Citation

Fee-Only (% of Portfolio)

Citation Capital Management is a private equity firm that makes control buyout investments in the consumer & retail, industrials, and services sectors in North America. Citation serves as the investment advisor for private funds. Citation identifies and evaluates investment opportunities, negotiates terms, manages investments, and achieves dispositions. Investments are made predominantly in nonpublic companies.

Assets Under Management$600M
Clients5
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Citation | TrueAdvisor