other names
  • STANDARD FAMILY OFFICE, LLC
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Adviser Profile

As of Date 05/12/2025
Adviser Type - Large advisory firm
Number of Employees 7 17%
of those in investment advisory functions 1
Registration SEC, Approved, 08/29/2019
AUM* 977,234,090 13%
of that, discretionary 977,234,090 13%
Private Fund GAV* 977,234,090 -34%
Avg Account Size 488,617,045 13%
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)

Reported AUM

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$977,234,090

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$78,008,639 % Position85.00% $ Change8.00% # Change0.00%
Stck Ticker922042858 Stock NameVANGUARD INTL EQUITY INDEX $ Position$9,845,698 % Position11.00% $ Change10.00% # Change0.00%
Stck Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$491,564 % Position1.00% $ Change11.00% # Change0.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$508,241 % Position1.00% $ Change24.00% # Change0.00%
Stck Ticker464287481 Stock NameISHARES TR $ Position$469,953 % Position1.00% $ Change3.00% # Change0.00%
Stck Ticker464287614 Stock NameISHARES TR $ Position$177,996 % Position0.00% $ Change10.00% # Change0.00%
Stck Ticker478160104 Stock NameJOHNSON & JOHNSON $ Position$48,209 % Position0.00% $ Change21.00% # Change0.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$319,057 % Position0.00% $ Change4.00% # Change0.00%
Stck Ticker883556102 Stock NameTHERMO FISHER SCIENTIFIC IN $ Position$69,843 % Position0.00% $ Change20.00% # Change0.00%
Stck Ticker907818108 Stock NameUNION PAC CORP $ Position$102,112 % Position0.00% $ Change3.00% # Change0.00%

Brochure Summary