Investment adviser · CRD 134660
STAMOS CAPITAL PARTNERS, L.P.
Investment adviser filing (IA)
MENLO PARK, CA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $7.64B Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $4,826,055,138 | 63.2% |
| Pooled investment vehicles | 13 | $2,755,709,661 | 36.1% |
| Charities | Fewer than 5 | $54,733,301 | 0.7% |
| High-net-worth individuals | 26 | $0 | 0.0% |
Filing source
Form ADV 2076070 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
SCP ENDOWMENT FUND, L.P.Hedge Fund · Last reported Mar 24, 2026$1.1BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
CHARLES SCHWAB & CO., INC.
SEC 8-16514
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-7315366061
- Reported beneficial owners
- 59
- Minimum commitment
- $1M
- Form D file number
- 021-113857
Form ADV 2076070 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SCP ALPHA OMEGA LONG/SHORT FUND, L.P.Hedge Fund · Last reported Mar 24, 2026$319MGross asset value
Form D fundraising filings
SCP Alpha Omega Long/Short Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
CHARLES SCHWAB & CO., INC.
SEC 8-16514
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-4693096499
- Reported beneficial owners
- 155
- Minimum commitment
- $250K
- Form D file number
- 021-78249
Form ADV 2076070 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SCP MASTERS EQUITY HEDGE FUND, L.P.Hedge Fund · Last reported Mar 24, 2026$234MGross asset value
Form D fundraising filings
SCP Masters Equity Hedge Fund, L.P.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-9127892484
- Reported beneficial owners
- 60
- Minimum commitment
- $250K
- Form D file number
- 021-99421
Form ADV 2076070 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SCP PRIVATE CAPITAL FUND III, L.P.Private Equity Fund · Last reported Mar 24, 2026$173MGross asset value
Form D fundraising filings
SCP Private Capital Fund III, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-2352899915
- Reported beneficial owners
- 79
- Minimum commitment
- $5M
- Form D file number
- 021-260469
Form ADV 2076070 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SCP ALPHA OMEGA DIVIDEND VALUE PAYER FUND, L.P.Hedge Fund · Last reported Mar 24, 2026$152MGross asset value
Form D fundraising filings
SCP Alpha Omega Dividend Value Payer Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-9726525177
- Reported beneficial owners
- 157
- Minimum commitment
- $250K
- Form D file number
- 021-395923
Form ADV 2076070 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SCP MASTERS ABSOLUTE RETURN FUND, L.P.Hedge Fund · Last reported Mar 24, 2026$150MGross asset value
Form D fundraising filings
SCP Masters Absolute Return Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-9722820812
- Reported beneficial owners
- 60
- Minimum commitment
- $250K
- Form D file number
- 021-395921
Form ADV 2076070 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SCP ALPHA OMEGA GLOBAL SELECT FUND, L.P.Hedge Fund · Last reported Mar 24, 2026$125MGross asset value
Form D fundraising filings
SCP Alpha Omega Global Select Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-2963312063
- Reported beneficial owners
- 149
- Minimum commitment
- $250K
- Form D file number
- 021-545634
Form ADV 2076070 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
2498 SAND HILL ROADMENLO PARK, CA, 94025, United States
CRD 134660
Filing source
Form ADV 2076070 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.