SourcingSourcing

CITATION CAPITAL MANAGEMENT, LLC

C27
CRD 326828·SEC 801-132086·DALLAS, TX
AUM
$1.36B
$1B+
Est. Revenue
$13.6M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CITATION CAPITAL MANAGEMENT, LLC
CRD
326828
SEC file #
801-132086
EIN
—
DBA names
Citation

Economics

AUM
$1.36B
AUM band
$1B+
AUM trajectory
'25'26
$595.9M → $1.36B▲ +128%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
14
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
12 advisors → 12 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
citation.capital

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CITATION MANAGEMENT HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CITATION MANAGEMENT HOLDINGS LP
BAGINSKI, DANIEL, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
citation.capital
Rdap Domain Creation Date
2022-06-14T22:11:34.75Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-14T22:11:34.75Z
Rdap Domain Last Changed
2025-07-29T22:11:36.305Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
BAGINSKI, DANIEL, JAMES
Executive Officer · 2.5%
6252659
TIFFANY KATHLEEN HAGGE
Executive Officer · 2.5%
5844319
LYDIE BENNETT HUDSON
Executive Officer · 2.5%
4428174