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STAFFORD CAPITAL PARTNERS LIMITED

CRD 168133File 801-78750
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.75B
Top 25% of cohort (national)
Discretionary AUM
$6.50B
Non-discretionary $246.5M
Clients
29
32 accounts
Employees
43

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Dec 12, 2013
Principal office
17 SLINGSBY PLACE, 2ND FLOOR, LONDON, WC2E 9AB
Phone
+44-203-988-5796

Assets & accounts

ADV Item 5F
Total regulatory AUM
$6.75B
Discretionary AUM
$6.50B
Non-discretionary AUM
$246.5M
Discretionary accounts
31
Non-discretionary accounts
1
Total accounts
32
AUM per client
$232.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisersFewer than 5$246.5M
Pooled investment vehicles28$6.50B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
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

DateFieldFromToChange
Apr 1, 2026Employees5443decreased by11
Apr 1, 2026Clients3529decreased by6
Apr 1, 2026AUM$6,470,312,037$6,749,571,078increased by$279,259,041
Apr 1, 2026Accounts3532decreased by3
May 1, 2025
vs Oct 1, 2022
Employees4554increased by9
May 1, 2025
vs Oct 1, 2022
Clients2835increased by7
May 1, 2025
vs Oct 1, 2022
AUM$3,246,360,365$6,470,312,037increased by$3,223,951,672
May 1, 2025
vs Oct 1, 2022
Accounts2835increased by7
Apr 1, 2022Employees4445increased by1
Apr 1, 2022Clients2728increased by1
Apr 1, 2022AUM$3,106,318,706$3,246,360,365increased by$140,041,659
Apr 1, 2022Accounts2728increased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “STAFFORD CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STAFFORD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.