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STORY3 CAPITAL PARTNERS, LLC
CRD 300651File 801-121814
APPROVED
Custody
Filing as of Apr 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$986.9M
Above cohort median (national)
Discretionary AUM
$924.7M
Non-discretionary $62.2M
Clients
12
16 accounts
Employees
8
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 20, 2021
- Principal office
- Not reported
- Phone
- 310-425-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $986.9M
- Discretionary AUM
- $924.7M
- Non-discretionary AUM
- $62.2M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 4
- Total accounts
- 16
- AUM per client
- $82.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $986.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ORIGINATION FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.