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Adviser Profile

As of Date 03/06/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 1
Registration SEC, Approved, 8/29/2019
AUM* 921,859,137 6.15%
of that, discretionary 921,859,137 6.15%
Private Fund GAV* 921,859,137 -34.91%
Avg Account Size 460,929,569 6.15%
SMA’s No
Private Funds 2
Contact Info 605 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 1B 838M 629M 419M 210M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$921,859,137

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Brochure Summary

Overview

Standard Family Office was founded to serve a group of families and their businesses with objective, comprehensive, and independent investment advisory services, all implemented by professional fiduciaries. Standard Family Office is a registered investment advisor located in Sioux Falls, South Dakota. It was founded in 2019. Standard Family Office is indirectly owned by its Chief Executive Officer, Matthew P. Bock through an intermediary subsidiary. Standard Family Office is wholly owned by Standard Holdings, LLC which is owned by Matthew Bock. As of December 31, 2023, Standard Family Office managed $921,859,137, on a discretionary basis and managed $0 on a non-discretionary basis. Standard Family Office is primarily engaged in the purchase and sale of securities on behalf of its Clients. Standard Family Office will provide discretionary investment management services to pooled investment funds (“funds”) (individually a “Client” and collectively, “Clients”). Services are provided only subject to a signed, written agreement between Standard Family Office and a Client, including a description of the specific services to be performed and the fees charged for the services (“Engagement Agreement”). Private Funds Standard Family Office serves as the manager of and provides investment advisory services to various private investment funds. Standard Family Office is the sole manager of each fund. Fund assets are held at qualified custodians, which provide quarterly statements to fund investors. Each fund is subject to a financial statement audit, annually, by an audit firm registered with and subject to regular inspection by the Public Company Accounting Oversight Board. Every private fund we manage is exempt from registration as an investment company under the Investment Company Act of 1940. The offer and sale of interests in every private fund is also exempt from registration under the Securities Act of 1933 and similar state laws. As investment adviser, Standard Family Office will have sole and complete responsibility for managing the private funds’ investment portfolios pursuant to the investment objectives and investment policies of the private fund. The private funds are intended to provide a convenient means to allow eligible and participating investors to share fairly in available private and public investment opportunities available to Standard Family Office. As manager of each fund,
Standard Family Office receives an investment advisory fee, which investment advisory fee is disclosed to fund investors in each fund’s private placement memorandum (see Item 5 for details). Standard Family Office has discretionary authority and is responsible for establishing and implementing each private fund’s investment objectives and policies. (See Item 15 – Investment Discretion for more information). Investment in Standard Family Office’s affiliated funds are not necessarily suitable for all investors so not all investors are offered the opportunity to invest in Standard Family Office’s affiliated funds. Potential investors receive a copy of the applicable Confidential Private Placement Memorandum and are required to execute a subscription agreement in order to subscribe for interests in a private fund managed by our firm. Limits Advice to Certain Types of Investments Standard Family Office provides investment advice on the following types of investments:
• Mutual Funds
• Exchange Traded Funds (ETFs) Standard Family Office, LLC Page 5 Form ADV Part 2A: Firm Brochure
• Exchange-listed Securities
• Securities Traded Over-the-Counter
• Corporate Debt Securities
• Commercial Paper
• Certificates of Deposit
• Municipal Securities
• US Government Securities
• Interests in Partnerships Investing in Real Estate
• Securities Properly Exempted from Registration
• Hedge Funds Although we generally provide advice only on the products previously listed, we reserve the right to offer advice on any investment product that may be suitable for each client’s specific objectives. (Please refer to Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss for more information.) Tailor Advisory Services to Individual Needs of Clients We do not currently have individual, natural-person clients or institutional, company-clients. We serve as the investment adviser to affiliated private funds and have no other clients. All management and investment decisions regarding the private funds is based on the individual fund objectives, strategies and policies. We are responsible for all major investment decisions including, without limitation, amending or changing an individual private fund’s investment objective; determining investment strategies; and establishing and implementing investment policies or limitations.