Citation

Citation is a private equity manager in Dallas, TX. It is registered with the SEC as an investment adviser with $1.4B in regulatory assets and 14 staff. It has 3 funds on file, the latest reported in February 2026.

Funds on file
3
Raised, all funds
$778.5M
Regulatory assets
$1.4B
Staff
14
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Feb 2026 Wings Fund LP Private equity $0 Not given
Jul 2025 CITATION FUND I-A LP Private equity $389.2M Not given
Jul 2025 CITATION FUND I LP Private equity $389.2M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.4B
Employees14
Clients10 private funds.
Control personsDaniel, James Baginski, Tiffany, Kathleen Hagge, Lydie, Bennett Hudson.