DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T•• C•••••••• G••••• L••
Latest filing Apr 21, 2026
First filing on the tape Feb 13, 2012 · 28 filings
SEC status approved since Mar 28, 2012
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$1.2B as of Apr 21, 2026
Mar 22, 2013$209M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 21, 2026
Mar 22, 20130 then
Employees (5.A)24 as of Apr 21, 2026
Mar 22, 201314 then
Private funds5 as of Apr 21, 2026
Mar 22, 20134 then
RAUM +12% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 21, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $232MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••••• V• L••• | Private Equity Fund | $633M | 71 | Sep 23, 2019 |
| C•••••••• I•• L••• | Private Equity Fund | $314M | 69 | Mar 15, 2014 |
| C•••••••• I••• L••• | Private Equity Fund | $41.6M | 70 | Feb 13, 2012 |
| C•••••••• I•• L•••no longer reported | Private Equity Fund | $11.0M | 72 | Feb 13, 2012 |
| C•••••••• P••••••• I•• L•••no longer reported | Private Equity Fund | $2.0M | 39 | Feb 13, 2012 |
| C•••••••• C••••••••• I•••• L•••no longer reported | Private Equity Fund | $123,000 | 2 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••• M•••• A••• · Chief Financial Officer, Chief Compliance Officercontrolsince 10/2018 · owns less than 5%
- K••••••••• M••••••• N••• · Managing Partnercontrolsince 03/2013 · owns less than 5%
- K••••• G•••••• B•••••• · Managing Partnercontrolsince 01/1997 · owns less than 5%
- K••••••••• M••••••• N••• · Limited Partnercontrolsince 08/2019 · owns 25% to 50% of C•••••••• M••••••••• L•••
- K••••••••• M••••••• N••• · Membercontrolsince 08/2019 · owns 25% to 50% of C•••••••• M••••••••• H•••••• L••
- K••••• G•••••• B•••••• · Membercontrolsince 08/2019 · owns 25% to 50% of C•••••••• M••••••••• H•••••• L••
- K••••• G•••••• B•••••• · Limited Partnercontrolsince 10/2008 · owns 25% to 50% of C•••••••• M••••••••• L•••
Entity owners
- C•••••••• M••••••••• L••• · Sole Memberdirect · owns 75% or more
- C•••••••• M••••••••• H•••••• L•• · General Partnerindirect · owns F of C•••••••• M••••••••• L•••
Related persons
Schedule D 7.A
- C•••••••• G• I••• L•••pooled vehicle sponsorn
- C•••••••• G• I•• L•••pooled vehicle sponsorn
- C•••••••• G• V• L•••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Apr 21, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 5.0 (+150.0%) between the annual amendments of 2025-03-19 and 2026-04-21; the peer median change was 0.0% (1022 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 99% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.2B to $1.2BMar 23, 2026 to Apr 21, 2026
- Pooled vehicle RAUM · $1.2B to $1.2BMar 23, 2026 to Apr 21, 2026
- RAUM · $1.2B to $1.2BMar 23, 2026 to Apr 21, 2026
- Accounts · 2 to 5May 28, 2025 to Mar 23, 2026
- Advisory employees · 23 to 24May 28, 2025 to Mar 23, 2026
- Charity clients · 0.0 to unsetMay 28, 2025 to Mar 23, 2026
- Corporate clients · 0.0 to unsetMay 28, 2025 to Mar 23, 2026
- HNW clients · 0.0 to unsetMay 28, 2025 to Mar 23, 2026
- Individual clients · 0.0 to unsetMay 28, 2025 to Mar 23, 2026
- Pension plan clients · 0.0 to unsetMay 28, 2025 to Mar 23, 2026
- Pooled vehicle clients · 2 to 5May 28, 2025 to Mar 23, 2026
- Employees · 23 to 24May 28, 2025 to Mar 23, 2026
- Private funds · 2 to 5May 28, 2025 to Mar 23, 2026
- Discretionary RAUM · $1.1B to $1.2BMay 28, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $1.1B to $1.2BMay 28, 2025 to Mar 23, 2026
- RAUM · $1.1B to $1.2BMay 28, 2025 to Mar 23, 2026
- Financial planning clients · unset to Mar 19, 2025 to May 28, 2025
- Discretionary RAUM · $1.0B to $1.1BMar 19, 2025 to May 28, 2025
- Pooled vehicle RAUM · $1.0B to $1.1BMar 19, 2025 to May 28, 2025
- RAUM · $1.0B to $1.1BMar 19, 2025 to May 28, 2025
- Accounts · 3 to 2May 21, 2024 to Mar 19, 2025
- Advisory employees · 24 to 23May 21, 2024 to Mar 19, 2025
- Pooled vehicle clients · 3 to 2May 21, 2024 to Mar 19, 2025
- Employees · 27 to 23May 21, 2024 to Mar 19, 2025
- Private funds · 3 to 2May 21, 2024 to Mar 19, 2025
- Discretionary RAUM · $989M to $1.0BMay 21, 2024 to Mar 19, 2025
- Pooled vehicle RAUM · $989M to $1.0BMay 21, 2024 to Mar 19, 2025
- RAUM · $989M to $1.0BMay 21, 2024 to Mar 19, 2025
- Employees · 24 to 27May 3, 2023 to Mar 25, 2024
- Discretionary RAUM · $862M to $989MMay 3, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $862M to $989MMay 3, 2023 to Mar 25, 2024
- RAUM · $862M to $989MMay 3, 2023 to Mar 25, 2024
- Advisory employees · 11 to 24May 9, 2022 to Mar 28, 2023
- Employees · 25 to 24May 9, 2022 to Mar 28, 2023
- Discretionary RAUM · $1.1B to $862MMay 9, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $1.1B to $862MMay 9, 2022 to Mar 28, 2023
- RAUM · $1.1B to $862MMay 9, 2022 to Mar 28, 2023
- Employees · 21 to 25May 20, 2021 to Mar 30, 2022
- Discretionary RAUM · $924M to $1.1BMay 20, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $924M to $1.1BMay 20, 2021 to Mar 30, 2022
Signals
4 dated events
- Lois Katherine Kohlmeyer (Chief Operating Officer, Managing Partner) no longer on Schedule A of T•• C•••••••• G••••• L•• (listed 2020-05-07, absent 2021-03-27)Mar 27, 2021 · Control person left · inference
- T•• C•••••••• G••••• L•• reported RAUM $1.0B, up 91% from $542.7M (2019-03-27 to 2019-09-23)Sep 23, 2019 · RAUM change · derived
- Neil Michael Kallmeyer (Limited Partner) appeared on Schedule A of T•• C•••••••• G••••• L••Sep 23, 2019 · Control person joined · fact
- Anne Mary Capo (Chief Financial Officer) appeared on Schedule A of T•• C•••••••• G••••• L••Jan 7, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- T•• C•••••••• G••••• L•• · Independent Sponsorsshared crd · capital_provider
- T•• C•••••••• G••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/thecapstreetgroupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- capstreet.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-332-2700reportedpublic record, Form ADV, Apr 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026