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| Stamos Capital Partners LP
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|---|---|
| CRD # | 134660 |
| SEC # | 801-64360 |
| CIK # | 0001705399 |
| AUM | 7,636.5 M (2026-03-24) |
| Employees | 31 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-233-5000 |
| Address | 2498 Sand Hill Road Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Merck & Co Inc | 20.5 | ||
| Alphabet Inc | 16.0 | ||
| Microsoft Corp | 15.9 | ||
| UnitedHealth Group Inc | 14.8 | ||
| Toyota Motor Corp/ | 10.8 | ||
| J P Morgan Chase & Co | 10.6 | ||
| Johnson & Johnson | 10.2 | ||
| Amazon Com Inc | 9.9 | ||
| Chevron Corp | 8.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | SCP Alpha Omega Global Select Fund LP | [2025-11-25] | 107.9 M | 125.2 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SCP Alpha Omega Long-Biased Fund LP | [2025-11-25] | 101.0 M | 101.5 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SCP Alpha Omega Dividend Value Payer Fund LP | [2025-03-26] | 302.5 M | 151.6 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SCP Alpha Omega Liquid Real Assets Fund LP | [2025-03-26] | 201.1 M | 106.0 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SCP Growth Turnaround and Innovation Fund LP | [2022-03-29] | 99.7 M | 1.2 M |
| Filed 2024-02-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SCP Dividend Value Payer Fund LP | [2022-02-18] | 302.5 M | 199.4 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SCP Liquid Real Assets Fund LP | [2022-02-18] | 201.1 M | 70.5 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SCP Masters Absolute Return Fund LP | [2022-02-18] | 176.6 M | 150.4 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | SCP Masters Equity Long Fund LP | [2022-02-18] | 294.3 M | 106.4 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | SCP Real Assets US Corp | 2016-03-30 | 3.7 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 2.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 4.8 |
| Total | 17 | 7.6 |
| By Discretionary | ||
| Discretionary | 15 | 4.3 |
| Non-Discretionary | 2 | 3.3 |
| Total | 17 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 7.4 | |
| Total | 17 | 7.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Bree | Director | 428 | 100 | |
| Peter Young | Director | 116 | 22 | |
| Alan Kelly | Director | 39 | 17 | |
| Peter Stamos | Director, Executive Officer | 32 | 3 | |
| Sterling Stamos Associates LLC | Executive Officer | 13 | 3 | |
| Ssp Associates GP LLC | Executive Officer | 11 | 3 | |
| Stamos Capital Partners LP | Promoter | 18 | 2 | |
| Stamos Capital Associates LLC | Executive Officer | 16 | 2 | |
| Scp Associates GP LLC | Executive Officer | 14 | 2 | |
| Ssp Real Assets GP II LLC | Executive Officer | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001705399] | |
| SC 13G | [0001705399] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Stamos Capital Partners LP | Enjoy Technology Inc/DE | [2022-02-11] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Clients | 27 (3 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
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