RIA Intel›Advisers›STORY3 CAPITAL PARTNERS, LLC

STORY3 CAPITAL PARTNERS, LLC

Advisory

N·

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$987M
1-Year AUM Growth
-8.3%
3-Year CAGR
+13.8%
Employees
5
Assets Under Management
Total AUM$987M
Discretionary AUM$925M
Non-Discretionary AUM$62M
Discretionary %93.7%
Total Clients12
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record9
First FilingJun 21, 2021
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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