Form D · Investing

Civitas Tradition Fund, LP

Dallas, TX · CIK 0001619455

Offering snapshot reported Dec 30, 2014 · SEC filing

Reported sold
$2.74M
Offering amount: $2.74M
Investors reported
5
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
May 23, 2013
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$2,737,065No comparison5SEC 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
021-231107

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 TRADITION FUND, LP

Investment adviser: CIVITAS CAPITAL MANAGEMENT, LLC

Gross asset value
$29.1M
Beneficial owners
53
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 AUCANLINK JINAN CITY SHANDONG PROVINCE, China Related to adviser: No
Marketer COASTAL WEALTH MANAGEMENT, LP HOUSTON, Texas, United States Related to adviser: No
Marketer METROPOLITAN IMMIGRATION CONSULTING CO., LTD. TAIPEI, Taiwan, Republic of China Related to adviser: No
Marketer NEW HORIZONS BEIJING, China Related to adviser: No
Marketer PRIMARY CAPITAL, LLC NEW YORK, New York, United States 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

PRIMARY CAPITAL, LLC
CRD 127921 · SEC 8-66069

Filing source

Form ADV 999468 · Mar 30, 2016 · Schedule D 7.B.(1), fund 805-3362089476

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 Tradition Fund Gp, Lp Executive, Promoter
Daniel J. Healy Executive

Issuer details

Industry: Investing (See others in industry)

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