Standard Investments LLC

RIASEC Registered
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 privately held investment manager that combines hedge fund, private equity, venture capital and real estate strategies under a single organizational umbrella. The firm is registered with the SEC and has been an SEC-registered adviser since 2012. Its client mix spans high-net-worth individuals and families as well as institutional investors, and it charges fees that include a percentage of assets under management alongside other fee arrangements. The firm provides portfolio management for individual and small-business clients, pooled investment vehicles, and institutional/business clients, and it also engages in selecting sub‑advisers. On the operational side, Standard Investments functions in sponsor and general partner roles and can act as a CPO/CTA and managing member of pooled vehicles, indicating direct involvement in structuring and running private investment vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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