STAMOS CAPITAL PARTNERS, L.P.
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 134660
- Registered since
- June 8, 2005
- Website
- www.stamoscapital.com
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Other63.2%
- Pooled Investment Vehicles36.09%
- Charitable Organizations0.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Stamos Capital Partners, L.P. is a limited partnership operating as an independent registered investment adviser and capital allocator since 2005. The firm serves both individual/family and institutional clients and combines portfolio management for individuals, pooled vehicles and institutions with selection of third‑party managers. It also functions in sponsor/GP and CPO/CTA roles for pooled investment vehicles, indicating an active role in originating and managing alternative investment structures. The business mixes traditional advisory fee arrangements with performance‑linked compensation and other fee types. Stamos is not flagged as an active ESG investor and is not designated as a multi‑state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds72%
- Exchange Traded Equities19%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 3ANITA GADD
Chief Financial OfficerCRD 7891006
PETER STAMOS
Partner, Chief Executive Officer, Chief Investment OfficerCRD 4958302
NEIL CASEY
Chief Compliance OfficerCRD 5407815
Contacts
3 of 8RON JOHNSON
Limited PartnerCRD 6090055
MARK COLELLA
PartnerCRD 6046417
MATTHEW MCCONAGHY
CRD 7891005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$157M in ETFs
100%
$157M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $91.9M | 926,085 | 58.56% |
Location
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 2498 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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