Stamos Capital Partners LP

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Assets, Funds, Holdings

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Stamos Capital Partners LP
CRD #134660
SEC #801-64360
CIK #
AUM $6.1 BB (2024-03-27)
Employees 27 (52% Investors, 0% Brokers)
Phone650-233-5000
Address2498 Sand Hill Road
Menlo Park, CA 94025
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02003201020172025
Type Form D Funds Date Sold ($MM) AUM ($MM)
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] 201.5 199.4
HF SCP Liquid Real Assets Fund LP [2022-02-18] 128.5 70.5
HF SCP Masters Absolute Return Fund LP [2022-02-18] 173.2 112.0
HF SCP Masters Equity Long Fund LP [2022-02-18] 214.6 125.7
PE SCP Real Assets US Corp 2016-03-30 3.7
VC SCP Venture Fund I LP [2014-08-05] 140.3 82.2
PE SCP Private Capital Fund III LP [2013-01-02] 155.9 155.8
HF SCP Absolute Return Fund LP 2012-03-30 58.3
HF SCP Absolute Return Offshore Fund Ltd 2012-03-30 33.8
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 22 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 20 2.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 3.7
Total 21 6.1
By Discretionary
Discretionary 19 3.4
Non-Discretionary 2 2.7
Total 21 6.1
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 5.9
Total 21 6.1
Form D Directors # Filings # Firms 2011 - 2024
David Bree 428
Peter Young 114
Alan Kelly 36
Peter Stamos 29
Sterling Stamos Associates LLC 13
SSP Associates GP LLC 11
Stamos Capital Partners LP 15
Stamos Capital Associates LLC 13
SCP Associates GP LLC 11
SCP Venture GP I LLC 1
SCP Private Capital Fund GP III LLC 1
Stamos & Johnson GP I LLC 1
SSP Private Equity GP II LLC 1
SSP Real Assets GP II LLC 1
SCP Private Capital GP III LLC 1
Comparable Firms State AUM ($BB)
ICG Advisors LLC
CA 6.9
EJF Capital LLC
VA 6.8
Sepio Capital LP
UT 6.7
CAZ Investments LP
TX 6.4
Miller Investment Management LP
PA 6.4
BMO Family Office LLC
IL 6.1
Geller Advisors LLC
NY 5.9
The Bollard Group LLC
MA 5.7
Fiduciary Trust International LLC
MA 5.5
Standard Investments LLC
NY 5.1
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