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WEBS CREEK CAPITAL MANAGEMENT LP

DALLAS, TX · CRD 301259 · IAPD ↗ · webscreekcapital.com · 972-546-2504

$1.25BRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2025 — WEBS CREEK CAPITAL MANAGEMENT LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — WEBS CREEK CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($642.6M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — WEBS CREEK CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($307.4M -> $642.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — WEBS CREEK CAPITAL MANAGEMENT LP grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.