Data / Investment advisers / Texas / Stafford Capital Partners Inc.
Stafford Capital Partners Inc., Austin, TX: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stafford Capital Partners Inc. is an SEC registered investment adviser with its main office in Austin, Texas and reports $1.8 billion in regulatory assets under management in its Form ADV filed September 22, 2026. Its clients include pooled investment vehicles and sovereign wealth funds and foreign official institutions. It is paid through a percentage of assets under management and performance based fees. It advises 17 private funds.
The request: Watch Stafford Capital Partners Inc. (CRD number 171419): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171419
- SEC file number
- 801-79741
- SEC status
- Approved, effective June 5, 2014
- Main office
- 1717 West 6th Street, Suite 234, Austin, TX 78703
- Phone
- (512) 334-6489
- Website
- staffordcp.com
- Regulatory AUM
- $1,784,639,486 in the Form ADV filed September 22, 2026
- Discretionary AUM
- $1,778,254,800
- Non discretionary AUM
- $6,384,686
- Accounts
- 23
- Employees
- 15, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 17: 17 private equity funds
- Gross assets of private funds
- $921,349,055
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 20 | $1.40 billion |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $6.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $1.78 billion | September 22, 2026 |
| December 1, 2025 | $1.72 billion | September 25, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Root Financial Partners | Austin | $2.15 billion | Not listed | adviserinfo.sec.gov |
| Terry McDaniel & Company | Austin | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Austin Asset | Austin | $1.87 billion | Not listed | adviserinfo.sec.gov |
| Tritium Partners | Austin | $1.86 billion | 10 | adviserinfo.sec.gov |
| Hoisington Investment Management Co | Austin | $1.79 billion | Not listed | adviserinfo.sec.gov |
| Healthquest Capital Management, L.P. | Austin | $1.78 billion | 11 | adviserinfo.sec.gov |
| Meridian Wealth Advisors, LLC | Austin | $1.74 billion | Not listed | adviserinfo.sec.gov |
| Adar1 Capital Management, LLC | Austin | $1.68 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving sovereign wealth funds and foreign official institutions
- Advisers that manage private funds
- Stafford Capital Partners Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.