Standpoint Asset Management, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 305155
- Registered since
- September 20, 2019
- Website
- www.standpointfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Standpoint Asset Management, LLC is an SEC-registered investment adviser (registered in 2019) organized as an LLC that serves institutional clients and charges a percentage-of-AUM fee. The firm is identified as performing CPO/CTA activities and lists portfolio management for investment companies among its advisory services, indicating it runs or advises pooled investment vehicles and may trade futures or other commodity-related instruments on behalf of those vehicles. Standpoint does not identify itself as an active ESG investor, is not a multistate adviser, and does not present itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3William Bologna
Chief Operating OfficerCRD 6454966
Shawn Serikov
Chief Technology OfficerCRD 7165170
Eric Crittenden
Chief Investment OfficerCRD 4489481
Contacts
2 of 2
Courtney Stover
PartnerCRD 6435666
Matthew Kaplan
PartnerCRD 6435639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$555M in ETFs
72%
$399M
0%
$155M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $78.5M | 114,300 | 14.15% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 8777 N Gainey Center Dr
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Sensible Money, LLC
RIAScottsdale, AZ
Able Financial Group, LLC
RIAScottsdale, AZ
Asset Growth Solutions, LLC
RIAScottsdale, AZ
Estancia Capital Management, LLC
RIAScottsdale, AZ
Mulholland Wealth Advisors, LLC
RIAScottsdale, AZ
Fortitude Family Office
RIAScottsdale, AZ