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| Storgate LLC
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| CRD # | 334632 |
| SEC # | 801-131943 |
| CIK # | 0002110835 |
| AUM | 184.5 M (2026-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 214-434-1015 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110835 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 3.6 | ||
| Chevron Corp | 2.0 | ||
| Carpenter Technology Corp | 1.4 | ||
| Applovin Corp | 1.4 | ||
| Conocophillips | 1.4 | ||
| Merck & Co Inc | 1.1 | ||
| Comfort Systems USA Inc | 1.0 | ||
| Citigroup Inc | 1.0 | ||
| Flextronics International Ltd | 1.0 | ||
| Arch Capital Group Ltd | 1.0 | ||
| Griffin-American Healthcare REIT IV Inc | 1.0 | ||
| SS&C Technologies Holdings Inc | 1.0 | ||
| Textron Inc | 0.9 | ||
| Sea Ltd | 0.9 | ||
| Pfizer Inc | 0.9 | ||
| Corteva Inc | 0.9 | ||
| Coach Inc | 0.9 | ||
| Schlumberger Ltd /NV/ | 0.9 | ||
| Celestica Inc | 0.9 | ||
| Halliburton Co | 0.8 | ||
| Bank of America Corp /DE/ | 0.8 | ||
| Wells Fargo & Co/MN | 0.8 | ||
| Laboratory Corp of America Holdings | 0.8 | ||
| Comstock Resources Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 85.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 91.4 |
| (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 | 0 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 184.5 |
| By Discretionary | ||
| Discretionary | 23 | 184.3 |
| Non-Discretionary | 1 | 0.2 |
| Total | 24 | 184.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.5 | |
| Total | 24 | 184.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110835] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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High Pines Wealth Management LLC
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