# Standpoint Asset Management, LLC

> 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.

- CRD: 305155
- Filed as: STANDPOINT ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305155
- AdvisorCensus page: https://advisorcensus.com/firm/standpoint-asset-management-llc-scottsdale-az-305155

## Quick answers

**How is Standpoint Asset Management, LLC compensated?**
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.

**Where is Standpoint Asset Management, LLC located?**
Standpoint Asset Management, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Standpoint Asset Management, LLC registered with the SEC or a state?**
Standpoint Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305155.

**How much does Standpoint Asset Management, LLC manage?**
Standpoint Asset Management, LLC reports $771,133,613 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Standpoint Asset Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Standpoint Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Standpoint Asset Management, 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/305155

**What changed in Standpoint Asset Management, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $771,133,613
- Discretionary: $771,133,613
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $771,133,613 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- standpointfunds.com
- Facebook @Standpoint-Asset-Management-104249691578936
- LinkedIn @standpoint-asset-management
- X @StandpointFunds

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $61,840,776 | 5 | June 30, 2021 |
| October 2022 | $212,429,794 | 5 | March 9, 2022 |
| October 2023 | $568,411,790 | 6 | March 30, 2023 |
| October 2024 | $804,336,470 | 6 | February 28, 2024 |
| October 2025 | $1,004,557,567 | 7 | March 31, 2025 |
| October 2026 | $771,133,613 | 7 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Standpoint Asset Management, LLC (CRD 305155): Form ADV filing data as of October 2026.