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Stream Capital Management, L.P. (Dallas)


Stream Capital Management, L.P. is an adviser based in Dallas. It manages $49.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.

Stream Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stream Capital Management: assets under management

The assets under management (AUM) of Stream Capital Management, L.P. is $49.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 146% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.66 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stream Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael J. Mcvean Limited partner 1 Dec 2008 25% - 50% 5646978
Lee Belland Limited partner 1 Dec 2008 25% - 50% 5646979
Scott Edward Johnson Limited partner/managing member 1 Dec 2008 25% - 50% 4882774
Michael Joseph Mcvean General partner 1 Dec 2008 50% - 75% 5646978
Leon Calvin Belland General partner 1 Dec 2008 50% - 75% 5646979

Based in Dallas

The principal office where Stream Capital Management, L.P. performs its advisory services is located at 2200 Ross Avenue, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-267-0400 or by fax 214-267-0404. The normal business hours are 8:30 - 5:00 on Monday - Friday.


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