MGross asset value

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP DALLAS, Texas, United States

Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

Fund details & source

Fund ID: 805-3388651037
Reported beneficial owners: 37
Minimum commitment: $500K
Form D file number: 021-496433

Form ADV 2104975 · May 12, 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.

CIVITAS TRADITION FUND III, LP (SERIES B)Hedge Fund · Last reported May 12, 2026$8.23MGross asset value

Form D fundraising filings

Civitas Tradition Fund III, LP

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP DALLAS, Texas, United States

Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

Fund details & source

Fund ID: 805-6643621629
Reported beneficial owners: 19
Minimum commitment: $500K
Form D file number: 021-496433

Form ADV 2104975 · May 12, 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.

CIVITAS MERITAGE COMMONS FUND, LPHedge Fund · Last reported May 12, 2026$7.46MGross asset value

Form D fundraising filings

Civitas Meritage Commons Fund, LP

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLC DALLAS, Texas, United States

Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No

Marketer GREAT CHINA GROUP WANCHAI, Hong Kong Related to adviser: No

Marketer GREENWAY INVESTING CONSULTING CO., LTD SHANGHAI, China Related to adviser: No

Marketer LIPING TAN QIANJIANG, China Related to adviser: No

Marketer NANNING DA MEI JIN ZHAN CULTURE COMMUNICATION CO., LTD. NANNING, China Related to adviser: No

Marketer NEW HORIZONS BEIJING, China Related to adviser: No

Marketer SHENZHEN DYANA INVESTMENT CO., LTD GUANGDONG, China Related to adviser: No

Marketer ZHIBIN CHEN SHANGHAI, China Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BDO USA, LLC
PCAOB 243

Fund details & source

Fund ID: 805-5406670236
Reported beneficial owners: 14
Minimum commitment: $500K
Form D file number: 021-248615

Form ADV 2104975 · May 12, 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.

CIVITAS HUDSON EXCHANGE FUND, LP (SERIES B)Hedge Fund · Last reported May 12, 2026$6.79MGross asset value

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP DALLAS, Texas, United States

Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

Fund details & source

Fund ID: 805-5547969766
Reported beneficial owners: 13
Minimum commitment: $500K
Form D file number: 021-535846

Form ADV 2104975 · May 12, 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.

CIVITAS TRADITION FUND II, LP (SERIES B)Hedge Fund · Last reported May 12, 2026$6.71MGross asset value

Form D fundraising filings

Civitas Tradition Fund II, LP (Series B)

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP DALLAS, Texas, United States

Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, LLP
PCAOB 243

Fund details & source

Fund ID: 805-7179704408
Reported beneficial owners: 14
Minimum commitment: $500K
Form D file number: 021-409794

Form ADV 2104975 · May 12, 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.

Services & filing details

Most recent filing: May 12, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1722 ROUTH STREET, SUITE 800
DALLAS, TX, 75201, United States

CRD 319105

Filing source

Form ADV 2104975 · May 12, 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.