# Citation

Citation is a SEC-Registered Investment Adviser based in Dallas, United States.

## Overview

- **Organization type:** SEC-Registered Investment Adviser
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Assets under management:** $1.4B regulatory AUM (Form ADV, March 2026)
- **Website:** citation.capital

## Regulatory record

- **CRD number:** 326828
- **SEC file number:** 801-132086
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30
- **Reports private funds:** Yes

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

Canonical page: https://altss.com/profile/citation

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