STAMOS CAPITAL PARTNERS, L.P.

2498 Sand Hill Road
Menlo Park, California 94025
Tel: 650-233-5000

About STAMOS CAPITAL PARTNERS, L.P.

STAMOS CAPITAL PARTNERS, LP, formally registered with the SEC as STAMOS CAPITAL PARTNERS, LP. The firm was established in 06/08/2005. They have over 1 offices throughout the country.

STAMOS CAPITAL PARTNERS, L.P. is a Menlo Park, California based Financial Planning firm with nearly $6,108,743,868 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134660
SEC#	801-64360
Assets Managed by Firm	$6,108,743,868
No. of Clients	21
No. of Advisors	27

Fee Structure

A percentage of AUM
Performance Based
Other (MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$6,108,743,868
Charitable organizations	Fewer than 5 clients	$48,199,284

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