Stamos Capital Partners LP

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Stamos Capital Partners LP ✚
CRD #	134660
SEC #	801-64360
CIK #
AUM	$7.6 B (2026-03-24)
Employees	31 (55% Investors, 0% Brokers)
Phone	650-233-5000
Address	2498 Sand Hill Road Menlo Park, CA 94025
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
HF	SCP Alpha Omega Global Select Fund LP	[2025-11-25]	107.9	125.2
HF	SCP Alpha Omega Long-Biased Fund LP	[2025-11-25]	101.0	101.5
HF	SCP Alpha Omega Dividend Value Payer Fund LP	[2025-03-26]	302.5	151.6
HF	SCP Alpha Omega Liquid Real Assets Fund LP	[2025-03-26]	201.1	106.0
HF	SCP Growth Turnaround and Innovation Fund LP	[2022-03-29]	99.7	1.2
HF	SCP Dividend Value Payer Fund LP	[2022-02-18]	302.5	199.4
HF	SCP Liquid Real Assets Fund LP	[2022-02-18]	201.1	70.5
HF	SCP Masters Absolute Return Fund LP	[2022-02-18]	176.6	150.4
HF	SCP Masters Equity Long Fund LP	[2022-02-18]	294.3	106.4
PE	SCP Real Assets US Corp	2016-03-30		3.7
VC	SCP Venture Fund I LP	[2014-08-05]	140.3	83.8
PE	SCP Private Capital Fund III LP	[2013-01-02]	155.9	173.1
HF	SCP Absolute Return Fund LP	2012-03-30		58.3
HF	SCP Absolute Return Offshore Fund Ltd	2012-03-30		33.8
HF	SCP Acceleration Fund LP	2012-03-30		7.5
HF	SCP Acceleration Offshore Fund Ltd	2012-03-30		0.8
HF	SCP Alpha Omega Long/Short Fund LP	2012-03-30		318.7
PE	SCP Co-Investment Fund I LP	[2012-03-30]		0.7
HF	SCP Endowment - Enhanced Fund LP	[2012-03-30]		0.8
HF	SCP Endowment Fund LP	[2012-03-30]	1,299.6	1,100.1
HF	SCP Endowment - Master Fund LP	[2012-03-30]		0.4
HF	SCP Endowment Offshore Fund Ltd	[2012-03-30]	179.8	34.2
HF	SCP Equity Select - Global Opportunity Fund LP	2012-03-30		0.0
LF	SCP Fixed Income Fund LP	[2012-03-30]	564.1	70.2
HF	SCP Global Credit Fund LP	[2012-03-30]	46.7	0.3
HF	SCP Growth Fund LP	2012-03-30		0.7
Other	SCP Growth Liquidating Trust	2012-03-30		8.9
HF	SCP Growth Offshore Fund Ltd	2012-03-30		1.0
HF	SCP Masters Equity Hedge Fund LP	2012-03-30		234.5
PE	SCP Natural Resources Fund II LP	[2012-03-30]		7.7
PE	SCP Natural Resources Fund I LP	[2012-03-30]		11.7
PE	SCP Operating Assets Fund I LP	[2012-03-30]		3.2
PE	SCP Private Equity Fund II LP	[2012-03-30]	61.2	21.7
PE	SCP Private Equity Fund I LP	[2012-03-30]		30.2
PE	SCP Real Assets Fund A LP	[2012-03-30]		2.9
PE	SCP Real Assets Fund II LP	[2012-03-30]	75.3	11.3
PE	SCP Real Assets Fund I LP	2012-03-30		12.7
RE	SCP Real Estate Fund I LP	[2012-03-30]		23.6
Other	SCP Security Friends & Family Liquidating Trust	2012-03-30		2.4
HF	SCP Security Fund - Friends & Family LP	[2012-03-30]	29.9	0.8
HF	SCP Security Fund LP	2012-03-30		10.3
Other	SCP Security Liquidating Trust	2012-03-30		1.8
Other	SCP Security Liquidating Trust II	2012-03-30		0.1
HF	SCP Security Offshore Fund Ltd	2012-03-30		0.1
HF	SCP Security Offshore Fund - Select Levered Ltd	2012-03-30		0.1
Other	SCP Security Offshore Fund - Select SPV Ltd	2012-03-30		0.1
Other	SCP Security Offshore Fund SPV Ltd	2012-03-30		0.2
HF	SCP Security Select Levered Unit Trust	2012-03-30		7.0
Other	SCP Security Select Liquidating Trust	2012-03-30		0.2
HF	SCP Security Select Unit Trust	2012-03-30		38.9
HF	SCP Security Unit Trust	2012-03-30		0.6
HF	SCP Structured Finance Fund LP	2012-03-30		0.1
HF	Sterling Stamos Levered Offshore Fund Ltd	2012-03-30		0.5
HF	Sterling Stamos Real Assets Liquid Strategies Fund LP	2012-03-30		10.7
HF	Sterling Stamos Security Fund - Levered LP	2012-03-30		11.1

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	# Filings	# Firms
David Bree	428	99
Peter Young	116	22
Alan Kelly	39	17
Peter Stamos	31	3
Sterling Stamos Associates LLC	13	3
SSP Associates GP LLC	11	3
Stamos Capital Partners LP	17	2
Stamos Capital Associates LLC	15	2
SCP Associates GP LLC	13	2
SSP Private Equity GP II LLC	1	1
View All

Comparable Firms	State	AUM ($B)
MSA Advisors LLC ✚	CA	9.6
Battery Global Advisors LLC ✚	MA	8.4
Chilton Investment Services LLC ✚	CT	8.2
ICG Advisors LLC ✚	CA	7.9
Fiduciary Trust International LLC ✚	MA	7.7
Miller Investment Management LP ✚	PA	7.1
The Bollard Group LLC ✚	MA	6.7
Beck Mack & Oliver LLC ✚	NY	6.2
EJF Capital LP ✚	VA	6.1
Sepio Capital LP ✚	UT	5.6

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Stamos Capital Partners LP

Assets, Funds, Holdings