STAFFORD CAPITAL PARTNERS INC.

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Adviser Profile
As of Date 10/09/2024
Adviser Type - Large advisory firm
Number of Employees 15 -21.05%
of those in investment advisory functions 15 25.00%
Registration SEC, Approved, 06/05/2014
AUM* 1,806,223,156 22.12%
of that, discretionary 1,793,496,467 21.26%
Private Fund GAV* 866,650,083 -46.73%
Avg Account Size 72,248,926 17.24%
SMA’s No
Private Funds 18 4
Contact Info (51 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- 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$866,650,083

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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.