Stafford Capital Partners Inc. (Austin)
Stafford Capital Partners Inc. is a large advisory firm based in Austin. It manages $412.75 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Massachusetts, and Texas.
Stafford Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Stafford Capital Partners: assets under management
The assets under management (AUM) of Stafford Capital Partners Inc. is $412.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and $128.78 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Stafford Capital Partners Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Ian George Deas serves?
The only and largest group of clients of Ian George Deas is pooled investment vehicles with 12 clients and $412.75 million of assets under management. Among the 11 most similar advisory firms, Stafford Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $412.75 million for 12 clients. 18% of the firm’s clients are foreign persons or businesses.
Stafford Capital Partners also advises several private funds. Namely, ten private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $35,000,000.
Careers at Stafford Capital Partners Inc.
The company employs 16 people that are either part- or full-time employees. 81 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ian George Deas has been acting as President since 1 Oct 2010. Norman Family Trust joined the executive team most recently as the Shareholder.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 6 indirect owners.Based in Austin
The principal office where Stafford Capital Partners Inc. performs its advisory services is located at 1717 West 6 Th Street, Suite 234, Austin, TX 78703, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (512) 368-9336. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at staffordcp.com and its LinkedIn profile.
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