Stamos Capital Partners LP

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Stamos Capital Partners LP ✚
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) Copy

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
VC	SCP Venture Fund I LP	[2014-08-05]	140.3 M	83.8 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SCP Private Capital Fund III LP	[2013-01-02]	155.9 M	173.1 M
	Filed 2019-02-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $13,143 · Revenue Not Applicable
HF	SCP Absolute Return Fund LP	2012-03-30		58.3 M
HF	SCP Absolute Return Offshore Fund Ltd	2012-03-30		33.8 M
HF	SCP Acceleration Fund LP	2012-03-30		7.5 M
HF	SCP Acceleration Offshore Fund Ltd	2012-03-30		0.8 M
HF	SCP Alpha Omega Long/Short Fund LP	2012-03-30		318.7 M
PE	SCP Co-Investment Fund I LP	[2012-03-30]		0.7 M
HF	SCP Endowment - Enhanced Fund LP	[2012-03-30]		0.8 M
HF	SCP Endowment Fund LP	[2012-03-30]	1,299.6 M	1,100.1 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $623,622 · Net Assets Decline to Disclose
HF	SCP Endowment - Master Fund LP	[2012-03-30]		0.4 M
HF	SCP Endowment Offshore Fund Ltd	[2012-03-30]	179.8 M	34.2 M
	Filed 2021-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $526,846 · Net Assets Decline to Disclose
HF	SCP Equity Select - Global Opportunity Fund LP	2012-03-30
LF	SCP Fixed Income Fund LP	[2012-03-30]	564.1 M	70.2 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $3,553 · Net Assets Decline to Disclose
HF	SCP Global Credit Fund LP	[2012-03-30]	46.7 M	0.3 M
	Filed 2017-02-24 (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 Fund LP	2012-03-30		0.7 M
Other	SCP Growth Liquidating Trust	2012-03-30		8.9 M
HF	SCP Growth Offshore Fund Ltd	2012-03-30		1.0 M
HF	SCP Masters Equity Hedge Fund LP	2012-03-30		234.5 M
PE	SCP Natural Resources Fund II LP	[2012-03-30]		7.7 M
PE	SCP Natural Resources Fund I LP	[2012-03-30]		11.7 M
PE	SCP Operating Assets Fund I LP	[2012-03-30]		3.2 M
PE	SCP Private Equity Fund II LP	[2012-03-30]	61.2 M	21.7 M
	Filed 2010-02-25 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $90,338 · Net Assets Decline to Disclose
PE	SCP Private Equity Fund I LP	[2012-03-30]		30.2 M
PE	SCP Real Assets Fund A LP	[2012-03-30]		2.9 M
PE	SCP Real Assets Fund II LP	[2012-03-30]	75.3 M	11.3 M
	Filed 2010-02-25 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $189,173 · Net Assets Decline to Disclose
PE	SCP Real Assets Fund I LP	2012-03-30		12.7 M
RE	SCP Real Estate Fund I LP	[2012-03-30]		23.6 M
Other	SCP Security Friends & Family Liquidating Trust	2012-03-30		2.4 M
HF	SCP Security Fund - Friends & Family LP	[2012-03-30]	29.9 M	0.8 M
	Filed 2010-02-25 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Commission $30,097 · Net Assets Decline to Disclose
HF	SCP Security Fund LP	2012-03-30		10.3 M
Other	SCP Security Liquidating Trust	2012-03-30		1.8 M
Other	SCP Security Liquidating Trust II	2012-03-30		0.1 M
HF	SCP Security Offshore Fund Ltd	2012-03-30		0.1 M
HF	SCP Security Offshore Fund - Select Levered Ltd	2012-03-30		0.1 M
Other	SCP Security Offshore Fund - Select SPV Ltd	2012-03-30		0.1 M
Other	SCP Security Offshore Fund SPV Ltd	2012-03-30		0.2 M
HF	SCP Security Select Levered Unit Trust	2012-03-30		7.0 M
Other	SCP Security Select Liquidating Trust	2012-03-30		0.2 M
HF	SCP Security Select Unit Trust	2012-03-30		38.9 M
HF	SCP Security Unit Trust	2012-03-30		0.6 M
HF	SCP Structured Finance Fund LP	2012-03-30		0.1 M
HF	Sterling Stamos Levered Offshore Fund Ltd	2012-03-30		0.5 M
HF	Sterling Stamos Real Assets Liquid Strategies Fund LP	2012-03-30		10.7 M
HF	Sterling Stamos Security Fund - Levered LP	2012-03-30		11.1 M

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
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

Comparable Firms	State	AUM
MSA Advisors LLC ✚	CA	9,647.0 M
Battery Global Advisors LLC ✚	MA	8,374.3 M
Chilton Investment Services LLC ✚	CT	8,150.1 M
ICG Advisors LLC ✚	CA	7,923.3 M
Fiduciary Trust International LLC ✚	MA	7,670.6 M
Miller Investment Management LP ✚	PA	7,104.9 M
The Bollard Group LLC ✚	MA	6,724.6 M
Beck Mack & Oliver LLC ✚	NY	6,180.8 M
EJF Capital LP ✚	VA	6,101.3 M
Sepio Capital LP ✚	UT	5,641.2 M

Stamos Capital Partners LP

Assets, Funds, Holdings