# Stafford Capital Partners Inc.

> Stafford Capital Partners Inc. is an SEC-registered investment advisory firm in Austin, TX, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 171419
- Filed as: STAFFORD CAPITAL PARTNERS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171419
- AdvisorCensus page: https://advisorcensus.com/firm/stafford-capital-partners-inc-austin-tx-171419

## Quick answers

**How is Stafford Capital Partners Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Stafford Capital Partners Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Stafford Capital Partners Inc. charge?**
Its Form ADV Part 2A brochure dated September 25, 2025 states: Asset-based fee: 0.85% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stafford Capital Partners Inc. located?**
Stafford Capital Partners Inc.'s principal office is in Austin, TX, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Stafford Capital Partners Inc. registered with the SEC or a state?**
Stafford Capital Partners Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171419.

**How much does Stafford Capital Partners Inc. manage?**
Stafford Capital Partners Inc. reports $1,784,639,486 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Stafford Capital Partners Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Stafford Capital Partners Inc.: Regulatory assets under management: $390,832,952 in the October 2021 data and $1,784,639,486 in the October 2026 data, up 357%. Total employees: 16 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stafford Capital Partners Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20).

**Which custodians does Stafford Capital Partners Inc. use?**
Stafford Capital Partners Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Perpetual Trustee Company Limited as a custodian holding 10% or more of its separately managed account assets.

**Does Stafford Capital Partners Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171419

**Does Stafford Capital Partners Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated September 25, 2025 says: "Generally each Fund is required to obtain committed capital of at least $25,000,000. This minimum may be waived at our sole discretion."

**What changed in Stafford Capital Partners Inc.'s recent Form ADV filings?**
In the October 2026 filing data: No longer lists an office in Portland, OR. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated September 25, 2025)

- Asset-based fee: 0.85% to 1% a year (a range, as the brochure states it)

> The asset-based fee ranges from 0.85% to 1% of the net committed capital per year, as negotiated with each client.

- Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)

> Generally each Fund is required to obtain committed capital of at least $25,000,000. This minimum may be waived at our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Perpetual Trustee Company Limited

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,784,639,486
- Discretionary: $1,778,254,800
- Non-discretionary: $6,384,686

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $1,404,446,124 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $6,384,686 |
| Other | Fewer than 5 | $373,808,676 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (12 years)
- Employees: 15 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- London

### Websites listed on Form ADV (Item 1.I)
- [staffordcp.com](https://staffordcp.com)
- LinkedIn @stafford-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $390,832,952 | 16 | June 14, 2021 |
| October 2022 | $1,479,022,721 | 19 | September 30, 2022 |
| October 2023 | $1,626,340,846 | 17 | October 2, 2023 |
| October 2024 | $1,861,475,751 | 15 | September 23, 2024 |
| October 2025 | $1,806,223,156 | 15 | October 9, 2024 |
| October 2026 | $1,784,639,486 | 15 | September 22, 2026 |

Regulatory assets under management: $390,832,952 in the October 2021 data and $1,784,639,486 in the October 2026 data, up 357%.
Total employees: 16 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- No longer lists an office in Portland, OR.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stafford Capital Partners Inc. (CRD 171419): Form ADV filing data as of October 2026.