STANLEY CAPITAL MANAGEMENT, LLC
STANLEY CAPITAL MANAGEMENT LLC Legal Name
Adviser information for STANLEY CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $454.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $454.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $454.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based fees |
Identifiers
| SEC RIA File Number | 801-110802 |
|---|---|
| SEC ERA File Number | 801-110802 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156468 |
| Legal Entity Identifier | None |
Principal Office
3200 SOUTHWEST FREEWAYSUITE 3140
HOUSTON
TX
United States
Monday - Friday, 8AM - 5PM
Tel: 713-900-3200, Fax: None
Chief Compliance Officer
BRET STANLEY
3200 SOUTHWEST FREEWAY
SUITE 3140
HOUSTON
TX
United States
Tel:
713-900-3200
B***@*************M
(Full email address available in API data)
Industry Affiliates
| STANLEY PARTNERS GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| STANLEY PARTNERS FUND, LP | Hedge Fund | $454.7M | $1.0M | 115 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STANLEY, BRET, WILSON | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2011 | < 5% |
| STANLEY CAPITAL HOLDINGS, LP | Domestic Entity | – | SOLE MEMBER | 08/2015 | > 75% |
| STANLEY, BRET, WILSON | Individual | STANLEY FAMILY HOLDINGS GP LLC | MANAGER | 08/2015 | |
| STANLEY CAPITAL HOLDING GP LLC | Domestic Entity | STANLEY CAPITAL HOLDINGS LP | GENERAL PARTNER | 07/2015 | |
| STANLEY FAMILY HOLDINGS LP | Domestic Entity | STANLEY CAPITAL HOLDINGS LP | LIMITED PARTNER | 09/2015 | 25-50% |
| STANLEY FAMILY HOLDINGS GP LLC | Domestic Entity | STANLEY FAMILY HOLDINGS LP | GENERAL PARTNER | 08/2015 | |
| BWS FAMILY NON-EXEMPT TRUST | Domestic Entity | STANLEY FAMILY HOLDINGS LP | LIMITED PARTNER | 10/2021 | > 75% |
| STANLEY, BRET, WILSON | Individual | STANLEY CAPITAL HOLDING GP LLC | MANAGER | 08/2015 | |
| STANLEY, BRET, WILSON | Individual | STANLEY CAPITAL HOLDING GP LLC | MEMBER | 08/2015 | 50-75% |
| STANLEY, BRET, WILSON | Individual | STANLEY FAMILY HOLDINGS GP LLC | MEMBER | 08/2015 | > 75% |
| STANLEY, JUDITH, R | Individual | STANLEY CAPITAL HOLDING GP LLC | MEMBER | 08/2015 | 50-75% |
| STANLEY, JUDITH, R | Individual | BWS FAMILY NON-EXEMPT TRUST | TRUSTEE | 09/2015 |