Investment adviser · CRD 305395
STORGE
Investment adviser filing (IA)
STORGE PARTNERS ECONOMIC STUDIES LLC
CORAL GABLES, FL, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $867M Form ADV · Item 5.F
- Client accounts
- 194 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 69 | $863,684,060 | 99.7% |
| Corporations & businesses | 1 | $2,946,950 | 0.3% |
Filing source
Form ADV 2048985 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
150 ALHAMBRA CIRCLE, SUITE 10CORAL GABLES, FL, 33134, United States
CRD 305395
Filing source
Form ADV 2048985 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.