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 privately held investment manager organized as an LLC and registered with the SEC in 2012. The firm operates across multiple strategies: it runs hedge, private equity, real estate and venture-capital style vehicles and also manages pooled investment vehicles. Clients include individuals and families as well as institutional investors, and the firm offers portfolio management for private clients, businesses and pooled funds. In addition to managing assets directly, Standard Investments selects and oversees third‑party advisers and serves in sponsor/GP roles for its pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Tunde Reddy

    Chief Financial OfficerCRD 4445014

  • Ethan Leidinger

    Ethan Leidinger

    Chief Operating OfficerCRD 4221922

  • David Millstone

    David Millstone

    Co-ceoCRD 6025336

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Contacts

1 of 1
  • Valentina Cassata

    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