Unclaimed Profile

Basil Paul Stamos

STAMOS CAPITAL PARTNERS, L.P.·MENLO PARK, California

Clean recordSTAMOS CAPITAL PARTNERS, L.P.

2498 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 4962756Firm CRD# 134660

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Basil Paul Stamos · MENLO PARK, CA

Registration

CRD #4962756 · STAMOS CAPITAL PARTNERS, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STAMOS CAPITAL PARTNERS, L.P.

AUM

$6.1B

Regulatory assets under management

Employees

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

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

View on FINRA BrokerCheck →

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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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