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WEBS CREEK CAPITAL MANAGEMENT LP
3131 Turtle Creek Blvd.
Suite 880
Dallas, Texas 75219
Tel: 972-850-0081
About WEBS CREEK CAPITAL MANAGEMENT LP
WEBS CREEK CAPITAL MANAGEMENT LP, formally registered with the SEC as WEBS CREEK CAPITAL MANAGEMENT LP. The firm was established in 04/08/2022. They have over 1 offices throughout the country.
WEBS CREEK CAPITAL MANAGEMENT LP is a Dallas, Texas based Financial Planning firm with nearly $642,608,280 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301259 |
| SEC# | 801-123681 |
| Assets Managed by Firm | $642,608,280 |
| No. of Clients | 8 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $642,608,280 |
| Pension and profit sharing plans | Fewer than 5 clients | $58,717,392 |
| Charitable organizations | Fewer than 5 clients | $12,654,058 |
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