Stafford Private Equity Inc. is a large advisory firm based in Austin. It manages $371.32 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Massachusetts, and Texas.
Stafford Private Equity 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.
The assets under management (AUM) of Stafford Private Equity Inc. is $371.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stafford Private Equity Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ian George Deas has been acting as President since 1 Oct 2010. Rick John Fratus joined the executive team most recently as the Director.
The principal office where Stafford Private Equity Inc. performs its advisory services is located at 600 Congress Ave., 14 Th Floor, Austin, TX 78701, 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.