RIA Intelligence

CIVITAS CAPITAL MANAGEMENT, LLC

CRD #167469 SEC #801-107635 DALLAS, TX 214.572.2300
SEC Registered Private Funds
Total AUM
--
Discretionary
--
Employees
36
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHEATHAM ROBERTS, LAURIE, PATRIECEICHIEF COMPLIANCE OFFICERNA Control
PEREL, DAVID, EVANICHIEF OPERATING OFFICERNA Control
HEALY, DANIEL, JOSEPHICHIEF EXECUTIVE OFFICERC Control
RYAN TEXAS HOLDINGS, LLCDEMEMBERC Control
ANCHIA, RAFAEL, MICHAELIMEMBERA Control
BEE CAVE CAPITAL, LLCDEMEMBERA
VAUGHAN, PATRICK, RYANIMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
RYAN, GEORGE, BRINTIRYAN TEXAS HOLDINGS LLCE Control
LAWSON, BRETTIBEE CAVE CAPITAL, LLCD Control
WILKIN, KURTIBEE CAVE CAPITAL, LLCD Control

Registrations

Federal

IA
Mar 30, 2016 REGISTERED

Notice Filings (1)

TX

Address

1601 BRYAN STREET
SUITE M-200
DALLAS, TX 75201
United States
Phone: 214.572.2300