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STAFFORD CAPITAL PARTNERS LIMITED

LONDON, United Kingdom · CRD 168133 · IAPD ↗ · +44-203-988-5796

$6.75BRegulatory AUM
29Advisory reps
43Employees
1Clients
n/aPlanning clients
6Private funds
3States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2025 — STAFFORD CAPITAL PARTNERS LIMITED shrank from 42 to 29 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — STAFFORD CAPITAL PARTNERS LIMITED reported RAUM up 25% ($4.37B -> $5.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2024 — STAFFORD CAPITAL PARTNERS LIMITED grew from 33 to 42 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.