Storge Partners Economic Studies provides portfolio management for individuals and small businesses.
Storge Partners Economic Studies reports 70 clients. They include 69 high-net-worth individuals and 1 corporate or other business client. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $867M across 194 accounts are not. Of its clients, 93% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 99% | 100% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 69 | $864M | 99.7% | $12.5M |
| Corporations and other businesses | 1 | $2.95M | 0.3% | $2.95M |
| Total | 70 | $867M | 100% | $12.4M |
- Clients
- 69
- Regulatory AUM
- $864M
- AUM share
- 99.7%
- Avg. per client
- $12.5M
- Clients
- 1
- Regulatory AUM
- $2.95M
- AUM share
- 0.3%
- Avg. per client
- $2.95M
Total
- Clients
- 70
- Regulatory AUM
- $867M
- AUM share
- 100%
- Avg. per client
- $12.4M
- Clients outside the U.S.
- 93%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Storge Partners Economic Studies charges 0.25%–1.00% a year for its Asset Management Fees. The fee is billed in advance or in arrears, is negotiable, has a $18,000 annual minimum and requires an account of at least $3,000,000.
Fee details and sources
Storge Partners Holdings LLC owns 75% or more of Storge Partners Economic Studies and is in turn owned by Formemagon Corp. (25–50%) and Jose Corominas (25–50%). The leadership team of Storge Partners Economic Studies includes Chief Compliance Officer Maria Adanez. It has 5 employees, 3 of them in advisory roles.
Leadership
- Maria AdanezChief Compliance Officer
- Jose CorominasDirector & Principal
- Miguel FortuñoDirector & Investment Manager
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Storge Partners Economic Studies LLC
Storge Partners Holdings LLC
Control person · since April 2017
- Owns 25% to 50% of Storge Partners Holdings LLC
Formemagon Corp.
Control person · since June 2017
- Owns 75% or more of Formemagon Corp.
Miguel Fortuño
Control person · since June 2017
- Owns 25% to 50% of Storge Partners Holdings LLC
Jose Corominas
Control person · since April 2017
Storge Partners Economic Studies’ regulatory assets grew 2.2× from $388M (April 2021) to $867M (February 2026); clients rose from 38 to 70 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $867M | 70 | 5 | 1 |
| February 2025 | $721M | 59 | 5 | 2 |
| February 2024 | $569M | 54 | 4 | 1 |
| February 2023 | $460M | 52 | 4 | 1 |
| February 2022 | $430M | 41 | 5 | 1 |
| April 2021 | $388M | 38 | 5 | 1 |
Besides its headquarters, Storge Partners Economic Studies has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 150 Alhambra Circle, Suite 10, Coral GablesHQ
Other business names
Storge Partners Economic Studies has reported 1 other business name to the SEC.
- Storge
Contact and registration details
- Legal name
- Storge Partners Economic Studies LLC
- Headquarters
- 150 Alhambra Circle, Suite 10, Coral Gables, FL 33134
- Website
- storge.com
- Phone
- 785-969-2515
- @storge-partners
- SEC file
- 801-117352
- Structure
- Florida LLC
- Fiscal year end
- December
Storge Partners Economic Studies uses Banco De Sabadell, S.a. Miami Branch ($168M, 30%), Morgan Stanley ($136M, 24%) and UBS Securities ($129M, 23%), among others, as custodians for its separately managed accounts. Storge Partners Economic Studies does not have custody of client assets.
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $122M22%
- Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $136M24%
- UBS SecuritiesUBS Securities LLC · New York, NY · $129M23%
- Banco De Sabadell, S.a. Miami BranchBanco De Sabadell, S.a. Miami Branch · Miami, FL · $168M30%
At year end, Storge Partners Economic Studies’ separately managed accounts were largely in bonds (38%) and stocks (31%).
What the accounts hold
- Stocks31%
- Funds6%
- Bonds38%
- Investment grade corporate bonds24%
- U.S. government and agency bonds9%
- Sovereign bonds3%
- High-yield corporate bonds2%
- Cash10%
- Other15%
- Exchange traded funds15%
How many clients does Storge Partners Economic Studies have?
Storge Partners Economic Studies has 70 clients and manages $867 million for them, as of February 2026. They include 69 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Storge Partners Economic Studies offer?
Storge Partners Economic Studies provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Storge Partners Economic Studies charge?
Storge Partners Economic Studies charges 0.25%–1.00% a year for its Asset Management Fees. The fee is billed in advance or in arrears, is negotiable, has a $18,000 annual minimum and requires an account of at least $3,000,000.
Source: STORGE PARTNERS - ADV PART 2A, filed 27 February 2026
Which custodians does Storge Partners Economic Studies use?
Storge Partners Economic Studies’ separately managed account assets are held at Banco De Sabadell, S.a. Miami Branch (Miami, FL), with $168M, Morgan Stanley Smith Barney LLC (Purchase, NY), with $136M, UBS Securities LLC (New York, NY), with $129M and J.P. Morgan Securities LLC (New York, NY), with $122M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Storge Partners Economic Studies have?
Storge Partners Economic Studies has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Storge Partners Economic Studies invest in?
At the end of its last fiscal year, Storge Partners Economic Studies’ separately managed accounts held 31% exchange-traded equities, 24% investment grade corporate bonds, 15% other, 10% cash and equivalents, 9% U.S. government and agency bonds, 6% registered funds (mutual funds, ETFs, BDCs), 3% sovereign bonds and 2% high-yield corporate bonds. The 15% other category is described as: Exchange Traded Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Storge Partners Economic Studies have a minimum investment?
Yes, Storge Partners Economic Studies’ minimum account size for its Asset Management Fees is $3M. It charges a $18K annual minimum fee.
Source: STORGE PARTNERS - ADV PART 2A, filed 27 February 2026
Who owns Storge Partners Economic Studies?
Storge Partners Economic Studies is owned through a chain of holding companies by Jose Corominas and Miguel Fortuño. Its direct owner is Storge Partners Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Storge Partners Economic Studies get paid?
Storge Partners Economic Studies is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Storge Partners Economic Studies?
Storge Partners Economic Studies’ main office is at 150 Alhambra Circle, Suite 10, Coral Gables, FL 33134. Its phone number is 785-969-2515. Its website is storge.com.