Citation Capital Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 10
- Avg AUM / client
- $136M
- Accounts
- 10
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $1.4B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $121M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Citation Fund I Lp | Private Equity Fund | Delaware | $71.8M | 35 |
| Citation Ceres Co Invest Lp | Private Equity Fund | Delaware | $38.0M | 27 |
| Citation Fund I A Lp | Private Equity Fund | Delaware | $11.2M | 6 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hagge, Tiffany, Kathleen | Founder, Managing Partner | Mar 2022 (4y) | ≈ 56.25% – 100% via Citation Holdco, Lp | |
| Hudson, Lydie, Bennett | Co Founder, President, Chief Operating Officer | Mar 2022 (4y) | Less than 5% | |
| Baginski, Dan, Patrick | Chief Compliance Officer, Chief Financial Officer | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Citation Holdco, Lp | Sole Member | Mar 2022 | A | 75% or more |
| Citation Ultimate Gp, Llc | General Partner | Mar 2022 | B | GP / trustee / elected manager of Citation Holdco, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hagge, Tiffany, Kathleen: 75% – 100% of Citation Holdco, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $121M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Citation Fund I Lp | Private Equity Fund | $71.8M | $10.0M | 35 |
| Citation Ceres Co Invest Lp | Private Equity Fund | $38.0M | $10.0M | 27 |
| Citation Fund I A Lp | Private Equity Fund | $11.2M | $10.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PORTFOLIO COMPANY FEES, DIRECTORS' FEES, CONSULTING FEES, ETC.
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗