STORY3 CAPITAL PARTNERS, LLC

Overview

Story3 Capital Partners, LLC is an SEC‑registered limited liability company that operates as a private equity fund manager focused on institutional clients. The firm is organized to advise and manage pooled investment vehicles — acting as sponsor/GP and managing member for its funds — and charges a mix of percentage‑of‑assets and performance‑based fees. Story3 does not identify as an active ESG investor and is not positioned as a multi‑state adviser or a traditional capital allocator; its regulatory registration dates to 2021. Regulatory and operational roles extend beyond advisory work: the firm is affiliated with broker‑dealer activity and functions in multiple capacities tied to pooled vehicles (sponsor, general partner, managing member). The firm’s core advisory activity centers on portfolio management for pooled funds rather than direct retail wealth management.

Assets & Accounts

Investments & Alternatives