About Stamos Capital
Stamos Capital is a company based in Menlo Park (United States) founded in 2002. It operates as a B2B. Stamos Capital offers products and services including Investment Management Service and Wealth Building Strategies. Stamos Capital operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Menlo Park, United States
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Sectors
Financial Services
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Phone
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Website
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- Legal Name Stamos Capital Partners, L.P.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Stamos Capital
Stamos Capital offers a comprehensive portfolio of products and services, including Investment Management Service and Wealth Building Strategies.
Offers diversified global investments for wealth preservation and growth.
Provides endowment-style asset allocation for institutional clients.
People of Stamos Capital
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Funding Insights of Stamos Capital
Detailed funding history for Stamos Capital
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Investments & Acquisitions by Stamos Capital
Investment portfolio details for Stamos Capital
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Financial Statements - Stamos Capital
Detailed financials for Stamos Capital
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Stamos Capital Comparisons
Peer comparison for Stamos Capital
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Competitors of Stamos Capital
Stamos Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Stamos Capital
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Latest news on Stamos Capital
Complete news archive for Stamos Capital
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Frequently Asked Questions about Stamos Capital
Stamos Capital was founded in 2002.
Stamos Capital is headquartered in Menlo Park, United States. It is registered at Menlo Park, California, United States.
Stamos Capital Partners, L.P. is an independent investment management firm based in Menlo Park, California, managing over 6.5 billion in assets. It focuses on preserving and building wealth for clients including high-net-worth individuals, family offices, private foundations, endowments, and trusts. The firm employs an endowment-style approach with diversified, global asset allocation to achieve long-term returns, while adhering to core values and serving institutional clients.
Stamos Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Stamos Capital offers Investment Management Service and Wealth Building Strategies.