AdvisorCensus / Financial advisors / District of Columbia / Washington / Standard Partners LLC
Standard Partners LLC
Filed as STANDARD PARTNERS LLC
Standard Partners LLC is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.
Quick answers
From the filingHow is Standard Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Standard Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Standard Partners LLC located?
Standard Partners LLC's principal office is in Bethesda, MD, according to its Form ADV.
Is Standard Partners LLC registered with the SEC or a state?
Standard Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 167956.
How much does Standard Partners LLC manage?
Standard Partners LLC reports $108,273,868 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).
What types of clients does Standard Partners LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (19); pooled investment vehicles (other than investment companies and business development companies) (1).
Which custodians does Standard Partners LLC use?
Standard Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Standard Partners LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167956
Does Standard Partners LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Standard imposes a minimum new account value of $2,000,000 for all Fund and Managed Accounts. All minimums are subject to change and may be reduced or waived by the Adviser."
What changed in Standard Partners LLC's recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Standard imposes a minimum new account value of $2,000,000 for all Fund and Managed Accounts. All minimums are subject to change and may be reduced or waived by the Adviser.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$108,273,868 as of October 2026, filing dated July 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Standard Partners LLC (CRD 167956): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/standard-partners-llc-bethesda-md-167956