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STANDARD PARTNERS LLC

CRD 167956File 801-134356
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$108.3M
Bottom 25% of cohort (national)
Discretionary AUM
$108.3M
Clients
49
151 accounts
Employees
2
Bottom 25% of cohort in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Sep 15, 2025
Principal office
7272 WISCONSIN AVENUE, 9TH FLOOR, BETHESDA, MD, 20814
Phone
301-656-5051
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$108.3M
Discretionary AUM
$108.3M
Non-discretionary AUM
$0
Discretionary accounts
151
Non-discretionary accounts
0
Total accounts
151
AUM per client
$2.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$157K
High net worth individuals29$5.4M
Pooled investment vehicles1$98.5M
Individuals (other than high net worth individuals)19$4.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • 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.