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| Storen Legacy Partners LLC
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|---|---|
| CRD # | 339197 |
| SEC # | 801-134761 |
| CIK # | 0002116061 |
| AUM | 438.3 M (2026-04-07) |
| Employees | 14 (43% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-733-1000 |
| Address | 1120 W Oak St Zionsville, IN 46077 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002116061 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 13.9 | ||
| Apple Inc | 3.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 771 | 227.6 |
| (b) Individuals (high net worth individuals) | 93 | 204.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 2.9 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,676 | 438.3 |
| By Discretionary | ||
| Discretionary | 1,676 | 438.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,676 | 438.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 436.5 | |
| Total | 1,676 | 438.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002116061] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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