Webs Creek Capital Management LP

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$114M
Accounts
11
Employees
9
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
301259
Registered since
April 8, 2022
Custodians
MORGAN STANLEY & CO. LLC, GOLDMAN SACHS & CO. LLC, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.11%
  • Pension & Profit Sharing Plans10.45%
  • Corporations / Businesses5.02%
  • Charitable Organizations3.41%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Webs Creek Capital Management LP is a limited partnership that operates as a combined hedge fund and private equity manager. The firm is SEC registered (registered in 2022) and focuses on managing pooled investment vehicles for institutional clients and for businesses or institutions. It charges a mix of percentage-of-AUM and performance-based fees and serves primarily institutional investors. The firm is a sponsor/manager of pooled vehicles (acting as GP or managing member) rather than a pure capital allocator, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 64%, Cash & Cash Equivalents 36%64%
  • Exchange Traded Equities64%
  • Cash & Cash Equivalents36%

Owners & executives

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Contacts

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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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1333 Oak Lawn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth