THE CAPSTREET GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$232M
Accounts
5
Employees
24
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
159690
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Capstreet Group, LLC is a U.S.-domiciled limited liability company that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm registered with the SEC in 2012 and describes its advisory activity primarily as portfolio management for pooled investment vehicles. Its owner structure is a combination of domestic entities and individuals. Fee arrangements include asset-based fees alongside performance fees and other fee components. The firm identifies as an active ESG investor and fulfills sponsor/GP and CPO/CTA roles for the pooled vehicles it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MARY CAPO

    Chief Financial Officer & Chief Compliance OfficerCRD 7059791

Contacts

1 of 1
  • MICHAEL KALLMEYER

    Managing PartnerCRD 1968196

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
1001 Louisiana St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth