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| Keyboard |
| Storge Partners Economic Studies LLC
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|---|---|
| CRD # | 305395 |
| SEC # | 801-117352 |
| CIK # | |
| AUM | 866.6 M (2026-02-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 785-969-2515 |
| Address | 150 Alhambra Circle Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 69 | 863.7 |
| (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 | 1 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 194 | 866.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 194 | 866.6 |
| Total | 194 | 866.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 819.5 | |
| United States Persons | 47.1 | |
| Total | 194 | 866.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
|
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|
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|
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|
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|
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|
CA | 856.7 M |
|
Warner Financial Inc
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|
MD | 851.8 M |
|
Lighthouse Wealth Strategies LLC
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|
WA | 844.4 M |
|
Perspective Wealth Partners LLC
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|
ID | 843.9 M |