SourcingSourcing

THE CAPSTREET GROUP, LLC

C33
CRD 159690·SEC 801-73420·HOUSTON, TX
AUM
$1.16B
$1B+
Est. Revenue
$11.6M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE CAPSTREET GROUP, LLC
CRD
159690
SEC file #
801-73420
EIN
383893255
DBA names
—

Economics

AUM
$1.16B
AUM band
$1B+
AUM trajectory
'20'26
$1.04B → $1.16B▲ +12%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
24
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
13 advisors → 24 advisors▲ +85%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/21/2026
ADV-W filed at
—
Website
linkedin.com/company/thecapstreetgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAPSTREET MANAGEMENT, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CAPSTREET MANAGEMENT, L.P.
CAPO, MARY, ANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:capstreet.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001566533
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2013-01-11
Edgar Last Filing Date
2013-01-11
Edgar Form D Count
1
Edgar Form D Offerings
2013-01-112013-01-11 · 0001566533-13-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Jpmorgan4
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
C/O THE CAPSTREET GROUP, LLC600 TRAVIS STREET, SUITE 6110HOUSTON, TX 77002
Business
C/O THE CAPSTREET GROUP, LLC600 TRAVIS STREET, SUITE 6110HOUSTON, TX 77002
Edgar EIN
383893255
Edgar Recent Filings
D2013-01-11 · 0001566533-13-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
293055
Trust Company Affiliate
Yes

People (3)

3
CAPSTREET MANAGEMENT, L.P.
Direct Owner · 87.5%
293055
CAPO, MARY, ANNE
Executive Officer · 2.5%
7059791
KALLMEYER, MICHAEL, NEIL
Executive Officer · 2.5%
1968196