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| Stamos Capital Partners LP
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| 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) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | SCP Alpha Omega Global Select Fund LP | [2025-11-25] | 107.9 | 125.2 |
| 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 | 101.5 |
| 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 | 151.6 |
| 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 | 106.0 |
| 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 | 1.2 |
| 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 | 199.4 |
| 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 | 70.5 |
| 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 | 150.4 |
| 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 | 106.4 |
| 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 | |
| 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 | |
| Stamos Capital Partners LP | Promoter | 18 | 2 | |
| Stamos Capital Associates LLC | Executive Officer | 16 | 2 |
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|---|---|---|
|
MSA Advisors LLC
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|
CA | 9.6 |
|
Battery Global Advisors LLC
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|
MA | 8.4 |
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Chilton Investment Services LLC
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CT | 8.2 |
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ICG Advisors LLC
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CA | 7.9 |
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Fiduciary Trust International LLC
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MA | 7.7 |
|
Miller Investment Management LP
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PA | 7.1 |
|
The Bollard Group LLC
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MA | 6.7 |
|
Beck Mack & Oliver LLC
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NY | 6.2 |
|
EJF Capital LP
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VA | 6.1 |
|
Sepio Capital LP
✚
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UT | 5.6 |