Stafford Capital Partners Inc.
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 Vehicles78.7%
- Other20.95%
- Sovereign Wealth Funds0.36%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Rick Fratus
Managing PartnerCRD 5115264
Jerry Mahon
Vice President, Portfolio ManagementCRD 7142680

Miguel Fabra-Crespo
Investment ManagerCRD 7143492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Healthquest Capital Management, L.P.
RIAAustin, TX
Hoisington Investment Management Co
RIAAustin, TX
Meridian Wealth Advisors, LLC
RIAAustin, TX
Tritium Partners
RIAAustin, TX
Austin Asset
RIAAustin, TX
Adar1 Capital Management, LLC
RIAAustin, TX