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Stanfield Capital Partners LLC (New York)


Stanfield Capital Partners LLC is a large advisory firm based in New York. It manages $5.25 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001.

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Stanfield Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stanfield Capital Partners: assets under management

The assets under management (AUM) of Stanfield Capital Partners LLC is $5.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.25 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $327.95 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stanfield Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nac Re Corporation 100% owner 1 Jun 1985 75% - 100% 13-3297840
Xl Insurance Ltd. 100% owner 1 Nov 1987 75% - 100% foreign entity
Xl Insurance Ltd. (Bermuda) 100% owner 1 Nov 1987 75% - 100% foreign entity
Xl Insurance (Bermuda) Ltd. 100% owner 1 Nov 1987 75% - 100% foreign entity
Exel Holdings Limited 100% owner 1 Jan 1990 75% - 100% foreign entity
Inc. X.L. America 100% owner 1 Oct 1997 75% - 100% 06-1516268
Inc. Xl America 100% owner 1 Oct 1997 75% - 100% 06-1516268
Xl Capital Ltd. 100% owner 1 Mar 1998 75% - 100% 98-0191089
X.L. Holdings (Barbados) Ltd. 100% owner 1 May 1998 75% - 100% foreign entity
Xl Financial Holdings (Ireland) Limited Shareholder 1 Apr 2005 75% - 100% foreign entity

Based in New York

The principal office where Stanfield Capital Partners LLC performs its advisory services is located at 430 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-891-9600 or by fax 212-891-9625. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.stanfieldcp.com.


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