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 Legal and Compliance Team at Stamos Capital Partners, L.P. is responsible for ensuring that the firm adheres to all relevant regulatory requirements and legal standards. This team oversees compliance with investment regulations, manages legal risks, and provides guidance on contractual matters and client agreements, thereby safeguarding the firm's integrity and supporting its mission to build and preserve wealth for its clients.

Legal and Compliance Team

Investment and Financial Analysis Team

Leadership Team

Legal and Compliance Team

About

Team members

Other teams at Stamos Capital Partners, L.P.

Investment and Financial Analysis Team

Leadership Team