Form D · Investing

Civitas Phoenix Fund, LP (Series A)

Dallas, TX · CIK 0001661753

Offering snapshot reported Dec 28, 2015 · SEC filing

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Latest filing versus its linked predecessor, where available.

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 28, 2015	Initial	$1,500,000	No comparison	3	SEC filing

Source: Form D, filed Dec 28, 2015. Minimum accepted may differ from a standard advertised minimum.

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

Reported in Form ADV on Nov 4, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

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

Provider details

Filing source

Form ADV 1686359 · Nov 4, 2022 · Schedule D 7.B.(1), fund 805-4477869318

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

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

Address:

1601 Bryan Street Suite M 200
Dallas, TX, 75201