Director of Sales and Marketing · Standpoint Asset Management, LLC
Matthew A. Kaplan
CRD 6435639 · Named on Form ADV at one SEC-registered adviser
At a glance
Standpoint Asset Management, LLC, an SEC-registered asset manager based in Scottsdale, AZ with $771 million in regulatory assets, lists Matthew A. Kaplan on its Form ADV as Director of Sales and Marketing, a control person.
Firms and roles
- Standpoint Asset Management, LLCDirector of Sales and MarketingAsset manager · Scottsdale, AZ · $771M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William F. BolognaChief Operating Officer, Standpoint Asset Management, LLC
- Courtney StoverChief Compliance Officer, Standpoint Asset Management, LLC
- Shawn SerikChief Technology Officer, Standpoint Asset Management, LLC
- Eric R. CrittendenChief Investment Officer, Standpoint Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.