The Capstreet Group, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 5
- Avg AUM / client
- $232M
- Accounts
- 5
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $1.2B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $989M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Capstreet V, L.P. | Private Equity Fund | Delaware | $633M | 71 |
| Capstreet Iv, L.P. | Private Equity Fund | Delaware | $314M | 69 |
| Capstreet Iii, L.P. | Private Equity Fund | Delaware | $41.6M | 70 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly, George, Bernard | Managing Partner | Jan 1997 (30y) | ≈ 18.75% – 50% via Capstreet Management, L.P. | |
| Kallmeyer, Michael, Neil | Limited Partner | Mar 2013 (13y) | ≈ 18.75% – 50% via Capstreet Management, L.P. | |
| Capo, Mary, Anne | Chief Financial Officer, Chief Compliance Officer | Oct 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capstreet Management, L.P. | Sole Member | Aug 2019 | A | 75% or more |
| Capstreet Management Holdco, Llc | General Partner | Aug 2019 | B | GP / trustee / elected manager of Capstreet Management, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kelly, George, Bernard: 25% – 50% of Capstreet Management, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Kallmeyer, Michael, Neil: 25% – 50% of Capstreet Management, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $989M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Capstreet V, L.P. | Private Equity Fund | $633M | $1.0M | 71 |
| Capstreet Iv, L.P. | Private Equity Fund | $314M | $1.0M | 69 |
| Capstreet Iii, L.P. | Private Equity Fund | $41.6M | $1.0M | 70 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 2.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗