STAMOS CAPITAL PARTNERS, L.P.

MENLO PARK, California·26 registered advisors·CRD# 134660
SEC# 801-643600650-233-5000
01

Firm Overview

AUM
$6.1B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
26
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
Other: MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at STAMOS CAPITAL PARTNERS, L.P.

26 registered advisors
Allyson Rachel Kaufman
NEW YORK, New York
Anita R Gadd
MENLO PARK, California
Basil Paul Stamos
MENLO PARK, California
Bong-Seok Choi
MENLO PARK, California
Carolyn Nangsook Choi
NEW YORK, New York
Catherine Anne Tse
NEW YORK, New York
Christopher Edward Stamos
MENLO PARK, California
Deanna Eve Ho Montgomery
NEW YORK, New York
Janine Michelle Ruvolo
NEW YORK, New York
Jared Adam Kanover
MENLO PARK, California
Jeffrey Todd Soukup
MENLO PARK, California
Joanna Strober
NEW YORK, New York
John Arthur Fulton
NEW YORK, New York
Josh Shapiro
NEW YORK, New York
Joshua A Rezak
NEW YORK, New York
Kim A Tomsen
MENLO PARK, California
Kristina Brenner
NEW YORK, New York
Matthew Mcconaghy
MENLO PARK, California
Michael A. Chisek
NEW YORK, New York
Michael James Dahl
MENLO PARK, California
Myron Samuel Scholes
NEW YORK, New York
Peter Spiro Stamos
MENLO PARK, California
Ronald Frank Jr. Marryott
MENLO PARK, California
Ron Bruce Johnson
MENLO PARK, California
Spiro Peter Stamos
MENLO PARK, California
Zewditu Menelik
NEW YORK, New York
05

Office Locations

MENLO PARK, California
13 advisors
NEW YORK, New York
13 advisors

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Data sourced from SEC Form ADV filings. STAMOS CAPITAL PARTNERS, L.P. (CRD# 134660) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.