About Stamos Capital
Stamos Capital is a Financial Services company based in Menlo Park (United States) founded in 2002. Investment management firm serving high-net-worth individuals and institutions with global asset strategies. It operates on a B2B model. Stamos Capital offers products and services including Investment Management Service and Wealth Building Strategies. Its focus areas include Finance, Investment Tech, Asset Management and Wealth Preservation. Its legal entity is Stamos Capital Partners, L.P. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
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.
- Headquarters Menlo Park, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website stamoscapital.com
- Legal Name Stamos Capital Partners, L.P.
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
17 people are tracked at Stamos Capital (11 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Chris Stamos | Managing Partner, NY Office | Leadership |
Mark Colella | Partner | Leadership |
Helena Thompson | Director Of Human Capital And Director, Compliance | Leadership |
Peter S Stamos | CEO/Partner/Chief Investment Officer/Founder | Leadership |
Christina Ho | Managing Director | Leadership |
Jeff Soukup | Partner And CFO | Leadership |
Mike Dahl | Chief Legal Officer | Leadership |
James Chenault | Director, Executive Assistant To The Chairman & Ceo/cio | Leadership |
Susan Bourne | Managing Director, Investor Relations And Fund Administration | Leadership |
Kim A. de Lora | Global Controller, CFO - Management Company/family Office Services | Leadership |
Jonathan Quann | Director | Leadership |
Diane Murphy | Manager, Investment Operations | Team |
Kevin Wang | Associate, Investment Team | Team |
Brandon Fanaika | Associate | Team |
Noah Clark | Manager | Team |
Nancy Fang-san Agustin | Executive Assistant | Team |
Jana Racine | Senior Fund Accountant | Team |
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Similar companies to Stamos Capital
Stamos Capital has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of Stamos Capital
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Stamos Capital (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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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, Raymond James and Wintrust.
Stamos Capital offers Investment Management Service and Wealth Building Strategies.
Stamos Capital operates through Stamos Capital Partners, L.P..