Form D · Investing

Civitas Phoenix Fund, LP

Dallas, TX · CIK 0001545753

Offering snapshot reported Dec 30, 2014 · SEC filing

Reported sold
$1.61M
Offering amount: $1.61M
Investors reported
3
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Mar 30, 2011
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
Dec 30, 2014Initial$1,610,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-231098

Source: Form D, filed Dec 30, 2014. 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 PHOENIX FUND, LP

Investment adviser: CIVITAS CAPITAL MANAGEMENT, LLC

Gross asset value
$5.52M
Beneficial owners
17
ADV minimum commitment
$500K

Reported in Form ADV on Mar 30, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP DALLAS, Texas, United States
Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No
Marketer A. GERMAN MOSCOW, Russia Related to adviser: No
Marketer COASTAL WEALTH MANAGEMENT, LP HOUSTON, Texas, United States Related to adviser: No
Marketer M. RAMIREZ RIO VERDE SAN LUIS POTOSI, Mexico Related to adviser: No
Marketer S. ALCAZAR COL. DEL VALLE, DISTRITO FEDERAL, Mexico Related to adviser: No
Marketer W. CHU ZHEJIANG, China Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

COASTAL WEALTH MANAGEMENT, LP
CRD 131939

Filing source

Form ADV 999468 · Mar 30, 2016 · Schedule D 7.B.(1), fund 805-2252339236

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 Partners, Llc Executive
N/A Civitas Phoenix Fund Gp, Lp Promoter
Daniel J. Healy Executive

Issuer details

Industry: Investing (See others in industry)

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