{
  "crd_number": 134660,
  "slug": "stamos-capital-partners-l-p-menlo-park-ca-134660",
  "primary_business_name": "STAMOS CAPITAL PARTNERS, L.P.",
  "legal_name": "STAMOS CAPITAL PARTNERS, L.P.",
  "dbas": [],
  "city": "Menlo Park",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-06-08",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 7636498100.0,
  "raum_discretionary": 4314869668.0,
  "raum_non_discretionary": 3321628432.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 31,
  "advisory_employees": 17,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 4826055138.0,
      "count": null,
      "description": "AGGREGATION OF CLIENT TYPE - SEE SCHEDULE D. MISCELLANEOUS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 54733301.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 26
    },
    "pooled_investment_vehicles": {
      "raum": 2755709661.0,
      "count": 13
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/STERLING-STAMOS",
    "https://stamoscapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134660",
  "city_as_filed": "MENLO PARK",
  "url": "https://advisorcensus.com/firm/stamos-capital-partners-l-p-menlo-park-ca-134660",
  "display_name": "Stamos Capital Partners, L.P.",
  "summary": "Stamos Capital Partners, L.P. is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Stamos Capital Partners, L.P. (CRD 134660): 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",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stamos Capital Partners, L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stamos Capital Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Stamos Capital Partners, L.P. located?",
      "a": "Stamos Capital Partners, L.P.'s principal office is in Menlo Park, CA, according to its Form ADV."
    },
    {
      "q": "Is Stamos Capital Partners, L.P. registered with the SEC or a state?",
      "a": "Stamos Capital Partners, L.P. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134660."
    },
    {
      "q": "How much does Stamos Capital Partners, L.P. manage?",
      "a": "Stamos Capital Partners, L.P. reports $7,636,498,100 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (57% discretionary)."
    },
    {
      "q": "How have Stamos Capital Partners, L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stamos Capital Partners, L.P.: Regulatory assets under management: $4,859,354,103 in the October 2021 data and $7,636,498,100 in the October 2026 data, up 57%. Total employees: 26 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stamos Capital Partners, L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (26); pooled investment vehicles (other than investment companies and business development companies) (13)."
    },
    {
      "q": "Which custodians does Stamos Capital Partners, L.P. use?",
      "a": "Stamos Capital Partners, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Merrill Lynch, Pierce, Fenner & Smith Incorporated as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stamos Capital Partners, L.P. 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/134660"
    },
    {
      "q": "What changed in Stamos Capital Partners, L.P.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 16 to 17. Regulatory assets under management went from $6,509,630,252 to $7,636,498,100 (+17%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4859354103.0,
      "total_employees": 26,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5985666739.0,
      "total_employees": 25,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5578553595.0,
      "total_employees": 24,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6108743868.0,
      "total_employees": 27,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6509630252.0,
      "total_employees": 31,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7636498100.0,
      "total_employees": 31,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 17.",
        "Regulatory assets under management went from $6,509,630,252 to $7,636,498,100 (+17%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/stamos-capital-partners-l-p-menlo-park-ca-134660.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 2755709661.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 54733301.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 4826055138.0
    }
  ],
  "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/134660",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}