Form D · Other Investment Fund

Civitas Tradition Fund III, LP

Dallas, TX · CIK 0001734074

Offering snapshot reported Nov 3, 2023 · SEC filing

Reported sold
$6M
Offering amount: $13.5M
Investors reported
12
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Oct 27, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 3, 2023Initial$6,000,000No comparison12SEC filing
Nov 3, 2023Initial$6,000,000No comparison12SEC filing
Dec 12, 2019Amendment$17,160,000$1,500,000vs Aug 5, 201929SEC filing
Aug 5, 2019Amendment$15,660,000$3,500,000vs Jun 13, 201926SEC filing
Jun 13, 2019Amendment$12,160,000$3,160,000vs Dec 27, 201819SEC filing
Dec 27, 2018Amendment$9,000,000$2,500,000vs Oct 2, 201813SEC filing
Dec 19, 2018Amendment$7,500,000$1,000,000vs Oct 2, 20189SEC filing
Oct 2, 2018Amendment$6,500,000$1,500,000vs Jul 19, 20188SEC filing
Jul 19, 2018Amendment$5,000,000$4,500,000vs Jun 20, 20185SEC filing
Jun 20, 2018Amendment$500,000No comparison1SEC filing
Mar 26, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
Yes
Sales commissions
$0
Finders' fees
$0
Form D file number
021-496442
This offering reflects sales of interests in Civitas Tradition Fund III, LP (Series B).

Source: Form D, filed Nov 3, 2023. 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 III, LP (SERIES B)

Investment adviser: CIVITAS CAPITAL MANAGEMENT, LLC

Gross asset value
$8.23M
Beneficial owners
19
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 805-6643621629

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 Capital Management, Llc Promoter
N/A Civitas Partners, Llc Executive
N/A Civitas Tradition Fund Iii Gp, Lp Executive
Daniel Healy Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1722 Routh Street Suite 800
Dallas, TX, 75201