STANDARD INVESTMENTS LLC

RIASEC RegisteredEst. 2012
Total AUM
$5.2B
Discretionary
$5B
95% of AUM
Avg account
$373M
Accounts
14
Employees
37
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
160843
Registered since
March 27, 2012
Custodians
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles94.81%
  • HNWI2.86%
  • Charitable Organizations2.33%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Standard Investments LLC is a multi-strategy investment manager organized as an LLC and SEC-registered since 2012. The firm operates as a combined hedge fund, private equity, real estate and venture capital manager, running pooled vehicles and advising separate accounts. Its clientele includes both high-net-worth individuals and family clients as well as institutional investors. Standard Investments provides portfolio management for individuals/small businesses, pooled investment vehicles and institutions, and it also performs manager selection for third-party advisers. The firm is not positioned as an ESG-focused manager and is not described as a capital allocator. It carries multiple sponsor and operating roles for pooled vehicles — acting as a general partner, managing member and sponsor, and it has been identified as a CPO/CTA where relevant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 58%, Cash & Cash Equivalents 28%, Other 13%58%
  • Private Funds58%
  • Cash & Cash Equivalents28%
  • Other13%

Owners & executives

3 of 5
  • TUNDE REDDY

    Chief Financial OfficerCRD 4445014

  • ETHAN LEIDINGER

    Chief Operating OfficerCRD 4221922

  • DAVID MILLSTONE

    Co-CEOCRD 6025336

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Contacts

1 of 1
  • Valentina Cassata

    Senior Vice PresidentCRD 7708494

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth