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STORGE
Legal name: STORGE PARTNERS ECONOMIC STUDIES LLC
CRD 305395File 801-117352
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$866.6M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $866.6M
Clients
70
194 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 18, 2019
- Principal office
- 150 ALHAMBRA CIRCLE, SUITE 10, CORAL GABLES, FL, 33134
- Phone
- 7859692515
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $866.6M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $866.6M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 194
- Total accounts
- 194
- AUM per client
- $12.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $2.9M |
| High net worth individuals | 69 | $863.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.