|
⚲
|
| Standard Investments LLC
✚
|
|
|---|---|
| CRD # | 160843 |
| SEC # | 801-73363 |
| CIK # | 0001773693, 0001539436, 0001492915 |
| AUM | $5.2 B (2026-03-13) |
| Employees | 37 (70% Investors, 0% Brokers) |
| Phone | 212-821-1600 |
| Address | 9 West 57th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Amazon Com Inc | 0.4 | |
| Microsoft Corp | 0.3 | |
| Parametric Technology Corp | 0.3 | |
| Royal Dutch Shell PLC | 0.2 | |
| Autodesk Inc | 0.2 | |
| Ashland Global Holdings Inc | 0.1 | |
| ServiceNow Inc | 0.1 | |
| National Grid PLC | 0.1 | |
| Evercommerce Inc | 0.1 | |
| Decarbonization Plus Acquisition Corp III | 0.0 |
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Standard Winter Credit Aggregator 1 LLC | 2025-09-19 | 12.8 | |
| RE | Standard Winter Preferred Aggregator 1-A LLC | 2025-09-19 | 5.4 | |
| RE | Standard Winter Preferred Aggregator 1-B LLC | 2025-09-19 | 11.4 | |
| Other | Eli Management LLC | 2025-03-14 | 1,632.9 | |
| Other | March Management LLC | 2025-03-14 | 1,767.2 | |
| 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 | 97.7 | |
| VC | Standard Ventures Fund LP | 2020-02-14 | 113.6 | |
| RE | Standard QOZ Fund LP | 2019-03-15 | 121.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 5.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 5.2 |
| By Discretionary | ||
| Discretionary | 10 | 5.0 |
| Non-Discretionary | 4 | 0.3 |
| Total | 14 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 0.7 | |
| Total | 14 | 5.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Winter | Executive Officer | 16 | 2 | |
| Lawrence Palermo | Executive Officer | 10 | 2 | |
| Michael Owens | Executive Officer | 9 | 2 | |
| David Millstone | Executive Officer | 5 | 1 | |
| Howard Zauderer | Executive Officer | 2 | 1 | |
| Adam Stanislavsky | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001492915] | |
| 10-Q | [0001492915] | |
| 3 | [0001492915] | |
| 4 | [0001492915] | |
| 8-K | [0001492915] | |
| SC 13G | [0001492915] | |
| 13F-HR | [0001539436] | |
| 3 | [0001539436] | |
| SC 13D | [0001539436] | |
| SC 13G | [0001539436] | |
| D | [0001773693] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Bollard Group LLC
✚
|
MA | 6.7 |
|
Beck Mack & Oliver LLC
✚
|
NY | 6.2 |
|
EJF Capital LP
✚
|
VA | 6.1 |
|
Sepio Capital LP
✚
|
UT | 5.6 |
|
Allegheny Financial Group
✚
|
PA | 5.6 |
|
Lowe Brockenbrough & Company Inc
✚
|
VA | 5.5 |
|
Bear Creek Asset Management LLC
✚
|
CO | 5.2 |
|
Pennington Partners & Co LLC
✚
|
MD | 5.1 |
|
Macquarie Wealth Advisers LLC
✚
|
NY | 4.8 |
|
Bienville Capital Management LLC
✚
|
NY | 4.5 |