CITATION

CITATION CAPITAL MANAGEMENT, LLC

CRD 326828 · SEC 801-132086

PARKLAND HALL, OLD PARKLAND, 3889 MAPLE AVE, SUITE 225, DALLAS, TX, 75219, United States

Phone

469-607-0253

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.36B

Discretionary AUM

$1.36B

Team

14 total employees; 12 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; PORTFOLIO COMPANY FEES, DIRECTORS' FEES, CONSULTING FEES, ETC.

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (pooled vehicles)PORTFOLIO COMPANY MANAGEMENT SERVICES

Type	Clients	AUM
Pooled investment vehicles	10	$1.36B

TX, CT

Official SEC filing: View on IAPD