Form D · Investing

Civitas McKinney Mezzanine Fund, LP

Dallas, TX · CIK 0001651861

Offering snapshot reported Aug 27, 2015 · SEC filing

Reported sold
$500K
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Aug 10, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 27, 2015Initial$500,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-246587

Source: Form D, filed Aug 27, 2015. 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

CIVITAS MCKINNEY MEZZANINE FUND, LP

Investment adviser: CIVITAS CAPITAL MANAGEMENT, LLC

Gross asset value
$42.5K
Beneficial owners
1
ADV minimum commitment
$500K

Reported in Form ADV on May 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2104975 · May 12, 2026 · Schedule D 7.B.(1), fund 805-6736429055

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
N/A Civitas Capital Management, Llc Promoter
N/A Civitas Mc Kinney Mezzanine Fund Gp, Lp Executive, Promoter
N/A Civitas Partners, Llc Executive
Daniel J. Healy Executive

Issuer details

Industry: Investing (See others in industry)

Address:
1601 Bryan Street Suite M 200
Dallas, TX, 75201