Form D · Investing

Civitas TCR Mezzanine Fund I, LP

Dallas, TX · CIK 0001618983

Offering snapshot reported Apr 6, 2015 · SEC filing

Reported sold
$6.5M
Offering amount: $6.5M
Investors reported
14
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Oct 14, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.25M$6.5MDec 30, 2014: $3,781,000.00Dec 30, 2014Apr 6, 2015: $6,500,000.00Apr 6, 2015

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$3,781,000 → $6,500,000
  • Reported investors7 → 14

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 6, 2015Amendment$6,500,000$2,719,000vs Dec 30, 201414SEC filing
Dec 30, 2014Initial$3,781,000No comparison7SEC 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
021-231126

Source: Form D, filed Apr 6, 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 TCR MEZZANINE FUND I, LP

Investment adviser: CIVITAS CAPITAL MANAGEMENT, LLC

Gross asset value
$525K
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, LLP 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, LLP
PCAOB 243

Filing source

Form ADV 2104975 · May 12, 2026 · Schedule D 7.B.(1), fund 805-1694952802

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 Tcr Mezzanine Fund I Gp, Lp Executive, Promoter
Daniel J. Healy Executive

Issuer details

Industry: Investing (See others in industry)

Address:
1601 Bryan Street Suite M 2000
Dallas, TX, 75201