Data / Investment advisers / California / Stamos Capital Partners, L.P.
Stamos Capital Partners, L.P., Menlo Park, CA: $7.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stamos Capital Partners, L.P. is an SEC registered investment adviser with its main office in Menlo Park, California and reports $7.6 billion in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include pooled investment vehicles, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 13 private funds.
The request: Watch Stamos Capital Partners, L.P. (CRD number 134660): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 134660
- SEC file number
- 801-64360
- SEC status
- Approved, effective June 8, 2005
- Main office
- 2498 Sand Hill Road, Menlo Park, CA 94025
- Phone
- (650) 233-5000
- Regulatory AUM
- $7,636,498,100 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $4,314,869,668
- Non discretionary AUM
- $3,321,628,432
- Accounts
- 17
- Employees
- 31, of which 17 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 13: 10 hedge funds, 1 private equity fund, 1 venture capital fund, 1 liquidity fund
- Gross assets of private funds
- $2,755,709,660
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 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 | 13 | $2.76 billion |
| Charitable organizations | Fewer than 5 | $54.7 million |
| High net worth individuals | 26 | Not listed |
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 |
|---|---|---|
| April 1, 2026 | $7.64 billion | March 24, 2026 |
| December 1, 2025 | $6.51 billion | November 25, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Patient Square Capital, LP | Menlo Park | $17.51 billion | 30 | adviserinfo.sec.gov |
| Pinegrove Venture Partners, LLC | Menlo Park | $13.72 billion | 68 | adviserinfo.sec.gov |
| STG Partners, LLC | Menlo Park | $13.43 billion | 25 | adviserinfo.sec.gov |
| Sequoia Global Equities | Menlo Park | $10.40 billion | 2 | adviserinfo.sec.gov |
| Crosspoint Capital Partners, LP | Menlo Park | $8.70 billion | 13 | adviserinfo.sec.gov |
| Riverwood Capital Management L.P. | Menlo Park | $6.17 billion | 14 | adviserinfo.sec.gov |
| Sofinnova Investments, Inc. | Menlo Park | $5.37 billion | 7 | adviserinfo.sec.gov |
| Menlo Equities | Menlo Park | $4.69 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Stamos Capital Partners, L.P. 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.