Stafford Capital Partners Inc.

RIASEC RegisteredEst. 2014

Total AUM

$1.7B

Discretionary

$1.7B

99% of AUM

Avg account

$71.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 171419
Registered since: June 5, 2014
Website: www.staffordcp.com
Custodians: PERPETUAL TRUSTEE COMPANY LIMITED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles77.75%
Other21.73%
Sovereign Wealth Funds0.52%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stafford Capital Partners Inc. is structured as a corporation operating a private equity fund platform and is SEC-registered since 2014. The firm serves institutional clients and runs portfolio management for pooled investment vehicles as well as for businesses or other institutions. Ownership is recorded as a mix of a foreign entity and an individual, and the firm functions as an investment sponsor/GP and managing member for pooled vehicles rather than as a dedicated capital allocator. Its typical fee schedule combines a percentage-of-assets charge with performance-based fees. Stafford is not identified as an active ESG investor and does not operate as a multi-state or newly formed adviser.