# Standard Planning Company

Standard Planning Company is an Asset Manager based in Rockport, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Rockport, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** standardplanningcompany.com

## Regulatory record

- **CRD number:** 129507
- **SEC file number:** 801-68770
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129507

## About

Standard Planning Co. is a financial planning and advisory firm that helps clients plan a rewarding future. It was founded by Bruce Holdridge, CFP, who also founded brokerage firm B.E. Holdridge Securities. Mr. Holdridge earned the Certified Financial Planner designation in 1984 after study covering personal financial planning, investments, risk management, taxation, retirement, and estate planning.

## Sectors

- Private Credit
- Real Estate

## People

- John Boruk — President

## 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.

### 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.

## Related profiles

- [Crossplan Money Management](https://altss.com/profile/crossplan-money-management)
- [Renaissance Advisory Group](https://altss.com/profile/renaissance-advisory-group)

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Last updated: 2026-08-11T15:08:11.274Z

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