CITATION
SEC RegisteredWe exclusively partner with family- and founder-owned businesses to propel their legacies via long-term growth and excellent returns, guided by our values-driven approach and collaborative culture.
About the firm
Citation Capital exclusively partners with family- and founder-owned businesses to propel their legacies via long-term growth and excellent returns, guided by a values-driven approach and collaborative culture. The firm was founded by Tiffany K. Hagge, who previously originated and led transactions totaling over ~$25bn in enterprise value across platforms including BDT Capital, Goldman Sachs Merchant Bank, and the Canada Pension Plan Investment Board.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Long-term growth investing and private markets investing, including control buyout investments, structured equity, public equity, and debt investing, with a focus on propelling the legacies of family- and founder-owned businesses.
Who they serve
Family- and founder-owned businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 10 | $1.4B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CITATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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