{"url":"https://nivawealth.com/firms/stanhope-capital-162512","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/162512","regulatoryAum":15695380510,"crd":"162512","secFileNumber":"801-120807","legalName":"Stanhope Capital, LLP","displayName":"Stanhope Capital","website":"http://www.stanhopecapital.com","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"35 Portman Square","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"W1H 6LR"},"tradeNames":[],"registration":{"secApproved":"15 April 2021","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":64,"advisory":41,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":4256323878,"discretionaryAccounts":125,"nonDiscretionary":11439056632,"nonDiscretionaryAccounts":57,"wrapProgram":null,"nonUsClientsPct":99,"nonAumClients":182},"clientTypes":[{"label":"High-net-worth individuals","clients":108,"regulatoryAum":3759439111},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":19822176},{"label":"Charitable organizations","clients":42,"regulatoryAum":6213981380},{"label":"Corporations and other businesses","clients":19,"regulatoryAum":3056268368},{"label":"Other","clients":11,"regulatoryAum":2645869475}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Stanhope Capital has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Daniel Pinto","title":"Chief Executive Officer","crd":"5079267"},{"name":"Christopher Shelley","title":"Chief Financial Officer","crd":"7522271"},{"name":"Danny Brower","title":"Chief Legal Officer and Chief Compliance Officer","crd":"5070898"},{"name":"Jonathan Bell","title":"Chief Investment Officer","crd":"6040494"},{"name":"Ivo Coulson","title":"Head of Investment Portfolio","crd":"5082418"}],"ownership":[{"label":"Corient Management Limited","detail":"Controller in the 75% or more ownership band and a control person, since July 2017."},{"label":"Corient (corporate Member) LTD","detail":"Controller in the 75% or more ownership band, since December 2017."},{"label":"Stanhope Capital Switzerland Sa","detail":"Indirect owner: a sole shareholder of Stanhope Capital Investment Management Sarl in the 75% or more band and a control person, since August 2024.","parent":"Stanhope Capital Investment Management Sarl"},{"label":"Stanhope Capital Group Sa","detail":"Indirect owner: a controller of Stanhope Capital Switzerland Sa in the 75% or more band and a control person, since February 2021.","parent":"Stanhope Capital Switzerland Sa"},{"label":"Stanhope Capital Investment Management Sarl","detail":"Indirect owner: a controller of Corient Management Limited in the 75% or more band and a control person, since August 2024.","parent":"Corient Management Limited"},{"label":"MC Accelerate Aggregator, 1 LLC (us)","detail":"Indirect owner: a shareholder of Corient Global Holdco Limited (uk) in the 75% or more band and a control person, since October 2025.","parent":"Corient Global Holdco Limited (uk)"},{"label":"Corient International Acquisionco Limited (uk)","detail":"Indirect owner: a shareholder of Stanhope Capital Group Sa in the 75% or more band and a control person, since June 2026.","parent":"Stanhope Capital Group Sa"},{"label":"Corient International Holdings Limited (uk)","detail":"Indirect owner: a shareholder of Corient International Acquisionco Limited (uk) in the 75% or more band and a control person, since January 2026.","parent":"Corient International Acquisionco Limited (uk)"},{"label":"Corient Global Holdco Limited (uk)","detail":"Indirect owner: a shareholder of Corient International Holdings Limited (uk) in the 75% or more band and a control person, since June 2026.","parent":"Corient International Holdings Limited (uk)"},{"label":"MC Cif Wealth Managment (uk) Limited","detail":"Indirect owner: member of MC Accelerate Aggregator, 1 LLC (us) and a control person, since August 2025. Also a shareholder of Ci Financial Holdings LTD (uk) in the 75% or more band and a control person, since February 2025.","parent":"MC Accelerate Aggregator, 1 LLC (us)"},{"label":"MC Accelerate Holdings LP (uk)","detail":"Indirect owner: a shareholder of MC Cif Wealth Managment (uk) Limited in the 75% or more band and a control person, since August 2025.","parent":"MC Cif Wealth Managment (uk) Limited"},{"label":"MC Accelerate Co-Invest GP, LLC (cay)","detail":"Indirect owner: general partner of MC Accelerate Holdings LP (uk) and a control person, since October 2025. Also general partner of MC Accelerate Co-Invest LP (uk) and a control person, since September 2025.","parent":"MC Accelerate Holdings LP (uk)"},{"label":"MC Manager Holdco Cif (uk) LTD","detail":"Indirect owner: a shareholder of MC Cif Wealth Managment Holdings (uk) LTD in the 75% or more band and a control person, since May 2025.","parent":"MC Cif Wealth Managment Holdings (uk) LTD"},{"label":"Mubadala Capital LP (uk)","detail":"Indirect owner: a shareholder of MC Manager Holdco Cif (uk) LTD in the 75% or more band and a control person, since May 2025.","parent":"MC Manager Holdco Cif (uk) LTD"},{"label":"Mubadala Capital GP LLC (cay)","detail":"Indirect owner: general partner of Mubadala Capital LP (uk) and a control person, since December 2024.","parent":"Mubadala Capital LP (uk)"},{"label":"Mubadala Capital LLC (uae)","detail":"Indirect owner: a shareholder of MDC Capital Management LLC in the 75% or more band and a control person, since July 2021.","parent":"MDC Capital Management LLC"},{"label":"Mamoura Diviersified Global Holding PJSC (uae)","detail":"Indirect owner: a shareholder of Mubadala Capital LLC (uae) in the 75% or more band and a control person, since July 2019.","parent":"Mubadala Capital LLC (uae)"},{"label":"Mubadala Investment Company PJSC (uae)","detail":"Indirect owner: a shareholder of Mamoura Diviersified Global Holding PJSC (uae) in the 75% or more band and a control person, since January 2017.","parent":"Mamoura Diviersified Global Holding PJSC (uae)"},{"label":"Government of the Emirate of Abu Dhabi","detail":"Indirect owner: a shareholder of Mubadala Investment Company PJSC (uae) in the 75% or more band and a control person, since January 2017.","parent":"Mubadala Investment Company PJSC (uae)"},{"label":"MDC Capital Management LLC","detail":"Indirect owner: a shareholder of Mubadala Capital LP (uk) in the 75% or more band and a control person, since December 2024.","parent":"Mubadala Capital LP (uk)"},{"label":"MC Cif Wealth Managment Holdings (uk) LTD","detail":"Indirect owner: a shareholder of Ci Financial Holdings LTD (uk) in the 75% or more band and a control person, since July 2025.","parent":"Ci Financial Holdings LTD (uk)"},{"label":"MC Accelerate Co-Invest LP (uk)","detail":"Indirect owner: a shareholder of MC Accelerate Holdings LP (uk) in the 75% or more band and a control person, since July 2025.","parent":"MC Accelerate Holdings LP (uk)"},{"label":"Ci Financial Holdings LTD (uk)","detail":"Indirect owner: a member of MC Accelerate Aggregator, 1 LLC (us) in the 75% or more band and a control person, since August 2025.","parent":"MC Accelerate Aggregator, 1 LLC (us)"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442077251800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"Sovereign bonds","percent":3},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":46},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":20,"detail":"Physical Gold and Crypto Currencies Are Included in Other"}],"privateFunds":2},"sources":{"adv1FilingDate":"17 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/162512/PDF/162512.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stanhope Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stanhope Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Stanhope Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stanhope Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stanhope Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stanhope Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}