|
⚲
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| Stanhope Capital LLP
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|
|
|---|---|
| CRD # | 162512 |
| SEC # | 801-120807 |
| CIK # | |
| AUM | $11.1 BB (2023-03-23) |
| Employees | 64 (64% Investors, 0% Brokers) |
| Phone | 442077251800 |
| Address | 35 Portman Square London, United Kingdom |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Stanhope Fund 13 | 2022-03-18 | 0.9 | |
| VC | Stanhope Fund 14 | 2022-03-18 | 1.6 | |
| Other | Stanhope Fund 11 | 2017-09-29 | 218.2 | |
| RE | Stanhope Fund 10 | 2016-03-30 | 0.3 | |
| PE | Stanhope Fund 9 | 2016-03-30 | 256.6 | |
| Other | Stanhope Fund 5 | 2012-03-30 | 229.9 | |
| Other | Stanhope Fund 6 | 2012-03-30 | 48.7 | |
| PE | Stanhope Fund 8 | 2012-03-30 | 1.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 128 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 41 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 1.6 |
| (n) Other | 6 | 1.6 |
| Total | 177 | 11.1 |
| By Discretionary | ||
| Discretionary | 118 | 3.3 |
| Non-Discretionary | 59 | 7.8 |
| Total | 177 | 11.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 10.2 | |
| Total | 177 | 11.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MainStreet Investment Advisors LLC
✚
|
IL | 14.4 |
|
Aspiriant LLC
✚
|
CA | 13.1 |
|
Brighton Jones LLC
✚
|
WA | 9.5 |
|
Quadrant Capital Group LLC
✚
|
OH | 3.0 |
|
Third Lake Partners LLC
✚
|
FL | 2.2 |
|
Eversource Wealth Advisors LLC
✚
|
AL | 1.8 |
|
True Capital Management LLC
✚
|
CA | 1.6 |
|
Pasadena Private Wealth LLC
✚
|
CA | 0.9 |
|
Bluepointe Capital Management LLC
✚
|
CA | 0.6 |
|
TCG Advisors LP
✚
|
TX | 0.0 |