Webs Creek Capital Management Lp
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Overview
Webs Creek Capital Management Lp operates as a financial advisor firm located in Dallas, Texas. It handles $282.8 million in total assets across one account, placing it in the mid-tier of firms in the United States by assets under management (AUM). It has a small team, including 3 financial advisors. Webs Creek Capital Management Lp does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments such as options, stocks and bonds.
Webs Creek Capital Management Lp manages all of its accounts on a discretionary basis. Discretionary management means that buy and sell choices are made by an investment advisor without needing client authorization. The investment advisory firm's typical account size is $282.8 million. An average advisor at Webs Creek Capital Management Lp administers fewer than one client account, making it one of the most individualized firms in the country.
The company's central office is located at 3131 Turtle Creek Blvd., Dallas, Texas 75219. Webs Creek Capital Management Lp is allowed to serve investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Webs Creek Capital Management Lp by the Numbers
$282.8 million
4
1
$282.8 million
Fee Structure
Financial management fees largely vary depending on which services are provided. However, fee types charged by the firm most likely include some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Webs Creek Capital Management Lp's largest client type is pooled investment vehicles. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Webs Creek Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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