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Building 2STAMOS CAPITAL PARTNERS, L.P.

Map pinMENLO PARK, CA
Phone650-233-5000
NotebookSEC #801-64360
Total AUM
$7.6B
Employees
31
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2498 SAND HILL ROAD
MENLO PARK
CA 94025
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
650-233-5000

ReceiptFinancials

Total AUM
$7.6B
Accounts
17
Discretionary
$4.3B
Accounts
15
Non-Discretionary
$3.3B
Accounts
2

ContactClients

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HNW Individual Clients
26
AUM
$0
Pooled Vehicle Clients
13
AUM
$2.8B
Charitable Organization Clients
1
AUM
$54.7M
Other Clients
1
AUM
$4.8B
Description of Other Clients
AGGREGATION OF CLIENT TYPE - SEE SCHEDULE D. MISCELLANEOUS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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