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STAMOS CAPITAL PARTNERS, L.P.
CRD 134660 · SEC 801-64360
2498 SAND HILL ROAD, MENLO PARK, CA, 94025, United States
Phone
650-233-5000
Fax
650-233-5100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.64B
Discretionary AUM
$4.31B
Team
31 total employees; 17 advisory reps; 27 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.
Org form
Limited Partnership
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $0 |
| Pooled investment vehicles | 13 | $2.76B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD