Asset manager · Menlo Park, CA
Stamos Capital Partners, L.P.
SEC-registered investment adviser · CRD 134660 · SEC 801-64360
At a glance
Stamos Capital Partners, L.P. is an SEC-registered investment adviser based in Menlo Park, California, with $7.6 billion in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is other, and it reports 26 individual clients. By Form ADV it is a asset manager, ranked 572nd of 3,218 asset managers and 1,610th of 17,210 SEC-registered advisers by assets.
Main office 650-233-5000stamoscapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $7.6B
- Rank among asset managers
- #572 of 3,218
- Rank among all SEC RIAs
- #1,610 of 17,210
- Rank in California
- #167 of 1,873
- Individual clients
- 26
- High-net-worth clients
- 26
- Accounts
- 17
- Discretionary
- 57% of AUM
- Employees
- 31
- Advisory staff
- 17
- Offices
- 1
Owners and executives on its Form ADV
- Peter S. StamosChief Executive Officer/chief Investment Officer/partner
- Christopher E. StamosLimited Partner
- Basil P. StamosLimited Partner
- Jeffrey T. SoukupPartner
- Ron B. JohnsonLimited Partner
- Mark S. ColellaPartner
- Matthew McConaghyCo-Chief Financial Officer
- Anita R GaddCo-Chief Financial Officer
- Michael J. DahlPartner, Chief Legal Officer
- Neil P. CaseyChief Compliance Officer
- Katherine StamosLimited Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | – | $4.8B | 63% |
| Pooled investment vehicles | 13 | $2.8B | 36% |
| Charitable organizations | – | $55M | <1% |
| High-net-worth individuals | 26 | $0M | 0% |
Private funds
Stamos Capital Partners, L.P. reports 13 private funds with $2.8B in gross assets: hedge funds, private equity funds, venture capital funds, liquidity funds (Form ADV Item 7.B).
Disciplinary disclosures
Stamos Capital Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗stamoscapital.com ↗
AtlasMembers
The full record on Stamos Capital Partners, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 598 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Stamos Capital Partners, L.P. manage?
Stamos Capital Partners, L.P. reports $7.6 billion in regulatory assets under management across 17 accounts, 57% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Stamos Capital Partners, L.P.?
Stamos Capital Partners, L.P. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Stamos Capital Partners, L.P.’s clients?
By assets, its largest client types are other ($4.8 billion); pooled investment vehicles ($2.8 billion, 13 clients); charitable organizations ($55 million).
Does Stamos Capital Partners, L.P. manage private funds?
Yes. It reports 13 private funds with $2.8 billion in gross assets, including hedge funds, private equity funds, venture capital funds, liquidity funds.
Does Stamos Capital Partners, L.P. have any disciplinary history?
Stamos Capital Partners, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Stamos Capital Partners, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →