Stafford Capital Partners Inc.

RIASEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$77.6M
Accounts
23
Employees
15
Advisory reps
10

Firm details

Headquarters
Austin, Texas
CRD number
171419
Registered since
June 5, 2014
Custodians
PERPETUAL TRUSTEE COMPANY LIMITED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles78.7%
  • Other20.95%
  • Sovereign Wealth Funds0.36%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stafford Capital Partners Inc. operates as a private equity fund manager that mainly serves institutional investors. The firm is SEC-registered (since 2014) and organized as a corporation with ownership ties described as both foreign entity and individual stakeholders. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions; it also functions in sponsor/GP and managing-member roles for pooled vehicles. The firm charges a mix of percentage-of-assets and performance-based fees. It reports not being an active ESG investor, and it is not registered as a multi-state or newly formed adviser. Client relationships are oriented toward institutions rather than retail households.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 96%, Other 3%96%
  • Private Funds96%
  • Other3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
1717 W 6th St
Time zone
CT (UTC-6)
Office locations

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