# Stamos Capital Partners, L.P.

> 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.

- CRD: 134660
- Filed as: STAMOS CAPITAL PARTNERS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134660
- AdvisorCensus page: https://advisorcensus.com/firm/stamos-capital-partners-l-p-menlo-park-ca-134660

## Quick answers

**How is Stamos Capital Partners, L.P. compensated?**
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.

**Where is Stamos Capital Partners, L.P. located?**
Stamos Capital Partners, L.P.'s principal office is in Menlo Park, CA, according to its Form ADV.

**Is Stamos Capital Partners, L.P. registered with the SEC or a state?**
Stamos Capital Partners, L.P. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134660.

**How much does Stamos Capital Partners, L.P. manage?**
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).

**How have Stamos Capital Partners, L.P.'s assets and staff changed since 2021?**
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.

**What types of clients does Stamos Capital Partners, L.P. serve?**
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).

**Which custodians does Stamos Capital Partners, L.P. use?**
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.

**Does Stamos Capital Partners, L.P. 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/134660

**What changed in Stamos Capital Partners, L.P.'s recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Merrill Lynch, Pierce, Fenner & Smith Incorporated

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: $7,636,498,100
- Discretionary: $4,314,869,668
- Non-discretionary: $3,321,628,432

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 26 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $2,755,709,661 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $54,733,301 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Fewer than 5 | $4,826,055,138 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 31 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stamoscapital.com
- LinkedIn @STERLING-STAMOS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,859,354,103 | 26 | March 30, 2021 |
| October 2022 | $5,985,666,739 | 25 | March 29, 2022 |
| October 2023 | $5,578,553,595 | 24 | March 24, 2023 |
| October 2024 | $6,108,743,868 | 27 | March 27, 2024 |
| October 2025 | $6,509,630,252 | 31 | March 26, 2025 |
| October 2026 | $7,636,498,100 | 31 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stamos Capital Partners, L.P. (CRD 134660): Form ADV filing data as of October 2026.