Stafford Capital Partners Limited
- Regulatory AUM
- $6.7B
- Discretionary
- $6.5B
- Clients
- 29
- Avg AUM / client
- $233M
- Accounts
- 32
- Employees
- 43
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 28 | $6.5B | 96.3% |
| Other investment advisers | 1 | $246M | 3.65% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stafford International Timberland Fund X Scsp | Real Estate Fund | Luxembourg | $642M | 5 |
| Stafford International Timberland Viii Fund (Us) L.P. | Real Estate Fund | Delaware | $308M | 7 |
| Stafford Timberland Co Investment Iii, Lp master | Real Estate Fund | Delaware | $264M | 6 |
| Stafford Elm Lp master | Real Estate Fund | Delaware | $255M | 8 |
| Stafford Infrastructure Secondaries Fund Iv (Us) Lp | Real Estate Fund | Delaware | $135M | 2 |
| Stafford Shiloh L.P. | Real Estate Fund | Delaware | $132M | 6 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carbonatto, Genevieve, Marie Marguerite | Director | Mar 2010 (16y) | 75% or more of Nmae Pty Limited (indirect) | |
| Norman, Geoffrey, Robert | Beneficiary | Mar 2010 (16y) | ≈ 7.03% – 37.5% via Norman Family Trust | |
| Whiteley, Angus, Oliver | Chief Executive Officer | Oct 2014 (12y) | Less than 5% | |
| Lindsay, David, Boyd | Chief Investment Officer | Sep 2023 (3y) | Less than 5% | |
| Sherliker, Victoria, Louise | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Eric Romulo Rama | Registered representative | CFA | Oct 2021 (5y) | |
| Jay Warner Peay | Registered representative | Nov 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stafford Capital Partners (Guernsey) Limited | Shareholder | Nov 2018 | A | 75% or more |
| Stafford Capital Partners Holdings Pty Limited | Shareholder | Nov 2018 | B | ≈ 56.25% – 100% via Stafford Capital Partners (Guernsey) Limited |
| Norman Family Trust | Shareholder | Nov 2018 | B | ≈ 14.06% – 50% via Stafford Capital Partners Holdings Pty Limited |
| Nmae Pty Limited | Trustee | Aug 2012 | B | GP / trustee / elected manager of Norman Family Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Norman, Geoffrey, Robert: 50% – 75% of Norman Family Trust × 25% – 50% of Stafford Capital Partners Holdings Pty Limited × 75% – 100% of Stafford Capital Partners (Guernsey) Limited × 75% – 100% direct ≈ 7.03% – 37.5% of the firm
- Stafford Capital Partners Holdings Pty Limited: 75% – 100% of Stafford Capital Partners (Guernsey) Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Norman Family Trust: 25% – 50% of Stafford Capital Partners Holdings Pty Limited × 75% – 100% of Stafford Capital Partners (Guernsey) Limited × 75% – 100% direct ≈ 14.06% – 50% 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 (6, $1.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stafford International Timberland Fund X Scsp | Real Estate Fund | $642M | $5.0M | 5 |
| Stafford International Timberland Viii Fund (Us) L.P. | Real Estate Fund | $308M | $5.0M | 7 |
| Stafford Timberland Co Investment Iii, Lp | Real Estate Fund | $264M | $5.0M | 6 |
| Stafford Elm Lp | Real Estate Fund | $255M | $5.0M | 8 |
| Stafford Infrastructure Secondaries Fund Iv (Us) Lp | Real Estate Fund | $135M | $5.0M | 2 |
| Stafford Shiloh L.P. | Real Estate Fund | $132M | $5.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.15 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗