9AT: STORY3 CAPITAL PARTNERS, LLC

other names

STORY3 CAPITAL PARTNERS, LLC
SCOPE INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date	03/25/2026
Adviser Type - Large advisory firm
Number of Employees	8 33%
of those in investment advisory functions	5 25%
Registration	SEC, Approved, 07/20/2021
Other registrations (2)	SEC, ERA - Withdrawn, 06/21/2021 California, ERA - Withdrawn, 06/21/2021
Former registrations	STORY3 CAPITAL PARTNERS, LLC

AUM^*	986,853,131 0%
of that, discretionary	924,654,607 5%
Private Fund GAV^*	986,853,130 32%
Avg Account Size	61,678,321 0%
SMA’s	No
Private Funds	18 6
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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count10	GAV$551,579,580
Fund TypeOther Private Fund	Count8	GAV$435,273,550

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser QUADRIA CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund858.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund251.1m	Total Private Fund GAV1.1b	AUM-	#Funds5
Adviser TRUE WEST MANAGEMENT COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund271.5m	Total Private Fund GAV271.5m	AUM-	#Funds3
Adviser CONSEQUENT CAPITAL INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund52.0m	Total Private Fund GAV52.0m	AUM-	#Funds3
Adviser TRIODOS INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund403.8m	Total Private Fund GAV403.8m	AUM-	#Funds1
Adviser SALEM INVESTMENT PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund18.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund406.2m	Total Private Fund GAV425.0m	AUM-	#Funds4
Adviser BLUEORCHARD FINANCE LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund73.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund377.8m	Total Private Fund GAV450.8m	AUM-	#Funds6
Adviser LFE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund7.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund123.8m	Total Private Fund GAV131.0m	AUM-	#Funds4
Adviser GOALVEST ADVISORY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund11.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.1m	Total Private Fund GAV14.1m	AUM628.3m	#Funds5
Adviser SF ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund33.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund128.5m	Total Private Fund GAV162.0m	AUM162.0m	#Funds6
Adviser CIG ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.6m	Total Private Fund GAV3.6m	AUM192.5m	#Funds1

Brochure Summary

Overview

STORY3 Capital Partners, LLC (together with its relying advisers, the “Company” or “STORY3”) is a limited liability company and is headquartered in Los Angeles, California. STORY3 is principally owned by Rising Sons Capital, LLC. Peter Comisar, Chief Executive Officer of STORY3, is the principal owner of Rising Sons Capital, LLC. The Company has been doing business under its current ownership since 2018. Based in Los Angeles, STORY3 is comprised of a long-established investment team. The team is led by Peter Comisar, a 30-year veteran dealmaker who previously served as a Partner Managing Director at Goldman, Sachs, & Co. (“Goldman Sachs”), where he was a member of the leadership team of the firm’s Consumer & Retail investment banking efforts, and as Vice Chairman at Guggenheim Partners, LLC (“Guggenheim Partners”). The core investment team has a long history of collaboration while at either or both of Goldman Sachs and Guggenheim Partners. The core investment team is comprised of Mr. Comisar, Samir Shah, and Ryan Nehoray (collectively, the “Principals”). Mr. Comisar and Mr. Shah have a 15+ year history of collaboration primarily while at Goldman Sachs and Guggenheim Partners, and

Mr. Comisar and Mr. Nehoray have worked closely together since 2015. The STORY3 investment team is complemented by an experienced and integrated team of Senior Advisor operating partners (“Senior Advisors”). STORY3 provides investment advisory services on a discretionary basis to clients, which are pooled investment vehicles, consisting of both private funds and special purpose vehicles (“SPVs”). STORY3, manages assets on behalf of various types of commingled investment vehicles (collectively, the “Funds”). The Funds seek to invest in businesses which the Company believes are valued at meaningful discounts to intrinsic value, or in situations where the entry valuation significantly understates the Company’s expectations for a company’s future growth prospects. As such, the Funds are agnostic to the type of security within the capital structure but rather focus on entering new investments at desirable attachment points with the potential for attractive risk-adjusted returns across market cycles. As of December 31, 2023, STORY3 managed approximately $991,597,806 of Fund assets, of which $883,686,038 were on a discretionary basis, and $107, 911,768 were on a non-discretionary basis.

STORY3 CAPITAL PARTNERS, LLC

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