STAFFORD CAPITAL PARTNERS INC.

UUID34759cfa-7eb2-5809-b19c-00a69a632049

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	171419	171419	—	1.0
sec_file_number	801-79741	801-79741	—	—

HQ CityAUSTIN

HQ StateTX

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2024-10-09 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
Carbonatto, Genevieve, Marie Marguerite	DIRECTOR	OFFICER	—	{"filing_id": "2016483", "owner_id": "6566611", "source": "adv_part1", "table": "Schedule_A_B"}
FRATUS, RICK, JOHN	DIRECTOR	OFFICER	—	{"filing_id": "2016483", "owner_id": "5115264", "source": "adv_part1", "table": "Schedule_A_B"}
Lindsay, David, Boyd	DIRECTOR	OFFICER	—	{"filing_id": "2016483", "owner_id": "7816932", "source": "adv_part1", "table": "Schedule_A_B"}
NORMAN FAMILY TRUST	SHAREHOLDER	OFFICER	—	{"filing_id": "2016483", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NORMAN, GEOFFREY, ROBERT	BENEFICIARY	OFFICER	—	{"filing_id": "2016483", "owner_id": "6334070", "source": "adv_part1", "table": "Schedule_A_B"}
STAFFORD CAPITAL PARTNERS HOLDING PTY LIMITED	SHAREHOLDER	OFFICER	—	{"filing_id": "2016483", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
STAFFORD CAPITAL PARTNERS PTY LIMITED	SHAREHOLDER	OFFICER	—	{"filing_id": "2016483", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Whiteley, Angus	DIRECTOR	OFFICER	—	{"filing_id": "2016483", "owner_id": "6749057", "source": "adv_part1", "table": "Schedule_A_B"}
NMAE PTY LIMITED	TRUSTEE	EMPLOYEE	—	{"filing_id": "2016483", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Sherliker, Victoria, Louise	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2016483", "owner_id": "7816931", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.