MILTON STREET CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
304265
Registered since
May 23, 2019

Firm profile

FINTRX

Overview

Milton Street Capital LLC is a privately held investment manager organized as a limited liability company and SEC-registered in 2019. The firm does not report traditional advisory clients; instead, its activity centers on sponsoring and operating pooled investment vehicles. Milton Street Capital serves in sponsor, general partner and managing-member roles, which signals an active, hands-on approach to acquiring, managing and exiting private holdings. The firm is not identified as a capital allocator, is not an active ESG investor, and does not classify itself as a multi-state adviser. Milton Street Capital’s allocation focus is clearly private markets—its reported activity is concentrated in private equity funds. That structure suggests the firm favors control or significant minority equity positions executed through fund vehicles where it provides governance and operational oversight as the GP or managing member.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ROBERT HOGAN

    Managing PartnerCRD 7359665

  • KEVIN CROOK

    PartnerCRD 5565455

  • FRANCIS CARR

    Managing PartnerCRD 2769227

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
3131 Eastside St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth