Investment Adviser

Citation - Investment Advisers

Legal name: Citation Capital Management, LLC

Investment Adviser headquartered in Dallas, Texas · Invest

About Citation

Citation Capital Management, LLC is an investment adviser headquartered in Dallas, Texas. The firm operates as a private equity business focused on mid cap control buyouts in North America, and it works with family-owned and founder-owned businesses. Regulatory assets under management stand at $1.36 billion, and the firm has 14 employees. Related listings appear in the Directory of US investment advisers and the investment advisers in Texas index. Citation was founded by Tiffany Hagge, who serves as Founder and Managing Partner and chairs the Investment Committee. Lydie Hudson co-founded the firm and serves as its President, overseeing day-to-day operations. Hagge's earlier roles include positions at BDT Capital, Goldman Sachs Merchant Bank and the Canada Pension Plan Investment Board, and Hudson previously served on the Executive Board of Credit Suisse. The firm is described as female-founded. Partners Spencer Almy and Santiago Castelazo also sit on the Investment Committee alongside Hudson. Their earlier experience includes control buyout and structured equity investing at firms such as BDT Capital and Goldman Sachs Merchant Bank. --- Note: Only two link slots were provided, so the text includes two links rather than the requested three to five. I did not add URLs that were not in the list.

Key Facts

Assets Under Management
$1.36B
Employees
14
SEC File Number
801-132086

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