# Civitas Financial LLC

Civitas Financial LLC is a Multi Family Office based in Indianapolis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** civitasfinancial.com

## Regulatory record

- **CRD number:** 338379
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338379

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Private Equity
- Fixed Income

## People

- Mark C. Dalton — President
- James L. Apt — Chief Investment Officer

## 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)

## Related profiles

- [Thrivent Private Investments](https://altss.com/profile/thrivent-private-investments)
- [NEO Asset Management Private Limited - IFSC Branch](https://altss.com/profile/neo-asset-management-private-limited-ifsc-branch)

---

Last updated: 2026-07-06T01:24:14.126Z

Canonical page: https://altss.com/profile/civitas-financial-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology