Firm profile

Stamos Capital Partners, L.P.

MENLO PARK, CACRD 134660Registration Status: ApprovedEffective since June 8, 2005SEC # 801-64360Latest ADV March 24, 2026

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 employees, 1 office, and 17 accounts.

Assets Under Management
$7.6B
Employees
31
Offices
1 office
Total Clients
39

Associated firm names

2 names listed
  • STAMOS CAPITAL PARTNERS, L.P.
  • STERLING STAMOS CAPITAL MANAGEMENT, L.P.

Leadership

5 roles identified
CEOPeter S. Stamos
CCONeil P. Casey
CFOAnita R. Gadd

Advisory services offered

4 types reported
Portfolio management for businesses
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

Offices & Contact

Primary office

MENLO PARK, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

MENLO PARKPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

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.

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

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$7.6B
Total Accounts17
10Y AUM Change+$3.7B (+93.4%)

Private Funds

Private funds reported by Stamos Capital Partners, L.P.

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
PETER SPIRO STAMOSDirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
50% to < 75%
RON BRUCE JOHNSONDirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
10% to < 25%
JEFFREY TODD SOUKUPDirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
5% to < 10%
COLELLA FAMILY NON-EXEMPT MARITAL DEDUCTION TRUSTDirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
5% to < 10%
KATHERINE STAMOSDirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
5% to < 10%
CHRISTOPHER EDWARD STAMOSDirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
< 5%
STAMOS CAPITAL PARTNERS GP, L.L.C.Direct owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
< 5%
BASIL PAUL STAMOSDirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
< 5%
MARK SAMUEL COLELLADirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
< 5%
MICHAEL JAMES DAHLDirect owner · Schedule AInterest in STAMOS CAPITAL PARTNERS, L.P.
< 5%
PETER SPIRO STAMOSIndirect owner · Schedule BInterest in STAMOS CAPITAL PARTNERS GP, L.L.C.
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Stamos Capital Partners, L.P..

Reported ownership and control details

Form ADV · Filing date 2026-03-24 · Schedules A and B

15 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1PETER SPIRO STAMOSCHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER/PARTNERIndividualSTAMOS CAPITAL PARTNERS, L.P.50% to less than 75%Code DYesCHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER/PARTNER06/2002Schedule APDF page 89
2CHRISTOPHER EDWARD STAMOSLIMITED PARTNERIndividualSTAMOS CAPITAL PARTNERS, L.P.Less than 5%Code NANoLIMITED PARTNER11/2003Schedule APDF page 89
3STAMOS CAPITAL PARTNERS GP, L.L.C.GENERAL PARTNERDomestic entitySTAMOS CAPITAL PARTNERS, L.P.Less than 5%Code NAYesGENERAL PARTNER06/2002Schedule APDF page 89
4BASIL PAUL STAMOSLIMITED PARTNERIndividualSTAMOS CAPITAL PARTNERS, L.P.Less than 5%Code NANoLIMITED PARTNER06/2002Schedule APDF page 89
5JEFFREY TODD SOUKUPPARTNERIndividualSTAMOS CAPITAL PARTNERS, L.P.5% to less than 10%Code AYesPARTNER04/2008Schedule APDF page 89
6RON BRUCE JOHNSONLIMITED PARTNERIndividualSTAMOS CAPITAL PARTNERS, L.P.10% to less than 25%Code BNoLIMITED PARTNER05/2011Schedule APDF page 89
7MARK SAMUEL COLELLAPARTNERIndividualSTAMOS CAPITAL PARTNERS, L.P.Less than 5%Code NAYesPARTNER01/2016Schedule APDF page 89
8COLELLA FAMILY NON-EXEMPT MARITAL DEDUCTION TRUSTLIMITED PARTNERDomestic entitySTAMOS CAPITAL PARTNERS, L.P.5% to less than 10%Code ANoLIMITED PARTNER03/2017Schedule APDF page 89
9MATTHEW MCCONAGHYCO-CHIEF FINANCIAL OFFICERIndividualSTAMOS CAPITAL PARTNERS, L.P.Less than 5%Code NAYesCO-CHIEF FINANCIAL OFFICER04/2020Schedule APDF page 89
10ANITA R GADDCO-CHIEF FINANCIAL OFFICERIndividualSTAMOS CAPITAL PARTNERS, L.P.Less than 5%Code NAYesCO-CHIEF FINANCIAL OFFICER04/2020Schedule APDF page 89
11MICHAEL JAMES DAHLPARTNER, CHIEF LEGAL OFFICERIndividualSTAMOS CAPITAL PARTNERS, L.P.Less than 5%Code NAYesPARTNER, CHIEF LEGAL OFFICER03/2025Schedule APDF page 89
12NEIL PATRICK CASEYCHIEF COMPLIANCE OFFICERIndividualSTAMOS CAPITAL PARTNERS, L.P.Less than 5%Code NAYesCHIEF COMPLIANCE OFFICER03/2025Schedule APDF page 89
13KATHERINE STAMOSLIMITED PARTNERIndividualSTAMOS CAPITAL PARTNERS, L.P.5% to less than 10%Code ANoLIMITED PARTNER05/2025Schedule APDF page 89
14PETER SPIRO STAMOSMANAGING MEMBERIndividualSTAMOS CAPITAL PARTNERS GP, L.L.C.75% or moreCode EYesMANAGING MEMBER06/2002Schedule BPDF page 90
15SAMUEL D. COLELLATRUSTEEIndividualCOLELLA FAMILY NON-EXEMPT MARITAL DEDUCTION TRUSTPercentage not specifiedCode FYesTRUSTEE09/1992Schedule BPDF page 90

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/24/2026 1:49:26 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.