Asset ManagerRIA · CRD 129507SEC-Registered

Updated:

Standard Planning Company

STANDARD PLANNING COMPANY is an SEC-registered investment adviser in ROCKPORT, MA. The firm manages approximately $86 million in regulatory assets.

Standard Planning Company

STANDARD PLANNING COMPANY is an SEC-registered investment adviser in ROCKPORT, MA. The firm manages approximately $86 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

1989

Location

Region

North America

Country

United States

City

Rockport

Corporate office

New York, NY, United States

Principals

John Boruk

President

Sector focus

Private CreditReal Estate

Frequently asked questions

Who runs investment decisions at Standard Planning Company?

John Boruk has served as President since the 1990s and is the firm's sole investment decision-maker. He personally approves every loan the firm originates. The firm has no investment committee and no external credit authority.

Does Standard Planning Company raise outside capital or manage commingled funds?

No. Standard Planning Company operates as a proprietary balance-sheet lender. It has never raised a commingled fund, never taken institutional limited partner capital, and does not syndicate loans. All lending is done from the firm's own capital base.

What types of loans does Standard Planning Company originate?

The firm focuses on first-mortgage commercial bridge loans and permanent financing, typically in the $1 million to $10 million range. Collateral is predominantly income-producing real estate — multifamily, retail, and industrial properties located in New York City and Long Island.

How does Standard Planning Company source its deal flow?

Deal flow is relationship-driven and emerges from repeat borrowers, mortgage brokers, and professional-services referrals within New York's commercial real estate ecosystem. The firm does not advertise, run an online origination platform, or accept unsolicited loan applications through a public portal.

What sets Standard Planning Company apart from institutional private credit funds?

Because it does not manage third-party capital, the firm faces no deployment pressure during overheated markets — a structural protection against pro-cyclical lending. It can pause originations entirely when risk-adjusted returns on New York commercial real estate debt fail to meet internal thresholds, a posture that institutional funds with capital-call deadlines cannot replicate.

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