Stafford Capital Partners Inc.

RIASEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$77.6M
Accounts
23
Employees
15
Advisory reps
10

Firm details

Headquarters
Austin, Texas
CRD number
171419
Registered since
June 5, 2014
Custodians
PERPETUAL TRUSTEE COMPANY LIMITED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles78.7%
  • Other20.95%
  • Sovereign Wealth Funds0.36%
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 manager that mainly serves institutional investors. The firm is SEC-registered (since 2014) and organized as a corporation with ownership ties described as both foreign entity and individual stakeholders. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions; it also functions in sponsor/GP and managing-member roles for pooled vehicles. The firm charges a mix of percentage-of-assets and performance-based fees. It reports not being an active ESG investor, and it is not registered as a multi-state or newly formed adviser. Client relationships are oriented toward institutions rather than retail households.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 96%, Other 3%96%
  • Private Funds96%
  • Other3%

Owners & executives

3 of 3
  • Angus Whiteley

    Angus Whiteley

    Chief Executive OfficerCRD 6749057

  • Victoria Sherliker

    Victoria Sherliker

    Chief Compliance OfficerCRD 7816931

  • David Lindsay

    David Lindsay

    Chief Investment OfficerCRD 7816932

Contacts

3 of 7
  • Rick Fratus

    Rick Fratus

    Managing PartnerCRD 5115264

  • Jerry Mahon

    Vice President, Portfolio ManagementCRD 7142680

  • Miguel Fabra-Crespo

    Miguel Fabra-Crespo

    Investment ManagerCRD 7143492

Unlock 4 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth