STAMOS CAPITAL PARTNERS, L.P.

CRD 134660File 801-64360

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$7.64B

Top 10% of cohort (national)

Discretionary AUM

$4.31B

Non-discretionary $3.32B

Clients

17 accounts

Employees

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: SFRO
Registration date: Jun 8, 2005
Principal office: 2498 SAND HILL ROAD, MENLO PARK, CA, 94025
Phone: 650-233-5000
Website: HTTP://WWW.LINKEDIN.COM/COMPANY/STERLING-STAMOS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.64B
Discretionary AUM: $4.31B
Non-discretionary AUM: $3.32B
Discretionary accounts: 15
Non-discretionary accounts: 2
Total accounts: 17
AUM per client: $195.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$54.7M
High net worth individuals	26	$0
Pooled investment vehicles	13	$2.76B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.