Standard Partners LLC

RIASEC RegisteredEst. 2025
Total AUM
$108M
Discretionary
$108M
100% of AUM
Avg account
$717K
Accounts
151
Employees
2
Advisory reps
2

Firm details

Headquarters
Bethesda, Maryland
CRD number
167956
Registered since
September 15, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.94%
  • HNWI5%
  • Individuals3.92%
  • Charitable Organizations0.14%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Standard Partners LLC is a hedge-fund–classified adviser organized as an LLC that provides portfolio management to individuals and families as well as pooled vehicles and institutional/business clients. The firm charges a mix of asset-based and performance fees and is listed as an SEC-registered adviser (registration year shown as 2025). Its advisory scope explicitly includes separate account management and management of pooled investment vehicles. The firm does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, US Government Bonds 4%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • US Government Bonds4%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Ksenia Prokunina

    Chief Operating Officer and Chief Compliance OfficerCRD 6024029

Contacts

1 of 1
  • Ricardo Camacho

    Portfolio ManagerCRD 6200298

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
7272 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth