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Citation
Citation is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 326828, SEC file 801-132086), with its main office in...
Overview
Citation is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 326828, SEC file 801-132086), with its main office in Dallas, Texas. Its Form ADV filed on 30 March 2026 reports $1.4B in regulatory assets under management across 10 accounts. The firm reports that it advises one or more private funds.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$1.4B regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
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