Stamos Capital Partners LP

Stamos Capital Partners LP, a Delaware-based limited partnership, has 26 staff members, 10 of whom work as advisors. The firm serves 13 clients and has received SEC approval, with a registration date of June 8, 2005.

• BASIL PAUL STAMOS

  LIMITED PARTNER owns less than 5%

• CHRISTOPHER EDWARD STAMOS

  LIMITED PARTNER owns less than 5%

• COLELLA FAMILY NON-EXEMPT MARITAL DEDUCTION TRUST

  LIMITED PARTNER owns more than 5% but less than 10%

• JEFFREY TODD SOUKUP

  CHIEF FINANCIAL OFFICER/PARTNER owns more than 5% but less than 10%

• KIM A TOMSEN

  CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/PARTNER owns less than 5%

• MARK SAMUEL COLELLA

  PARTNER owns less than 5%

• PETER SPIRO STAMOS

  CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER/PARTNER owns more than 25% but less than 50%

• RON BRUCE JOHNSON

  LIMITED PARTNER owns more than 25% but less than 50%

• RONALD FRANK MARRYOTT

  PARTNER/CHIEF OPERATING OFFICER/CHIEF LEGAL OFFICER owns less than 5%

• SPIRO PETER STAMOS

  LIMITED PARTNER owns more than 5% but less than 10%

• STAMOS CAPITAL PARTNERS GP, L.L.C.

  GENERAL PARTNER owns less than 5%

• PETER SPIRO STAMOS

  MANAGING MEMBER owns 75% or more

• SAMUEL D. COLELLA

  TRUSTEE

• CHARLES SCHWAB & CO., INC.
  United States
• J.P. MORGAN SECURITIES LLC
  United States
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  United States

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