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THE CAPSTREET GROUP, LLC
CRD 159690 · SEC 801-73420
1001 LOUISIANA, SUITE 3200, HOUSTON, TX, 77002-5089, United States
Phone
713-332-2700
Fax
713-332-2701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$1.16B
Team
24 total employees; 24 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; SEE SCHEDULE D - MISCELLANEOUS
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Portfolio management (pooled vehicles)PORTFOLIO COMPANY MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $1.16B |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD