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Private fund adviser

Story3 Capital Partners, LLC

SEC-registered investment adviser · CRD 300651 · SEC 801-121814

At a glance

Story3 Capital Partners, LLC is an SEC-registered investment adviser based in United States, with $987 million in regulatory assets under management as of its Form ADV filed September 4, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,319th of 4,686 private fund advisers and 5,419th of 17,210 SEC-registered advisers by assets.

story3capital.comLinkedInAs filed on Form ADV

Regulatory AUM
$987M
Rank among private fund advisers
#2,319 of 4,686
Rank among all SEC RIAs
#5,419 of 17,210
Clients
12
Accounts
16
Discretionary
94% of AUM
Employees
8
Advisory staff
5
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Story3 Capital Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Story3 Capital Partners, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Story3 Advisors LLC.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles12$987M100%

Private funds

Story3 Capital Partners, LLC reports 12 private funds with $987M in gross assets: private equity funds, other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Story3 Capital Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗story3capital.com ↗

AtlasMembers

The full record on Story3 Capital Partners, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 4 years of filings
Locked
Growth over one, three and five years
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Rank against 2,175 peers of its type and size
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Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Story3 Capital Partners, LLC manage?

Story3 Capital Partners, LLC reports $987 million in regulatory assets under management across 16 accounts, 94% of it on a discretionary basis, on its Form ADV filed September 4, 2026.

What kind of firm is Story3 Capital Partners, LLC?

Story3 Capital Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Story3 Capital Partners, LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($987 million, 12 clients).

Does Story3 Capital Partners, LLC manage private funds?

Yes. It reports 12 private funds with $987 million in gross assets, including private equity funds, other private funds.

Does Story3 Capital Partners, LLC have any disciplinary history?

Story3 Capital Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Story3 Capital Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →