MILTON STREET CAPITAL LLC
Adviser information for MILTON STREET CAPITAL LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-116831 |
|---|---|
| SEC ERA File Number | 802-116831 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304265 |
| Legal Entity Identifier | None |
Principal Office
3131 EASTSIDE STREETSUITE 300
HOUSTON
TX
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 713-568-1288, Fax: None
Chief Compliance Officer
KEVIN CROOK
PARTNER
3131 EASTSIDE STREET
SUITE 300
HOUSTON
TX
United States
Tel:
713-568-1289
K*****@******************M
(Full email address available in API data)
Industry Affiliates
| MILTON STREET CAPITAL FUND I GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| MILTON STREET CAPITAL FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MILTON STREET CAPITAL FUND I, LP | Private Equity Fund | $89.9M | $0.0M | 47 |
| MILTON STREET CAPITAL FUND II, LP | Private Equity Fund | $33.8M | $0.3M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CARR, FRANCIS, THOMAS | Individual | – | MANAGING PARTNER | 03/2016 | > 75% |
| HOGAN, ROBERT, FRANCIS | Individual | – | MANAGING PARTNER | 02/2018 | < 5% |
| CROOK, KEVIN, CHAPMAN | Individual | – | CHIEF COMPLIANCE OFFICER & PARTNER | 01/2022 | < 5% |