Stamos Capital Partners, L.P.

Overview

Stamos Capital Partners, L.P. is an independent registered investment adviser and limited partnership that has been SEC-registered since 2005. The firm functions as a capital allocator for both individual/family and institutional clients, providing portfolio management across separate accounts and pooled vehicles and selecting third‑party managers when appropriate. It also operates in sponsor/GP roles for pooled funds and has CPO/CTA activity on its slate of business operations. Fee arrangements include traditional percentage‑of‑AUM billing as well as performance‑based fees and other negotiated structures. The client base combines a small number of sizeable relationships — a mix of high‑net‑worth individuals and institutional investors — which supports the firm’s focus on customized portfolio management and alternative‑centric allocations. Stamos does not report being an active ESG investor or a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives