Adviser Profile
| As of Date | 09/17/2025 |
| Registration status | Registration Changed to STANDARD PARTNERS LLC |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | 240 xxxxxxx |
| AUM* | 113,280,891 88% |
| of that, discretionary | 113,280,891 88% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 658,610 -45% |
| % High Net Worth | 61.70% 6% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1