STANDFAST ASSET MANAGEMENT, LLC

Overview

Standfast Asset Management, LLC is a small, independent advisory firm that concentrates its client work on managed equity portfolios for both individuals and institutions. The firm provides discretionary and non-discretionary portfolio management, along with pension consulting services, and charges a mix of percentage-of-AUM fees plus hourly and fixed fees for advisory or consulting engagements. Standfast reports active ESG investing, which suggests environmental, social and governance factors are incorporated into security selection or portfolio construction. Investment activity is skewed toward publicly traded equities and exchange-traded strategies. The firm appears to take a direct, manager-driven approach to portfolio management—running separate account strategies for clients while also outsourcing certain alternative exposures to third-party managers. Client relationships are predominantly traditional wealth and institutional mandates rather than mass-market retail.

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Public Holdings

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Location & Offices