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| Happy Holidays!! thanks for using AUM13F!! |
| Standard Investments LLC
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| CRD # | 160843 |
| SEC # | 801-73363 |
| CIK # | 0001773693, 0001539436, 0001492915 |
| AUM | $5.2 B (2025-03-14) |
| Employees | 42 (69% Investors, 0% Brokers) |
| Phone | 212-821-1600 |
| Address | 9 West 57th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royal Dutch Shell PLC | 0.4 | ||
| Autodesk Inc | 0.3 | ||
| Parametric Technology Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| National Grid PLC | 0.2 | ||
| Adobe Systems Inc | 0.2 | ||
| CDW Corp | 0.1 | ||
| Henry Schein Inc | 0.1 | ||
| Evercommerce Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Eli Management LLC | 2025-03-14 | 1,460.0 | |
| Other | March Management LLC | 2025-03-14 | 1,576.0 | |
| PE | Dalbergia Investments LLC | 2022-03-15 | 0.5 | |
| PE | Standard Industries Technologies LLC | 2022-03-15 | 73.5 | |
| PE | Standard CS Holdings LLC | 2021-12-10 | 80.7 | |
| VC | Standard Ventures Fund LP | 2020-02-14 | 151.8 | |
| RE | Standard QOZ Fund LP | 2019-03-15 | 121.8 | |
| Other | The Ronnie F Heyman Foundation LLC | 2019-03-15 | 85.0 | |
| HF | 237 Beige LLC | 2018-07-17 | 5.8 | |
| Other | Alettar LLC | 2016-03-21 | 1,220.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 4.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 5.2 |
| By Discretionary | ||
| Discretionary | 7 | 4.9 |
| Non-Discretionary | 4 | 0.3 |
| Total | 11 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 0.7 | |
| Total | 11 | 5.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Winter | 16 | ||
| Michael Owens | 9 | ||
| Lawrence Palermo | 8 | ||
| David Millstone | 5 | ||
| Howard Zauderer | 2 | ||
| Adam Stanislavsky | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001492915] | |
| 10-Q | [0001492915] | |
| 3 | [0001492915] | |
| 4 | [0001492915] | |
| 8-K | [0001492915] | |
| SC 13G | [0001492915] | |
| 13F-HR | [0001539436] | |
| 3 | [0001539436] | |
| SC 13D | [0001539436] | |
| SC 13G | [0001539436] | |
| D | [0001773693] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stamos Capital Partners LP
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|
CA | 6.5 |
|
Fiduciary Trust International LLC
✚
|
MA | 6.3 |
|
Geller Advisors LLC
✚
|
NY | 5.9 |
|
Beck Mack & Oliver LLC
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|
NY | 5.9 |
|
Miller Investment Management LP
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|
PA | 5.7 |
|
Lowe Brockenbrough & Company Inc
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|
VA | 5.4 |
|
Allegheny Financial Group
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|
PA | 4.9 |
|
Sepio Capital LP
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|
UT | 4.5 |
|
Central Park Advisers LLC
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|
NY | 4.3 |
|
Pennington Partners & Co LLC
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|
MD | 4.0 |