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Stanhope Capital

SEC-registered adviser since 2021London, United KingdomCRD 162512

$15.7B
AUM
182
Clients
See fees
Fee
41
Advisory staff

From Form ADV filed 17 July 2026 · data retrieved 15 October 2026SEC record

Stanhope Capital is an investment adviser headquartered in London, United Kingdom, and registered with the SEC since 2021. Its clients include charitable organizations, high-net-worth individuals, and corporations and other businesses. High-net-worth individuals account for 24% of its regulatory assets under management.

Its services include portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Corient Management Limited owns 75% or more of Stanhope Capital, and Daniel Pinto is its CEO.

Clients

Stanhope Capital serves 182 clients, 108 of them high-net-worth individuals. The average client has about $86 million with the firm, and high-net-worth clients hold 24% of its $15.7 billion in assets.

Regulatory assets by client type
  • High-net-worth individuals108 clients24%
  • Charitable organizations42 clients40%
  • Corporations and other businesses19 clients19%
  • Other11 clients17%
  • Pooled investment vehicles2 clients0%
Show client breakdown
High-net-worth individuals
Clients
108
Regulatory AUM
$3,759,439,111
Share
24.0%
Avg. per client
$34.8M
Pooled investment vehicles
Clients
2
Regulatory AUM
$19,822,176
Share
0.1%
Avg. per client
$9.91M
Charitable organizations
Clients
42
Regulatory AUM
$6,213,981,380
Share
39.6%
Avg. per client
$148.0M
Corporations and other businesses
Clients
19
Regulatory AUM
$3,056,268,368
Share
19.5%
Avg. per client
$160.9M
Other
Clients
11
Regulatory AUM
$2,645,869,475
Share
16.9%
Avg. per client
$240.5M

Total

Clients
182
Regulatory AUM
$15,695,380,510
Share
100%
Avg. per client
$86.2M

What it does

Stanhope Capital provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, publishing newsletters and educational seminars. It is paid through a percentage of assets, fixed fees and performance-based fees.

Stanhope Capital advises 2 private funds.

27.1% of assets ($4.26B across 125 accounts) are managed with discretion; $11.44B across 57 accounts are not. 99% of clients are outside the U.S., and 182 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks23%
  • Funds46%
  • Bonds6%
    • Sovereign bonds3%
    • Investment grade corporate bonds3%
  • Cash5%
  • Other20%
    • Physical gold and crypto currencies are included in other20%

Custodians

Stanhope Capital has custody of client assets.

Managed account assets by custodian
  • All other custodians$15.70B100%

Ownership and leadership

Corient Management Limited owns 75% or more of Stanhope Capital, and Daniel Pinto is its CEO.

Who owns the firm
Stanhope Capital, LLP· the adviser

  • Corient Management Limited

    Control person · since July 2017

    Owns 75% or more of Stanhope Capital, LLP

  • Corient (corporate Member) LTD

    since December 2017

    Owns 75% or more of Stanhope Capital, LLP

Leadership

  • Daniel Pinto
    Chief Executive Officer
  • Christopher Shelley
    Chief Financial Officer
  • Danny Brower
    Chief Legal Officer and Chief Compliance Officer
  • Jonathan Bell
    Chief Investment Officer
  • Ivo Coulson
    Head of Investment Portfolio

Staff

  • 64 employees
  • 41 in advisory functions

Fees

Stanhope Capital is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Stanhope Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Stanhope Capital has 0 offices, with 1 listed address with no US state reported.

Registration details

Legal name
Stanhope Capital, LLP
Headquarters
35 Portman Square, London, United Kingdom W1H 6LR
Phone
442077251800
Website
www.stanhopecapital.com
SEC file
801-120807
Structure
limited liability partnership organized in United Kingdom
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Stanhope Capital have?

Stanhope Capital has 182 clients and manages $15.7 billion for them, as of July 2026. They include 108 high-net-worth individuals, 42 charitable organizations and 19 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026

What services does Stanhope Capital offer?

Stanhope Capital provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, publishing newsletters and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Stanhope Capital have?

Stanhope Capital has 0 investment adviser representatives registered with state securities authorities, out of 64 employees, and 41 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Stanhope Capital invest in?

At the end of its last fiscal year, Stanhope Capital’s separately managed accounts held 46% pooled vehicles (private funds and similar), 23% exchange-traded equities, 20% physical gold and crypto currencies are included in other, 5% cash and equivalents, 3% sovereign bonds and 3% investment grade corporate bonds. It advises 2 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Stanhope Capital?

Stanhope Capital is owned through a chain of holding companies by Government of the Emirate of Abu Dhabi and MC Accelerate Co-Invest LP (uk). Its direct owners are Corient Management Limited (75% or more) and Corient (corporate Member) LTD (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026

How does Stanhope Capital get paid?

Stanhope Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 17 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 162512.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Stanhope Capital, LLP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.