Standish International Management Company, LLC (Boston)


Standish International Management Company, LLC is a large advisory firm based in Boston. It manages $1.55 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2000.

Standish International Management Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Standish International Management Company: assets under management

The assets under management (AUM) of Standish International Management Company, LLC is $1.55 billion. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.51 billion in discretionary accounts and $30.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.9 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15.27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Standish International Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Standish International Management Company, LLC

Edward Homer Ladd has been acting as President since 1 May 1991. Llc Standish Mellon Asset Management Company joined the executive team most recently as the Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Ralph Stewart Tate Director, president 1 Apr 1990 Other 1566925
Standish Ayer & Wood Inc Member 1 May 1991 75% - 100% 104544
George Webb Noyes Director, chairman 1 May 1991 Other 1917091
Richard Sands Wood Director, executive vp 1 May 1991 Other 2079535
Edward Homer Ladd Director 1 May 1991 Other 4299449
Dolores Driscoll Director 1 May 1991 Other 2453648
Howard Bruce Rubin Director, executive vp, treasurer, secretary 1 Jan 1996 Other 2101682
David Herdman Cameron Director 1 Dec 1996 Other 2184982
Thomas Peter Sorbo Director 1 Mar 1998 Other 1269766
Llc Standish Mellon Asset Management Company Member 1 Jul 2001 75% - 100% 113972
Beverly Emma Banfield Secretary 1 Jul 2001 Other 1016575
Paul George Martins Treasurer 1 Jul 2001 Other 1189296

Indirect Owners

The SEC currently registers 49 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Charles Stuehr Trustee 1 Apr 2000 Other 1592658
Saw Trust Sole shareholder of standish, ayer & wood 1 Apr 2000 75% - 100% 04-3520840
Maria Dulce Furman Trustee 1 Apr 2000 Other 2079845
Caleb Frederick Aldrich Trustee 1 Apr 2000 Other 2113123
Ralph Stewart Tate Trustee 1 Apr 2000 Other 1566925
Howard Bruce Rubin Trustee 1 Apr 2000 Other 2101682
George Webb Noyes Trustee 1 Apr 2000 Other 1917091
Edward Homer Ladd Trustee 1 Apr 2000 Other 4299449
Dolores Driscoll Trustee 1 Apr 2000 Other 2453648
David Herdman Cameron Trustee 1 Apr 2000 Other 2184982
Thomas Peter Sorbo Trustee 1 Apr 2000 Other 1269766
Raymond Joseph Kubiak Trustee 1 Apr 2000 Other 2440664
Richard Charles Doll Trustee 1 Apr 2000 Other 1905573
James Edward Hollis Trustee 1 Apr 2000 Other 2444590
Austin Cheney Smith Trustee 1 Apr 2000 Other 2079692
Karen Kayser Chandor Trustee 1 Apr 2000 Other 861040
Laurence Alan Manchester Trustee 1 Apr 2000 Other 2079627
Joseph Michael Corrado Trustee 1 Apr 2000 Other 2079510
Beverly Emma Banfield Trustee 1 Apr 2000 Other 1016575
Michael W Thompson Trustee 1 Apr 2000 Other 2440658
Lavinia Bosworth Chase Trustee 1 Apr 2000 Other 2440661
Katherine Schmarson Bowes Trustee 1 Apr 2000 Other 2187576
Susan Beth Coan Trustee 1 Apr 2000 Other 2079717
Richard Ros Davis Trustee 1 Apr 2000 Other 1082251
Steven Louis Gold Trustee 1 Apr 2000 Other 2728989
James E Hendrickson Trustee 1 Apr 2000 Other 2198670
David Horsfall Trustee 1 Apr 2000 Other 2600908
Phillip Daniel Leonardi Trustee 1 Apr 2000 Other 2347213
Nevin Gordon Markwart Trustee 1 Apr 2000 Other 1920884
John Read Mcnichols Trustee 1 Apr 2000 Other 2549533
Jennifer Alice Pline Trustee 1 Apr 2000 Other 2092548
Christine Hegenbart Lee Todd Trustee 1 Apr 2000 Other 1884665
Marc Seidner Trustee 1 Apr 2000 Other 2671675
Ellen Katherine Thurmond Trustee 1 Apr 2000 Other 4301034
Edward Ross Walter Trustee 1 Apr 2000 Other 2417374
Catherine Ann Powers Trustee 1 Apr 2000 Other 1467150
Richard Sands Wood Trustee 1 Apr 2000 Other 2079535
William Charles Cook Trustee 1 Apr 2000 Other 2120092
James Michael Conway Trustee 1 Dec 2000 Other 4345583
Sean Patrick Fitzgibbon Trustee 1 Dec 2000 Other 4345608
Richard Stephen Mattison Trustee 1 Dec 2000 Other 4345622
Daniel Alexander Rabasco Trustee 1 Dec 2000 Other 4345644
Jeffrey Scott Wakelin Trustee 1 Dec 2000 Other 4345662
Barbara Jeanne Mckenna Trustee 1 Dec 2000 Other 2338837
David C Leduc Trustee 1 Dec 2000 Other 2704353
John W Murray Trustee 1 Dec 2000 Other 2709007
Rip Lawrence Reeves Trustee 1 Dec 2000 Other 1407037
Standish Mellon Asset Management Holdings Llc Sole owner of standish mellon asset management company llc 1 Jul 2001 75% - 100% 99-9999999
Mellon Financial Corporation Sole owner of standish mellon asset management holdings llc 1 Jul 2001 75% - 100% 25-1233834

Based in Boston

The principal office where Standish International Management Company, LLC performs its advisory services is located at One Financial Center/ 27 Th Floor, Boston, MA 02111, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-350-6100 or by fax 617-457-5075. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at standishonline.com/.