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Basil Paul Stamos

STAMOS CAPITAL PARTNERS, L.P.·MENLO PARK, California
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2498 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 4962756Firm CRD# 134660
01

About

Basil Paul Stamos is a registered financial advisor based in MENLO PARK, California, affiliated with STAMOS CAPITAL PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
STAMOS CAPITAL PARTNERS, L.P.
STAMOS CAPITAL PARTNERS, L.P.
AUM
$6.1B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at STAMOS CAPITAL PARTNERS, L.P. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.
Regulatory
SEC/IARD CRD# 4962756
Firm CRD# 134660
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Basil Paul Stamos offer?
Basil Paul Stamos specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Basil Paul Stamos's credentials?
Basil Paul Stamos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Basil Paul Stamos located?
Basil Paul Stamos is based in MENLO PARK, California, working with STAMOS CAPITAL PARTNERS, L.P.. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Basil Paul Stamos charge for services?
Basil Paul Stamos's firm is compensated through percentage of aum, performance-based fees, other: managed accounts may negotiate additional services for a fee.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAMOS CAPITAL PARTNERS, L.P.?
STAMOS CAPITAL PARTNERS, L.P. has approximately 27 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STAMOS CAPITAL PARTNERS, L.P.

Bong-Seok Choi
MENLO PARK, CA
Allyson Rachel Kaufman
NEW YORK, NY
Anita R Gadd
MENLO PARK, CA
Carolyn Nangsook Choi
NEW YORK, NY
Catherine Anne Tse
NEW YORK, NY
Christopher Edward Stamos
MENLO PARK, CA

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Research
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