THE CAPSTREET GROUP, LLC
CRD #159690 SEC #801-73420 HOUSTON, TX 713-332-2700
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
23
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.1B | $1.1B | $0 | 23 | 0 |
| Mar 2025 | $1B | $1B | $0 | 23 | 0 |
| May 2024 | $988.7M | $988.7M | $0 | 27 | 0 |
| Mar 2024 | $988.7M | $988.7M | $0 | 27 | 0 |
| May 2023 | $861.9M | $861.9M | $0 | 24 | 0 |
| Mar 2023 | $861.9M | $861.9M | $0 | 24 | 0 |
| May 2022 | $1.1B | $1.1B | $0 | 25 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 25 | 0 |
| May 2021 | $923.9M | $923.9M | $0 | 21 | 0 |
| Mar 2021 | $923.9M | $923.9M | $0 | 21 | 0 |
| May 2020 | $986.9M | $986.9M | $0 | 21 | 0 |
| Mar 2020 | $986.9M | $986.9M | $0 | 21 | 0 |
| Sep 2019 | $1B | $1B | $0 | 21 | 0 |
| Mar 2019 | $542.7M | $542.7M | $0 | 21 | 0 |
| Jan 2019 | $568.1M | $568.1M | $0 | 18 | 0 |
| Mar 2018 | $568.1M | $568.1M | $0 | 18 | 0 |
| Aug 2017 | $527.1M | $527.1M | $0 | 17 | 1 |
| Mar 2017 | $527.1M | $527.1M | $0 | 17 | 1 |
| Jul 2016 | $524.4M | $524.4M | $0 | 18 | 1 |
| Mar 2016 | $524.4M | $524.4M | $0 | 18 | 1 |
| Apr 2015 | $531.8M | $531.8M | $0 | 18 | 1 |
| Mar 2015 | $531.8M | $531.8M | $0 | 18 | 1 |
| May 2014 | $482.4M | $482.4M | $0 | 16 | 1 |
| Mar 2014 | $482.4M | $482.4M | $0 | 16 | 1 |
| Mar 2013 | $208.7M | $208.7M | $0 | 14 | 1 |
| Feb 2012 | $227.6M | $227.6M | $0 | -- | 1 |
DateMay 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees23
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees23
Clients0
DateMay 2024
Total AUM$988.7M
Discretionary$988.7M
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$988.7M
Discretionary$988.7M
Non-Disc.$0
Employees27
Clients0
DateMay 2023
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees24
Clients0
DateMar 2023
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees24
Clients0
DateMay 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients0
DateMay 2021
Total AUM$923.9M
Discretionary$923.9M
Non-Disc.$0
Employees21
Clients0
DateMar 2021
Total AUM$923.9M
Discretionary$923.9M
Non-Disc.$0
Employees21
Clients0
DateMay 2020
Total AUM$986.9M
Discretionary$986.9M
Non-Disc.$0
Employees21
Clients0
DateMar 2020
Total AUM$986.9M
Discretionary$986.9M
Non-Disc.$0
Employees21
Clients0
DateSep 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees21
Clients0
DateMar 2019
Total AUM$542.7M
Discretionary$542.7M
Non-Disc.$0
Employees21
Clients0
DateJan 2019
Total AUM$568.1M
Discretionary$568.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$568.1M
Discretionary$568.1M
Non-Disc.$0
Employees18
Clients0
DateAug 2017
Total AUM$527.1M
Discretionary$527.1M
Non-Disc.$0
Employees17
Clients1
DateMar 2017
Total AUM$527.1M
Discretionary$527.1M
Non-Disc.$0
Employees17
Clients1
DateJul 2016
Total AUM$524.4M
Discretionary$524.4M
Non-Disc.$0
Employees18
Clients1
DateMar 2016
Total AUM$524.4M
Discretionary$524.4M
Non-Disc.$0
Employees18
Clients1
DateApr 2015
Total AUM$531.8M
Discretionary$531.8M
Non-Disc.$0
Employees18
Clients1
DateMar 2015
Total AUM$531.8M
Discretionary$531.8M
Non-Disc.$0
Employees18
Clients1
DateMay 2014
Total AUM$482.4M
Discretionary$482.4M
Non-Disc.$0
Employees16
Clients1
DateMar 2014
Total AUM$482.4M
Discretionary$482.4M
Non-Disc.$0
Employees16
Clients1
DateMar 2013
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees14
Clients1
DateFeb 2012
Total AUM$227.6M
Discretionary$227.6M
Non-Disc.$0
Employees--
Clients1