Civitas Capital Management, Llc
- Regulatory AUM
- $579M
- Discretionary
- $579M
- Clients
- 83
- Avg AUM / client
- $7.0M
- Accounts
- 83
- Employees
- 47
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | Fewer than 5 clients | — | — |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pooled investment vehicles (non-investment companies) | 83 | $579M | 100.0% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
Private funds (61)
View all →Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $207M combined gross assets
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan, George, Brint | Member, Governance Committee | Apr 2008 (18y) | ≈ 12.5% – 37.5% via Ryan Holdings Texas, Llc | |
| Anchia, Rafael, Michael | Managing Director | Feb 2010 (17y) | 5% – 10% | |
| Healy, Daniel, Joseph | Chief Executive Officer | Feb 2010 (17y) | Less than 5% | |
| Kern, Jonathan, Sterry | Chief Investment Officer | Nov 2018 (8y) | Less than 5% | |
| Ryan, Amanda, Sutton | Manager | Aug 2019 (7y) | ≈ 12.5% – 37.5% via Ryan Holdings Texas, Llc | |
| Healy, Elizabeth, Ann | Trustee | Sep 2021 (5y) | GP / trustee / elected manager of 2021 Trust Fbo Elizabeth A. Healy, Dated September 23, 2021 (indirect) | |
| Leveno, Mark, Christopher | Trustee | Sep 2021 (5y) | GP / trustee / elected manager of 2021 Trust Fbo Elizabeth A. Healy, Dated September 23, 2021 (indirect) | |
| Dunne, William, John | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% | |
| Jones, Heather, Celeste | Chief Operating Officer | Jul 2022 (4y) | Less than 5% | |
| Monteiro, Ryan, Joseph | Chief Financial Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ryan Holdings Texas, Llc | Member | Feb 2010 | A | 25% – 50% |
| Daniel J. Healy 2021 Irrevocable Trust Dated August 23, 2021 | Member | Dec 2021 | A | 10% – 25% |
| 2021 Trust Fbo Elizabeth A. Healy, Dated September 23, 2021 | Member | Dec 2021 | A | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ryan, George, Brint: 50% – 75% of Ryan Holdings Texas, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Ryan, Amanda, Sutton: 50% – 75% of Ryan Holdings Texas, Llc × 25% – 50% direct ≈ 12.5% – 37.5% 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 (61, $207M gross assets)
Top 25 of 61 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 14.5 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
- • ADMINISTRATIVE FEE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗