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STANDARD INVESTMENTS LLC

CRD 160843File 801-73363
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.22B
Top 25% of cohort (national)
Discretionary AUM
$4.95B
Non-discretionary $270.9M
Clients
14
14 accounts
Employees
37
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 27, 2012
Principal office
9 WEST 57TH STREET, 47TH FLOOR, NEW YORK, NY, 10019
Phone
212-821-1600

Assets & accounts

ADV Item 5F
Total regulatory AUM
$5.22B
Discretionary AUM
$4.95B
Non-discretionary AUM
$270.9M
Discretionary accounts
10
Non-discretionary accounts
4
Total accounts
14
AUM per client
$372.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$121.8M
High net worth individualsFewer than 5$149.1M
Pooled investment vehicles10$4.95B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)PERFORMANCE BASED ALLOCATION
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.