SourcingSourcing

STANDARD PARTNERS LLC

B59
CRD 167956·SEC 801-134356·BETHESDA, MD
AUM
$108.3M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$325K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STANDARD PARTNERS LLC
CRD
167956
SEC file #
801-134356
EIN
455118993
DBA names
—

Economics

AUM
$108.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$113.3M → $108.3M▼ -4%
Client mix
Individuals High Net Worth29
Individuals Other19
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE RICARDO IVAN CAMACHO
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
THE RICARDO IVAN CAMACHO
CAMACHO, RICARDO, IVAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
24,494
Form 5500 Compensation Trajectory 3y
202524,494
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
24,494
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001593097
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2013-12-02
Edgar Last Filing Date
2014-07-10
Edgar Form D Count
3
Edgar Form D Offerings
2014-07-102014-07-10 · 0001593097-14-000002
2014-01-092014-01-09 · 0001593097-14-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab12
E*trade4
Interactive Brokers3
Jpmorgan2
Edgar Addresses
Mailing
10625 WAYRIDGE DRIVEMONTGOMERY VILLAGE, MD 20886
Business
10625 WAYRIDGE DRIVEMONTGOMERY VILLAGE, MD 20886
Edgar EIN
455118993
Edgar Recent Filings
D/A2014-07-10 · 0001593097-14-000002
D/A2014-01-09 · 0001593097-14-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
CAMACHO, RICARDO, IVAN
IAR · Executive Officer · 2.5%
6200298
PROKUNINA, KSENIA
Executive Officer · 2.5%
6024029