SourcingSourcing

WEBS CREEK CAPITAL MANAGEMENT LP

C25
CRD 301259·SEC 801-123681·DALLAS, TX
AUM
$1.25B
$1B+
Est. Revenue
$12.5M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEBS CREEK CAPITAL MANAGEMENT LP
CRD
301259
SEC file #
801-123681
EIN
833337041
DBA names
—

Economics

AUM
$1.25B
AUM band
$1B+
AUM trajectory
'23'26
$224.4M → $1.25B▲ +459%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
3 advisors → 6 advisors▲ +100%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
webscreekcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THOMAS, MICHAEL, STEPHEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
THOMAS, MICHAEL, STEPHEN
MCKAMY, MATTHEW, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEBSCREEKCAPITAL.COM
Rdap Domain Creation Date
2018-11-21T19:02:45Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001825309
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2023-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
15
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001825309-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Full
Goldman Sachs10
Morgan Stanley9
E*trade4
Bny Mellon2
Wells Fargo2
Edgar Addresses
Mailing
3131 TURTLE CREEK BLVD.SUITE 880DALLAS, TX 75219
Business
3131 TURTLE CREEK BLVD.SUITE 880DALLAS, TX 75219
Edgar EIN
833337041
Edgar Recent Filings
13F-HR2026-05-15 · 0001825309-26-000005
13F-HR2026-02-17 · 0001825309-26-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-21T19:02:45Z
Rdap Domain Last Changed
2025-12-10T00:30:27Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5416002
Trust Company Affiliate
No

People (4)

4
MICHAEL STEPHEN THOMAS
Direct Owner · 87.5%
5416002
MCKAMY, MATTHEW, ALLEN
Direct Owner · 17.5%
6302399
CLARAGE, ANDREW, ALLAN
Direct Owner · 17.5%
6063596
PARSONS, ELIZABETH, CALLAWAY
Executive Officer · 2.5%
4416754