STORY VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
305329
Registered since
September 24, 2019

Firm profile

FINTRX

Overview

Story Ventures is set up as a sponsor and general partner that manages pooled investment vehicles, with a primary focus on venture capital. The firm operates as a limited liability company, registered with the SEC in 2019, and is structured under individual ownership. Story Ventures does not present itself as a traditional advisory firm managing retail or institutional wrap accounts; instead, its activity centers on organizing and operating private funds where it typically serves as sponsor, GP, or managing member. The firm is classified as unclassified for adviser reporting purposes, is not identified as a capital allocator, and is not an active ESG investor. Its filings indicate no multi-state advisory status or pension consultant role. That positioning, combined with its role running pooled vehicles, points to a manager whose allocation decisions and client engagement occur mainly within the private fund/limited partner framework rather than through typical RIA client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Jacob Yormak

    Managing Partner, FounderCRD 7163754

  • BRIAN YORMAK

    Managing Partner, FounderCRD 6370499

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
55 Post Rd W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth