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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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers diversified global investments for wealth preservation and growth.
Provides endowment-style asset allocation for institutional clients.
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Funding Insights of Stamos Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Stamos Capital
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Stamos Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Stamos Capital Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Stamos Capital
Frequently Asked Questions about Stamos Capital
When was Stamos Capital founded?
Stamos Capital was founded in 2002.
Where is Stamos Capital located?
Stamos Capital is headquartered in Menlo Park, United States. It is registered at Menlo Park, California, United States.
What does Stamos Capital do?
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.
Who are the top competitors of Stamos Capital?
Stamos Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Stamos Capital offer?
Stamos Capital offers Investment Management Service and Wealth Building Strategies.
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