Story3 Capital Partners, LLC

RIASEC Registered
Total AUM
$987M
Discretionary
$925M
94% of AUM
Avg account
$61.7M
Accounts
16
Employees
8
Advisory reps
1

Firm details

Headquarters
,
CRD number
300651
Registered since
July 20, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Story3 Capital Partners, LLC is organized as an LLC and operates as a private equity fund manager that works primarily with institutional clients. The firm is SEC-registered (since 2021) and focuses on portfolio management for pooled investment vehicles, acting as sponsor, general partner, and managing member for those vehicles. Its fee arrangements include a percentage-of-assets component and performance-based fees, consistent with private fund structures. The firm is not classified as a capital allocator, does not identify as an active ESG investor, and does not market itself as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Peter Comisar

    Peter Comisar

    Founder & Managing PartnerCRD 2018433

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth