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STAMOS CAPITAL PARTNERS, L.P.

Tel: 650-233-5000
2498 Sand Hill Road
Menlo Park, California  94025

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STAMOS CAPITAL PARTNERS, L.P.

STAMOS CAPITAL PARTNERS, L.P. is a Menlo Park, California based financial advisory firm with nearly $6,108,743,868 in assets under management and provides investment advisory services for 21 clients. There are currently 27 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based, Other (MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE

Firm CRD#:

134660

SEC#:

801-64360

No. of Clients:

21

Assets under Management

$6,108,743,868

No. of Advisors:

27

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