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 institutional-focused investment manager organized as an LLC and registered in 2019. The firm charges fees as a percentage of assets under management and identifies its core advisory activity as portfolio management for investment companies. It is also registered to operate in CPO/CTA capacities, which indicates the capability to run pooled or managed futures/commodity-related strategies alongside traditional advisory work. Standpoint does not describe itself as a capital allocator, and it does not integrate ESG considerations into its investment process. The firm is not a multi-state adviser and serves a small institutional client base rather than retail households.
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 2COURTNEY 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
$478M in ETFs
73%
$347M
0%
$131M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $66.2M | 101,300 | 13.85% |
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
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