Form D · Pooled Investment Fund

Civitas Tradition Fund II, LP (Series B)

Dallas, TX · CIK 0001878078

Offering snapshot reported Aug 12, 2021 · SEC filing

Reported sold
$2.5M
Offering amount: $7M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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 12, 2021Initial$2,500,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-409794

Source: Form D, filed Aug 12, 2021. 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 TRADITION FUND II, LP (SERIES B)

Investment adviser: CIVITAS CAPITAL MANAGEMENT, LLC

Gross asset value
$6.71M
Beneficial owners
14
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 805-7179704408

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 Alternative Investments Ii, Llc Promoter
N/A Civitas Partners, Llc Executive
N/A Civitas Tradition Fund Ii 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