Stamos Capital Partners, L.P. is an independent, privately owned investment management firm. Our primary mission is to serve high-net-worth individuals, family offices, private foundations, endowments, trusts, and other clients that share our firm’s core values. The Firm seeks to preserve and build wealth for its clients and investors through an endowment-style approach that utilizes a diversified, global asset allocation intended to achieve attractive, long-term returns.

Finance

Hedge Funds

Investment Management

Stamos Capital Partners, L.P.

Peter S Stamos

Diane Murphy

Kim Tomsen

Helena Thompson

Jeff Soukup

Christina Ho

The Investment and Financial Analysis Team at Stamos Capital Partners, L.P. is responsible for conducting thorough financial research, evaluating potential investment opportunities, and monitoring the performance of existing assets across a diversified, global portfolio. Their objective is to provide in-depth analysis and strategic recommendations to support the firm's endowment-style investment approach and ensure optimal returns for high-net-worth individuals, family offices, and institutional clients.

Investment and Financial Analysis Team

Leadership Team

Legal and Compliance Team

Investment and Financial Analysis Team

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Team members

Other teams at Stamos Capital Partners, L.P.

Leadership Team

Legal and Compliance Team