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STAMOS CAPITAL PARTNERS, L.P.

MENLO PARK, CA · CRD 134660 · IAPD ↗ · 650-233-5000

$7.64BRegulatory AUM
17Advisory reps
31Employees
27Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2024 — STAMOS CAPITAL PARTNERS, L.P. grew from 9 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.