other names

Adviser Profile

As of Date 04/10/2025
Adviser Type - Large advisory firm
Number of Employees 8 33.33%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 07/20/2021
Other registrations (2)
Former registrations

STORY3 CAPITAL PARTNERS, LLC

AUM* 909,801,978 -9.07%
of that, discretionary 840,115,902 -5.71%
Private Fund GAV* 742,971,097 0.10%
Avg Account Size 56,862,624 -3.39%
SMA’s No
Private Funds 12 1
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
891M 764M 636M 509M 382M 255M 127M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$383,203,430
Fund TypeOther Private Fund Count8 GAV$359,767,667

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Brochure Summary