Stamos Capital Partners, L.P.
Stamos Capital Partners, L.P. is a California-based private investment management and advisory firm founded in 2002. Headquartered in Menlo Park, it employs an endowment-style investment approach and primarily serves high net worth individuals and institutional clients. The firm is led by Peter S. Stamos and has a team with backgrounds in major financial institutions and consulting. Employee count is not explicitly stated, but the firm has at least several partners and directors.
Investment Strategy
Stamos Capital Partners utilizes an endowment-style investment model, allocating capital globally across a broad range of asset classes including fixed income, absolute return, public equity, private equity, and real assets. The strategy is guided by capital preservation and long-term wealth creation, seeking diversified exposures and risk mitigation akin to large university endowments. The firm’s philosophy prioritizes partnership with investors, with interests aligned to focus on both performance and preservation, coupled with a macroeconomic perspective to inform portfolio construction.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 8.62% | $48.1M | 484,432 | $97.46 | $99.20 | -$17.1M |
M MRK | MERCK & CO INC | 3.22% | $18.0M | 226,905 | $86.96 | $79.16 | +$7.7M |
X XOM | EXXON MOBIL CORP | 3.17% | $17.7M | 164,172 | $94.26 | $107.80 | +$9.4M |
U UNH | UNITEDHEALTH GROUP INC | 3.16% | $17.6M | 56,390 | $350.86 | $311.97 | +$11.4M |
C CVX | CHEVRON CORP NEW | 2.80% | $15.6M | 109,055 | $132.75 | $143.19 | +$7.3M |