Hedge Fund Database

STANDARD INVESTMENTS LLC

Adviser information for STANDARD INVESTMENTS LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 41
Investment Advisory/Research 28
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 7 $4.9B
Non-Discretionary 3 $261.9M
Total 10 $5.1B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals <5 $157.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 7 $4.9B
Pension and profit sharing plans 0 $0
Charitable organizations <5 $104.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 6
No. of Non-U.S. Clients 6

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMPERFORMANCE BASED ALLOCATION

Identifiers

SEC RIA File Number 801-73363
SEC ERA File Number 801-73363
SEC CIK Numbers 1539436
SEC CRD Numbers 160843
Legal Entity Identifier 549300LSWWD31GHJS020

Principal Office

9 WEST 57TH STREET
47TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-821-1600, Fax: None

Websites

www.linkedin.com/company/standardinvestments www.standardinvestments.com

Chief Compliance Officer

HOWARD ZAUDERER
9 WEST 57TH STREET
47TH FLOOR
NEW YORK
NY
United States
Tel: 212-821-1635
Fax: 212-821-1635
(Full email address available in API data)

Regulatory Contact

TUNDE REDDY
CHIEF FINANCIAL OFFICER
9 WEST 57TH STREET
47TH FLOOR
NEW YORK
NY
United States
Tel: 212-821-1668
Fax: 212-821-1668
(Full email address available in API data)

Industry Affiliates

BEIGE MANAGEMENT LLC Sponsor, GP, manager of pooled investment vehicles
SI GP I LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SI GP III LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
STANDARD CS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
STANDARD QOF GP LLC Sponsor, GP, manager of pooled investment vehicles
STANDARD VC GP LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
237 BEIGE LLC Hedge Fund $17.7M $0.0M 6
ALETTAR LLC FUND-OF-FUNDS (PRIVATE EQUITY & HEDGE FUND) $1,152.3M $0.0M 2
RONSAM MANAGEMENT LLC FUND-OF-FUNDS (PRIVATE EQUITY & HEDGE FUND) $314.1M $0.0M 12
STANDARD CS HOLDINGS LLC Private Equity Fund $64.2M $0.0M 13
STANDARD LATITUDE MASTER FUND LTD. Hedge Fund $4,428.3M $0.0M 17
STANDARD LEGACY FUND LP Hedge Fund $53.1M $1.0M 7
STANDARD QOZ FUND LP Real Estate Fund $136.3M $0.0M 4
STANDARD VENTURES FUND LP Venture Capital Fund $157.0M $0.0M 3

Control Persons

Name Type Entity Title Since Ownership
WINTER, DAVID, SCOTT Individual – MEMBER AND MANAGER 02/2009 50-75%
MILLSTONE, DAVID, JAMES Individual – MANAGER 02/2009 < 5%
ZAUDERER, HOWARD, JUDAH Individual – CHIEF COMPLIANCE OFFICER 02/2012 < 5%
LEIDINGER, ETHAN, HOWE Individual – CHIEF OPERATING OFFICER 05/2013 < 5%
REDDY, TUNDE, JAIN Individual – CHIEF FINANCIAL OFFICER 01/2016 < 5%
DJM MANAGEMENT HOLDCO LLC Domestic Entity – MEMBER 01/2022 50-75%
MILLSTONE, DAVID, JAMES Individual DJM MANAGEMENT HOLDCO LLC MEMBER 01/2022 > 75%
CASSATA, VALENTINA, NMN Individual – GENERAL COUNSEL 01/2022 < 5%

No. Employees, Historic

60300201920202021202220232024202543 on 11/26/201943 on 2/14/202055 on 3/16/202055 on 5/1/202055 on 6/15/202055 on 6/16/202058 on 3/15/202158 on 10/11/202158 on 12/10/202140 on 3/15/202243 on 3/15/202341 on 3/15/2024

RAUM, Historic

6B3B020192020202120222023202420252599522251 on 11/26/20192599522251 on 2/14/20203414279692 on 3/16/20203414279692 on 5/1/20203414279692 on 6/15/20203414279692 on 6/16/20204781411626 on 3/15/20214781411626 on 10/11/20214781411626 on 12/10/20215584605582 on 3/15/20224618708655 on 3/15/20235118514836 on 3/15/2024

No. Clients, Historic

2010020192020202120222023202420259 on 11/26/20199 on 2/14/202013 on 3/16/202013 on 5/1/202013 on 6/15/202013 on 6/16/202013 on 3/15/202113 on 10/11/202113 on 12/10/202110 on 3/15/202210 on 3/15/202310 on 3/15/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 203M 1M –
ARCHER AVIATION INC *W EXP 09/16/202 155K 417K –
AUTODESK INC COM 25M 100K –
AUTODESK INC COM 267M 1M –
AVANTOR INC COM 61M 3M –
CDW CORP COM 124M 555K –
CHURCHILL CAPITAL CORP VII *W EXP 02/29/202 105K 300K –
EVERCOMMERCE INC COM 67M 6M –
HONEYWELL INTL INC COM 83M 390K –
JOHNSON CTLS INTL PLC SHS 70M 1M –
PTC INC COM 210M 1M –
SHELL PLC SPON ADS 396M 5M –
SHELL PLC SPON ADS 43M 600K –
SOLID POWER INC *W EXP 12/08/202 44K 267K –
SUMMIT MATLS INC CL A 3M 83K –
WABTEC COM 145M 920K –
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 89M 7M –