STAFFORD CAPITAL PARTNERS INC.

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/08/2024
Adviser Type - Large advisory firm
Number of Employees 17 -10.53%
of those in investment advisory functions 14 16.67%
Registration SEC, Approved, 6/5/2014
AUM* 1,561,680,494 5.59%
of that, discretionary 1,561,680,494 5.59%
Private Fund GAV* 1,241,099,274 -23.71%
Avg Account Size 65,070,021 5.59%
SMA’s No
Private Funds 18 4
Contact Info (51 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 1B 845M 634M 423M 211M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count18 GAV$1,241,099,274

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser LGK ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.2b AUM2.6b #Funds17
Adviser AKSIA CA LLC Hedge Fund- Liquidity Fund- Private Equity Fund329.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV329.0m AUM1.9b #Funds2
Adviser ARIEL ALTERNATIVES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.6b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.6b #Funds3
Adviser REVELATION CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund319.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund472.3m Other Fund- Total Private Fund GAV1.3b AUM1.6b #Funds6
Adviser LIONTREE INVESTMENT MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.5b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.5b AUM1.5b #Funds4
Adviser BPGC MANAGEMENT LP Hedge Fund- Liquidity Fund- Private Equity Fund85.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV85.8m AUM1.3b #Funds1
Adviser OPENGATE CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.2b AUM1.5b #Funds10
Adviser MADISON RIVER CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund176.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV176.6m AUM1.3b #Funds2
Adviser ALIGN CAPITAL PARTNERS, LP Hedge Fund- Liquidity Fund- Private Equity Fund868.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV868.7m AUM1.6b #Funds7
Adviser EDGE NATURAL RESOURCES LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.0b AUM1.2b #Funds3

Brochure Summary

Overview

Who we are Stafford Capital Partners Inc. (referred to as “we,” “our,” “us,” or “Stafford US”) became registered as an investment advisor with the Securities and Exchange Commission in June 2014. Stafford US is fully owned by Stafford Capital Partners Pty Limited (“Stafford Aus”), which is an Australian Financial Services Licensee. Our Directors are Angus Whiteley (London), David Lindsay (London) and Rick Fratus (Austin).
Services we offer We serve as the investment advisor to pooled investment vehicles and a small number of separate account mandates or "funds-of-one" (singularly, the “Fund”; collectively, the “Funds”).
Investments
for the Funds are tailored to comply with the investment guidelines disclosed in the offering materials for each Fund. Each potential investor in the Funds receives a complete set of offering materials with detailed information regarding investment objective and investment style prior to investing. Mandate investors are involved in the structuring and determination of the investment strategy, and receive copies of all legal documentation.
Assets under management We have $1,561,680,494 in discretionary assets under management as of June 30, 2023. We do not manage any assets on a non-discretionary basis.