Firm profile

STANDPOINT ASSET MANAGEMENT, LLC

SCOTTSDALE, AZCRD 305155Latest ADV March 18, 2026

Standpoint Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 18, 2026, reports $771M in regulatory assets under management, 7 employees, and 1 account.

Assets Under Management
$771M
Employees
7
Offices
--
Total Clients
<5
Primary office
SCOTTSDALE, AZ
8777 N GAINEY CENTER DR, SUITE 200, SCOTTSDALE, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOCourtney Stover
COOWilliam F. Bologna
CIOEric R. Crittenden

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$771Mas of March 18, 2026
Discretionary100.0%
$771M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$771M
Total Accounts1
10Y AUM Change+$771M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee0:1
10Y Employee Change+2 (+40.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.