Storyone Family Office

Overview

Storyone Family Office is an independent, LLC-structured registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. SEC registration was recorded in 2024 and ownership is held by an individual. The firm charges clients via a mix of percentage-of-AUM and fixed fees and provides a range of advisory services, including financial planning, portfolio management for individuals and for businesses or institutions, manager selection, and educational workshops. It identifies as not being an active ESG investor and is not registered as a multistate adviser. The firm operates with a family-office orientation — the name and client mix indicate a focus on affluent families alongside institutional mandates — and it explicitly serves as a selector of outside managers, allocating to third-party alternative fund managers in addition to managing public-market exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices