|
⚲
|
| Storge Partners Economic Studies LLC
✚
|
|
|---|---|
| CRD # | 305395 |
| SEC # | 801-117352 |
| CIK # | |
| AUM | $460.2 MM (2023-02-23) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 305-903-8354 |
| Address | 132 Minorca Avenue Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 460.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 136 | 460.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 136 | 460.2 |
| Total | 136 | 460.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 431.2 | |
| United States Persons | 29.0 | |
| Total | 136 | 460.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Madison Wealth Partners Inc
✚
|
WI | 0.5 |
|
LWS Wealth Advisors Inc
✚
|
NJ | 0.5 |
|
Rock Point Advisors LLC
✚
|
VT | 0.5 |
|
Bridge Advisory LLC
✚
|
CA | 0.5 |
|
Rowland Miller Partners LLC
✚
|
GA | 0.5 |
|
Wealth Dimensions Family Office Inc
✚
|
OH | 0.5 |
|
Odeon Capital Advisors LLC
✚
|
NY | 0.5 |
|
Financial Alternatives Inc
✚
|
CA | 0.5 |
|
Ackerman Asset Management LLC
✚
|
MD | 0.5 |
|
Carlton Hofferkamp and Jenks Wealth Management LLC
✚
|
TX | 0.5 |