The STAMOS CAPITAL PARTNERS, L.P. is a privately held investment adviser that advises $2.81Bn in regulatory assets under management held in 4 SEC fund types across 1 investment strategies. STAMOS CAPITAL PARTNERS, L.P. is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 69.8% over the last 5-years.
The Group has been registered with the SEC for 21.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2498 SAND HILL ROAD, MENLO PARK, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 31 employees comprised of 17 investment and 14 non-investment staff. The total number of Employees increased by 19.23% over the last 5-years.
Their $2.81Bn in assets advised are owned by 13 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $2.76Bn or 98.05% of Total Assets and High Net Worth Individuals own $0 or 0% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
STAMOS CAPITAL PARTNERS, L.P. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.