Story3 Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 10, 2026, reports $987M in regulatory assets under management, 8 employees, and 16 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$987Mas of April 10, 2026
Discretionary93.7%
$925M
94% of total RAUM93.7%
Non-discretionary6.3%
$62M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$987M
Total Accounts16
10Y AUM Change+$757M (+329.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee2:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.