Form D · Other Investment Fund

Civitas Medical Income Partners, LP

Dallas, TX · CIK 0001963022

Offering snapshot reported Jan 18, 2024 · SEC filing

Reported sold: $3.7M
Investors reported: 5
Minimum accepted: $500K
First sale: Jan 26, 2023

Fundraising history

Reported sold

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$1,000,000 → $3,695,000
Reported investors1 → 5

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 18, 2024	Amendment	$3,695,000	$2,695,000vs Jan 31, 2023	5	SEC filing
Jan 31, 2023	Initial	$1,000,000	No comparison	1	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-472291

Source: Form D, filed Jan 18, 2024. 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 MEDICAL INCOME PARTNERS, LP

Investment adviser: CIVITAS CAPITAL MANAGEMENT, LLC

Gross asset value: $0
Beneficial owners: 0
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 805-1332754085

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
Name	Reported role
N/A Ccm Ii General Partner, Llc	Executive
N/A Civitas Alternative Investments Ii, Llc	Promoter
N/A Civitas Medical Income Partners Gp, Lp	Promoter
Daniel J Healy	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1722 Routh Street, Suite 800
Dallas, TX, 75201