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Civitas Financial LLC
CIVITAS FINANCIAL LLC is a state-registered investment adviser in INDIANAPOLIS, IN. It has 4 employees and 4 investment advisers. The firm is based in...
Overview
CIVITAS FINANCIAL LLC is a state-registered investment adviser in INDIANAPOLIS, IN. It has 4 employees and 4 investment advisers. The firm is based in INDIANAPOLIS, IN.
General information
Firm type
Multi Family Office
Year founded
2000
Location
Region
North America
Country
United States
City
Indianapolis
Corporate office
Nashville, TN, United States
Principals
Mark C. Dalton
President
James L. Apt
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Civitas Financial LLC?
President Mark C. Dalton oversees firm strategy, while Chief Investment Officer James L. Apt leads portfolio construction and manager selection. The two have been the named principals since public disclosure through SEC filings. (per SEC ADV, 2024)
What investment strategies does Civitas use?
The firm allocates across private credit, real estate, hedge funds, private equity, and fixed income. It originates direct loans to middle-market companies and co-invests in funds managed by firms like Apollo Global Management and Blackstone. (public record, industry sources)
Is Civitas a direct investor or does it commit to third-party funds?
Civitas does both. It commits capital to external fund managers — known positions include Apollo private-credit funds and Blackstone real-estate funds — while also running its own direct-lending program. (public record)
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