Storgate, LLC

Overview

Storgate, LLC is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm acts as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee model combines AUM-based charges with fixed fees. Storgate is not positioned as an active ESG investor, does not identify as a multi-state adviser, and does not provide pension consulting or operate as a related adviser. The firm’s practice emphasizes selecting outside managers and allocating capital to third-party funds, which aligns with its stated role as a capital allocator. That operating model suggests Storgate blends discretionary portfolio management with delegation to external specialists for certain strategies and asset classes.

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Public Holdings

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Location & Offices