WEBS CREEK CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2022
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 multifaceted fund manager, combining hedge fund and private equity activity. Registered with the SEC in 2022, the firm serves an institutional client base and performs portfolio management for pooled investment vehicles as well as for businesses and institutions. Its economics include both a percentage-of-AUM component and performance-based fees. Webs Creek is not flagged as an active ESG investor and it does not present as a multi-state adviser. The firm acts as both sponsor and general partner/managing member for pooled vehicles and sponsors limited partnerships, indicating it runs its own private funds in addition to allocating to external managers. It is structured to engage across liquid equities and illiquid alternative strategies rather than acting purely as a capital allocator.

Assets & Accounts

Public Holdings

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

Asset composition

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

Owners & executives

2 of 2
  • MATTHEW MCKAMY

    Partner, CFOCRD 6302399

  • ELIZABETH PARSONS

    Chief Compliance OfficerCRD 4416754

Contacts

2 of 2
  • MICHAEL THOMAS

    Founding PartnerCRD 5416002

  • ANDREW CLARAGE

    Limited PartnerCRD 6063596

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
3131 Turtle Creek Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth