STAFFORD CAPITAL PARTNERS INC.

RIASEC RegisteredEst. 2014

Total AUM

$1.7B

Discretionary

$1.7B

99% of AUM

Avg account

$71.7M

Accounts

24

Employees

15

Advisory reps

10

Firm details

Headquarters: AUSTIN, Texas
CRD number: 171419
Registered since: June 5, 2014
Website: www.staffordcp.com
Custodians: PERPETUAL TRUSTEE COMPANY LIMITED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles77.75%
Other21.73%
Sovereign Wealth Funds0.52%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stafford Capital Partners Inc. operates as a private equity fund, focusing on portfolio management for pooled investment vehicles and institutional clients. Established in 2014, the firm is structured as a corporation and is recognized for its investment activities in alternative assets, particularly private equity and venture capital. The firm does not engage in ESG investing and primarily serves institutional clients, employing a fee structure that includes a percentage of assets under management and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds96%
Other3%

Owners & executives

3 of 3

Angus Whiteley
Chief Executive OfficerCRD 6749057
Victoria Sherliker
Chief Compliance OfficerCRD 7816931
David Lindsay
Chief Investment OfficerCRD 7816932

Contacts

3 of 7

Eric Rama
Vice PresidentCRD 7182085
Ashley Arndt
Vice PresidentCRD 7143552
Jerry Mahon
Vice President, Portfolio ManagementCRD 7142680

Unlock 4 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region: South
County: TRAVIS
Address: 1717 W 6th St
Time zone: CT (UTC-6)
Office locations

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