{ "crd_number": 168133, "slug": "stafford-capital-partners-limited-london-168133", "primary_business_name": "STAFFORD CAPITAL PARTNERS LIMITED", "legal_name": "STAFFORD CAPITAL PARTNERS LIMITED", "dbas": [], "city": "London", "state": null, "country": "United Kingdom", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-12-12", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 6749571078.0, "raum_discretionary": 6503090317.0, "raum_non_discretionary": 246480761.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 43, "advisory_employees": 29, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other_investment_advisers": { "raum": 246480761.0, "count": 1, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 6503090317.0, "count": 28 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NH", "OR", "TX" ], "websites": [ "https://au.linkedin.com/company/stafford-capital-partners", "https://linkedin.com/company/stafford-capital-partners", "https://staffordcp.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168133", "city_as_filed": "LONDON", "url": "https://advisorcensus.com/firm/stafford-capital-partners-limited-london-168133", "display_name": "Stafford Capital Partners Limited", "summary": "Stafford Capital Partners Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Stafford Capital Partners Limited (CRD 168133): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Stafford Capital Partners Limited compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Stafford Capital Partners Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does Stafford Capital Partners Limited charge?", "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Stafford Capital Partners Limited located?", "a": "Stafford Capital Partners Limited's principal office is in London, United Kingdom, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)." }, { "q": "Is Stafford Capital Partners Limited registered with the SEC or a state?", "a": "Stafford Capital Partners Limited is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168133." }, { "q": "How much does Stafford Capital Partners Limited manage?", "a": "Stafford Capital Partners Limited reports $6,749,571,078 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (96% discretionary)." }, { "q": "How have Stafford Capital Partners Limited's assets and staff changed since 2021?", "a": "In the Form ADV data for Stafford Capital Partners Limited: Regulatory assets under management: $3,106,318,706 in the October 2021 data and $6,749,571,078 in the October 2026 data, up 117%. Total employees: 44 in October 2021 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Stafford Capital Partners Limited serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (28); other investment advisers (1)." }, { "q": "Does Stafford Capital Partners Limited report any disciplinary disclosures?", "a": "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/168133" }, { "q": "Does Stafford Capital Partners Limited state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Generally each Fund is required to obtain committed capital of at least $50,000,000. This minimum may be waived at our sole discretion.\"" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3106318706.0, "total_employees": 44, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3246360365.0, "total_employees": 45, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4374191105.0, "total_employees": 43, "filing_date": "2023-06-06" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5476162649.0, "total_employees": 63, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6470312037.0, "total_employees": 54, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6749571078.0, "total_employees": 43, "filing_date": "2026-03-27" } ], "recent_changes": [], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 27, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "0.9% of assets a year", "account_minimum": "$50,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states)" ], "quotes": [ "The asset-based fee generally starts at a maximum of 0.90% per annum, calculated based on commitments and may be reduced for larger clients." ] }, { "label": "Account minimum", "statements": [ "Account minimum: $50,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "Generally each Fund is required to obtain committed capital of at least $50,000,000. This minimum may be waived at our sole discretion." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": 0.9, "account_minimum": 50000000.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "The asset-based fee generally starts at a maximum of 0.90% per annum, calculated based on commitments and may be reduced for larger clients.", "Generally each Fund is required to obtain committed capital of at least $50,000,000. This minimum may be waived at our sole discretion." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/stafford-capital-partners-limited-london-168133.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 28, "fewer_than_5": false, "raum": 6503090317.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 1, "fewer_than_5": true, "raum": 246480761.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168133", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }