Stamos Capital Partners, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated March 24, 2026, reports $7.6B in regulatory assets under management, 31 employee, and 17 accounts.
Assets Under Management
$7.6B
Employees
31
Offices
--
Total Clients
39
Primary office
MENLO PARK, CA
2498 SAND HILL ROAD, MENLO PARK, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
26
2
Pooled Investment Vehicles
33.3%
13
Categories with <5 clients
AGGREGATION OF CLIENT TYPE - SEE SCHEDULE D. MISCELLANEOUS<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.6Bas of March 24, 2026
Discretionary56.5%
$4.3B
57% of total RAUM56.5%
Non-discretionary43.5%
$3.3B
43% of total RAUM43.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.6B
Total Accounts17
10Y AUM Change+$3.7B (+93.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee1:1
10Y Employee Change+5 (+19.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.