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Home > Retirement Planners > california > menlo park > STAMOS CAPITAL PARTNERS, L.P.
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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