{ "crd_number": 305155, "slug": "standpoint-asset-management-llc-scottsdale-az-305155", "primary_business_name": "STANDPOINT ASSET MANAGEMENT, LLC", "legal_name": "STANDPOINT ASSET MANAGEMENT, LLC", "dbas": [], "city": "Scottsdale", "state": "AZ", "country": "United States", "cbsa_code": "38060", "metro": { "cbsa_code": "38060", "common_name": "Phoenix", "msa_name": "Phoenix-Mesa-Chandler, AZ", "path": "/advisors/az/phoenix" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-09-20", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-03-18", "carried_forward": false, "raum_total": 771133613.0, "raum_discretionary": 771133613.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 7, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "investment_companies": { "raum": 771133613.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_investment_companies" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ" ], "websites": [ "https://facebook.com/Standpoint-Asset-Management-104249691578936", "https://linkedin.com/company/standpoint-asset-management", "https://standpointfunds.com", "https://x.com/StandpointFunds" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305155", "city_as_filed": "SCOTTSDALE", "url": "https://advisorcensus.com/firm/standpoint-asset-management-llc-scottsdale-az-305155", "display_name": "Standpoint Asset Management, LLC", "summary": "Standpoint Asset Management, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.", "citation": "AdvisorCensus. Standpoint Asset Management, LLC (CRD 305155): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for investment companies (and business development companies)" ], "quick_answers": [ { "q": "How is Standpoint Asset Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Standpoint Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Standpoint Asset Management, LLC located?", "a": "Standpoint Asset Management, LLC's principal office is in Scottsdale, AZ, according to its Form ADV." }, { "q": "Is Standpoint Asset Management, LLC registered with the SEC or a state?", "a": "Standpoint Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305155." }, { "q": "How much does Standpoint Asset Management, LLC manage?", "a": "Standpoint Asset Management, LLC reports $771,133,613 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)." }, { "q": "How have Standpoint Asset Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Standpoint Asset Management, LLC: Regulatory assets under management: $61,840,776 in the October 2021 data and $771,133,613 in the October 2026 data, up 1147%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Standpoint Asset Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: investment companies (1)." }, { "q": "Does Standpoint Asset Management, LLC report any disciplinary disclosures?", "a": "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/305155" }, { "q": "What changed in Standpoint Asset Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,004,557,567 to $771,133,613 (-23%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 61840776.0, "total_employees": 5, "filing_date": "2021-06-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 212429794.0, "total_employees": 5, "filing_date": "2022-03-09" }, { "period": "2023-10-01", "regulatory_assets_under_management": 568411790.0, "total_employees": 6, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 804336470.0, "total_employees": 6, "filing_date": "2024-02-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1004557567.0, "total_employees": 7, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 771133613.0, "total_employees": 7, "filing_date": "2026-03-18" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,004,557,567 to $771,133,613 (-23%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/standpoint-asset-management-llc-scottsdale-az-305155.md", "clients": [ { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 771133613.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305155", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }