# 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.

- CRD: 167956
- Filed as: STANDARD PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167956
- AdvisorCensus page: https://advisorcensus.com/firm/standard-partners-llc-bethesda-md-167956

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $108,273,868
- Discretionary: $108,273,868
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,241,630 |
| High net worth individuals | 29 | $5,415,990 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $98,459,578 |
| Charitable organizations | Fewer than 5 | $156,670 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Standard Partners LLC (CRD 167956): Form ADV filing data as of October 2026.