Form D · Private Equity Fund

CITATION FUND I-A LP

Dallas, TX · CIK 0001983367

Offering snapshot reported Jul 17, 2025 · SEC filing

Reported sold
$389M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 1, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$195M$389MJul 12, 2023Jul 12, 2024: $240,750,000.00Jul 12, 2024Jul 17, 2025: $389,250,000.00Jul 17, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$240,750,000 → $389,250,000
  • Reported investors9 → 11

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 17, 2025Amendment$389,250,000$148,500,000vs Jul 12, 202411SEC filing
Jul 12, 2024Amendment$240,750,000No comparison9SEC filing
Jul 12, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$1.26M
Finders' fees
$0
Form D file number
021-486666
Total amount sold represents the aggregate amount sold across parallel vehicles.
Total amount of sales commissions represents the aggregate amount of expenditures across parallel vehicles.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CONNAUGHT (U.S.) LLC300401

Source: Form D, filed Jul 17, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CITATION FUND I-A LP

Investment adviser: CITATION CAPITAL MANAGEMENT, LLC

Gross asset value
$404M
Beneficial owners
20
ADV minimum commitment
$10M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP DALLAS, Texas, United States
Custodian COMERICA BANK BOSTON, Massachusetts, United States Related to adviser: No
Marketer CONNAUGHT (U.S.) LLC LONDON, United Kingdom Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 42

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

CONNAUGHT (U.S.) LLC
CRD 300401 · SEC 8-70323

Filing source

Form ADV 2080741 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-1130906429

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Tiffany K. Hagge Executive, Promoter
Lydie Hudson Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3889 Maple Avenue, Suite 225
Dallas, TX, 75219