Stamos Capital

EST. AUM
$6,509,630,252

CONTACTS
15

CLIENT ACCOUNTS
14

Firm Details

Metro area San Francisco
CRD Number 134660
Website stamoscapital.com
Client types

Overview

Stamos Capital Partners, L.P. is an independent, privately owned investment management firm with more than $6 billion in assets under management serving high-net-worth individuals, family offices, private foundations, endowments, trusts, and other clients. Stamos Capital invests globally using an endowment style approach across a broad range of asset classes such as fixed income, absolute return, public equity (long-only and long/short), private equity (venture capital, growth equity, buyout, and distressed), and real assets (real estate and natural resources). They like to create co-mingled LP vehicle-- so working as a separately managed account, as a component of that commingled LP they then bring to their institutional. And in some cases, they're high-net-worth individuals being invested in that pooled capital structure that they create.

Platform Details

Investment Preferences

Alternative Activity