Co-Chief Financial Officer · Stamos Capital Partners, L.P.
Anita R Gadd
CRD 7891006 · Named on Form ADV at one SEC-registered adviser
At a glance
Stamos Capital Partners, L.P., an SEC-registered asset manager based in Menlo Park, CA with $7.6 billion in regulatory assets, lists Anita R Gadd on its Form ADV as Co-Chief Financial Officer, a control person.
Firms and roles
- Stamos Capital Partners, L.P.Co-Chief Financial OfficerAsset manager · Menlo Park, CA · $7.6B in regulatory assets
AtlasMembers
Anita’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (10)
- Peter S. StamosChief Executive Officer/chief Investment Officer/partner, Stamos Capital Partners, L.P.
- Christopher E. StamosLimited Partner, Stamos Capital Partners, L.P.
- Basil P. StamosLimited Partner, Stamos Capital Partners, L.P.
- Jeffrey T. SoukupPartner, Stamos Capital Partners, L.P.
- Ron B. JohnsonLimited Partner, Stamos Capital Partners, L.P.
5 more people named with Anita on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anita’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.