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STANDISH
BOSTON, MA
617-248-6000
SEC #801-60527Total AUM
$130.2B
Employees
158Clients
396Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
BNY MELLON CENTER
201 WASHINGTON STREET, SUITE 2900
BOSTON
MA 02108-4408
United States
201 WASHINGTON STREET, SUITE 2900
BOSTON
MA 02108-4408
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
617-248-6000
Other Offices
2
Financials
Total AUM
$130.2B
Accounts
1,742Discretionary
$126.3B
Accounts
1,721Non-Discretionary
$3.9B
Accounts
21
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
49AUM
$4.3B
Banking Clients
11AUM
$8.7B
Investment Company Clients
4AUM
$3B
Business Development Company Clients
4AUM
$6B
Pooled Vehicle Clients
9AUM
$2.8B
Pension/Profit Sharing Plan Clients
119AUM
$44.2B
Charitable Organization Clients
38AUM
$6B
Government Entity Clients
23AUM
$15.6B
Investment Advisor Clients
15AUM
$2.2B
Insurance Company Clients
53AUM
$20.4B
Sovereign Wealth Fund Clients
4AUM
$5B
Corporation or Business Clients
66AUM
$11.9B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
CREDIT RESEARCH
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Dismissed Civil Action (Settlement)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 70 business affiliates.
Claimed Affiliates
Reported as an affiliate by 38 other businesses.