{"url":"https://nivawealth.com/firms/storge-partners-economic-studies-305395","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305395","regulatoryAum":866631010,"crd":"305395","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7232671","suffix":null,"lastName":"Corominas","firstName":"Gabriela","middleName":"Maria"},{"crd":"7153804","suffix":null,"lastName":"COROMINAS","firstName":"JOSE","middleName":"MARIA"},{"crd":"8035504","suffix":null,"lastName":"Herdoiza","firstName":"Sebastian","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-14","regulatoryAum":387509987,"clients":38,"employees":5,"offices":1},{"filedOn":"2022-02-04","regulatoryAum":429658613,"clients":41,"employees":5,"offices":1},{"filedOn":"2023-02-23","regulatoryAum":460170355,"clients":52,"employees":4,"offices":1},{"filedOn":"2024-02-26","regulatoryAum":568688854,"clients":54,"employees":4,"offices":1},{"filedOn":"2025-02-20","regulatoryAum":720726505,"clients":59,"employees":5,"offices":2},{"filedOn":"2026-02-27","regulatoryAum":866631010,"clients":70,"employees":5,"offices":1}],"secFileNumber":"801-117352","legalName":"Storge Partners Economic Studies LLC","displayName":"Storge Partners Economic Studies","slug":"storge-partners-economic-studies-305395","website":"https://storge.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/storge-partners/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"150 Alhambra Circle, Suite 10","city":"Coral Gables","state":"FL","stateName":"Florida","country":"United States","postalCode":"33134"},"tradeNames":["Storge"],"registration":{"secApproved":"18 September 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":12517160.289855072,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":866631010,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":866631010,"nonDiscretionaryAccounts":194,"wrapProgram":null,"nonUsClientsPct":93,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":69,"regulatoryAum":863684060},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":2946950}],"feePrograms":[{"role":"main","program":"Asset Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012955","versionId":1012955,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-02-27","documentName":"STORGE PARTNERS - ADV PART 2A","fee_rate_low":0.25,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":3000000,"feeMinimumPeriod":"annual","fee_minimum_annual":18000}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:38:03.596025+00:00","documents":[{"name":"STORGE PARTNERS - ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012955","versionId":1012955,"submittedOn":"2026-02-27"}]},"custodians":[{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":122360157},{"name":"Morgan Stanley Smith Barney LLC","shortName":"Morgan Stanley","location":"Purchase, NY","smaAssets":135545044},{"name":"UBS Securities LLC","shortName":"UBS Securities","location":"New York, NY","smaAssets":128708553},{"name":"Banco De Sabadell, S.a. Miami Branch","shortName":"Banco De Sabadell, S.a. Miami Branch","location":"Miami, FL","smaAssets":168291653}],"custodyNote":"Storge Partners Economic Studies does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Maria Adanez","title":"Chief Compliance Officer","crd":"7241479"},{"name":"Jose Corominas","title":"Director & Principal","crd":"7153804"},{"name":"Miguel Fortuño","title":"Director & Investment Manager","crd":"7168144"}],"ownership":[{"label":"Storge Partners Holdings LLC","detail":"Member in the 75% or more ownership band and a control person, since April 2017."},{"label":"Formemagon Corp.","detail":"Indirect owner: a member of Storge Partners Holdings LLC in the 25% to 50% band and a control person, since June 2017.","parent":"Storge Partners Holdings LLC"},{"label":"Jose Corominas","detail":"Indirect owner: a managing member of Storge Partners Holdings LLC in the 25% to 50% band and a control person, since April 2017.","parent":"Storge Partners Holdings LLC"},{"label":"Miguel Fortuño","detail":"Indirect owner: a managing member of Formemagon Corp. in the 75% or more band and a control person, since June 2017.","parent":"Formemagon Corp."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"150 Alhambra Circle, Suite 10","city":"Coral Gables","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"785-969-2515","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":31},{"label":"U.S. government/agency bonds","percent":9},{"label":"Sovereign bonds","percent":3},{"label":"Investment grade corporate bonds","percent":24},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":6},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":15,"detail":"Exchange Traded Funds"}],"privateFunds":0},"sources":{"adv1FilingDate":"27 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305395/PDF/305395.pdf","brochureDate":"27 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012955","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Storge Partners Economic Studies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Storge Partners Economic Studies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Storge Partners Economic Studies charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Storge Partners Economic Studies use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Storge Partners Economic Studies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Storge Partners Economic Studies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Storge Partners Economic Studies have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Storge Partners Economic Studies?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Storge Partners Economic Studies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Storge Partners Economic Studies?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}