Stanhope Capital, Llp
- Regulatory AUM
- $15.7B
- Discretionary
- $4.3B
- Clients
- 182
- Avg AUM / client
- $86.2M
- Accounts
- 182
- Employees
- 64
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Asset allocation (SMA assets by investment type)
as of Jul 17, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 108 | $3.8B | 24.0% |
| Pooled investment vehicles (non-investment companies) | 2 | $19.8M | 0.13% |
| Charitable organizations | 42 | $6.2B | 39.6% |
| Corporations and other businesses | 19 | $3.1B | 19.5% |
| Other | 11 | $2.6B | 16.9% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $22.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stanhope Fund 13 | Real Estate Fund | Delaware | $13.0M | 5 |
| Stanhope Fund 14 | Venture Capital Fund | Delaware | $9.3M | 5 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bell, Jonathan, Anthony | Chief Investment Officer | Mar 2008 (18y) | Less than 5% | |
| Pinto, Daniel, Emile | Chief Executive Officer | Jan 2013 (14y) | ≈ 21.09% – 75% via Stanhope Capital Group Sa | |
| Brower, Danny, Asher | Chief Legal Officer And Chief Compliance Officer | Sep 2014 (12y) | Less than 5% | |
| Coulson, Ivo | Head Of Investment Portfolio | Mar 2017 (9y) | Less than 5% | |
| Shelley, Christopher, John | Chief Financial Officer | Jul 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stanhope Capital Management Limited (Uk) | Controller | Jul 2017 | A | 75% or more |
| Stanhope Capital (Corporate Member) Ltd | Controller | Dec 2017 | A | 75% or more |
| Stanhope Capital Switzerland Sa | Controller | Jul 2017 | B | ≈ 56.25% – 100% via Stanhope Capital Management Limited (Uk) |
| Stanhope Capital Group Sa | Controller | Feb 2021 | B | ≈ 42.19% – 100% via Stanhope Capital Switzerland Sa |
Estimated effective ownership (look-through of filed bands):
- Pinto, Daniel, Emile: 50% – 75% of Stanhope Capital Group Sa × 75% – 100% of Stanhope Capital Switzerland Sa × 75% – 100% of Stanhope Capital Management Limited (Uk) × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Stanhope Capital Switzerland Sa: 75% – 100% of Stanhope Capital Management Limited (Uk) × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Stanhope Capital Group Sa: 75% – 100% of Stanhope Capital Switzerland Sa × 75% – 100% of Stanhope Capital Management Limited (Uk) × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $22.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stanhope Fund 13 | Real Estate Fund | $13.0M | $250K | 5 |
| Stanhope Fund 14 | Venture Capital Fund | $9.3M | $250K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 2.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗