Stafford Private Equity Inc.

Stafford Private Equity Inc. (CRD# 171419) is a financial advisory firm headquartered in Larkspur, CA. They manage $371,321,726 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $33,756,521
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, TX

Financial Advisors at Stafford Private Equity Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Rick J. Fratus
CRD#: 5115264
Austin, TX
93
Wealthminder
score

Rick Fratus (CRD# 5115264) is an Investment Advisor Representative working at Stafford Private Equity Inc. in Austin, TX and has over 10 years of experience in the finance industry.

2
Charles C. White
CRD#: 2843457
1907 Rue De Saint Tropez, Austin, TX 78746
93
Wealthminder
score

Charles White (CRD# 2843457) is an Investment Advisor Representative working at Stafford Private Equity Inc. in Austin, TX and has over 19 years of experience in the finance industry.

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