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| The Capstreet Group LLC
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|---|---|
| CRD # | 159690 |
| SEC # | 801-73420 |
| CIK # | 0001388847 |
| AUM | 1,161.6 M (2026-04-21) |
| Employees | 24 (100% Investors, 0% Brokers) |
| Phone | 713-332-2700 |
| Address | 1001 Louisiana Houston, TX 77002-5089 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Capstreet VI Co-Invest SMA I LP | [2026-03-23] | 25.1 M | |
| Filed 2026-01-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Capstreet VI Executive Fund LP | 2026-03-23 | 7.1 M | |
| PE | Capstreet VI LP | [2026-03-23] | 188.0 M | |
| Filed 2026-01-28 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Capstreet V LP | [2019-09-23] | 408.1 M | 778.2 M |
| Offered $499,000,000 · Filed 2019-07-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $90,850,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Capstreet IV LP | [2014-03-15] | 325.0 M | 163.3 M |
| Filed 2014-04-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Capstreet Co-Investment II-A LP | 2012-02-13 | 0.1 M | |
| PE | Capstreet III LP | [2012-02-13] | 214.9 M | 41.6 M |
| Filed 2017-09-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Commission $970,000 · Revenue Decline to Disclose | ||||
| PE | Capstreet II LP | 2012-02-13 | 11.7 M | |
| PE | Capstreet Parallel II LP | 2012-02-13 | 2.1 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1,161.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 1,161.6 |
| By Discretionary | ||
| Discretionary | 5 | 1,161.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1,161.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,161.6 | |
| Total | 5 | 1,161.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| George Kelly | Executive Officer | 11 | 2 | |
| Adrian Guerra-Cardus | Executive Officer | 8 | 2 | |
| Katherine Kohlmeyer | Executive Officer | 5 | 2 | |
| M Kallmeyer | Executive Officer | 4 | 2 | |
| Paul de Lisi Jr | Executive Officer | 4 | 2 | |
| Capstreet GP VI LP | Executive Officer | 2 | 1 | |
| Capstreet GP HoldCo LLC | Executive Officer | 2 | 1 | |
| Mary Anne Capo | Executive Officer | 2 | 1 | |
| Mary Capo | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Private Equity |
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