Stamos Capital Partners is an investment advisory firm that uses an endowment-style investment approach. It provides advisory services to private investment funds and high-net-worth individuals, family offices, colleges, foundations, endowments, trusts, and other clients. Stamos Capital reviews total asset allocation and wealth portfolios, making recommendations based on macroeconomic outlook, diversification, and client investment objectives. The firm also evaluates specific investments for clients and may recommend investments in its own funds.
Fee Structure
Stamos Capital Partners manages investments for private funds and other clients. The firm generally charges a management fee of up to 2% of assets under management annually, paid monthly or quarterly. Performance fees range from 5% to 20%, but may be 30% or more, of net profits, collected at the end of each fiscal year. Other clients' fees are separately negotiated and may be offset by management fees from investments in Stamos Capital funds.