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

CIK	Period
0001705399	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31

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
	FPL Group Inc	8.4
	Bank of America Corp /DE/	8.2
	Visa Inc	8.0
	Pfizer Inc	7.7
	AT&T Inc	7.6
	Apple Inc	7.5
	Union Pacific Corp	7.4
	Walt Disney Co	7.0
	Salesforce Com Inc	6.7
	Novo Nordisk A S	6.5
	BlackRock Inc	6.4
	Canadian National Railway Co	6.3
	Boeing Co	6.1
	Canadian Pacific Railway Ltd/Cn	5.9
	Netflix Inc	5.9
	Adobe Systems Inc	5.8
	CVS Caremark Corp	5.7




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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
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