Stafford Capital Partners Limited

RIASEC RegisteredEst. 2013
Total AUM
$6.7B
Discretionary
$6.5B
96% of AUM
Avg account
$211M
Accounts
32
Employees
43
Advisory reps
6

Firm details

Headquarters
London,
CRD number
168133
Registered since
December 12, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.35%
  • Other Investment Advisers3.65%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stafford Capital Partners Limited is organized as a real-estate-focused investment firm that primarily serves institutional clients. It is classified as a real estate fund manager and acts in sponsor/GP and managing-member roles for pooled vehicles. The firm provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Fee arrangements combine a percentage-of-assets model with performance-based fees. Stafford is a foreign-owned entity with individual ownership elements and has been SEC-registered since 2013. The firm does not position itself as an ESG- or pension-focused adviser and is not designated as a multi-state or newly formed adviser.

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 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • David Lindsay

    David Lindsay

    Chief Investment OfficerCRD 7816932

  • Victoria Sherliker

    Victoria Sherliker

    Chief Compliance OfficerCRD 7816931

  • Angus Whiteley

    Angus Whiteley

    Chief Executive OfficerCRD 6749057

Contacts

3 of 3
  • James Marsh

    James Marsh

    General CounselCRD 8062071

  • Eric Rama

    Eric Rama

    Vice PresidentCRD 7182085

  • Jay Peay

    Jay Peay

    AssociateCRD 7454097

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
17 Slingsby Pl 2nd Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth