Story3 Capital Partners, LLC

Fee-Only (% of Portfolio)

STORY3 Capital Partners is an investment advisor based in Los Angeles. STORY3 provides investment advisory services on a discretionary basis to clients, which are pooled investment vehicles, consisting of both private funds and special purpose vehicles. The Funds seek to invest in businesses which the Company believes are valued at meaningful discounts to intrinsic value.

Assets Under Management$910M
Clients12
AdvisorsN/A
Avg. per Client$76M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

STORY3 Capital Partners manages assets for pooled investment vehicles (funds). STORY3 receives a quarterly management fee in advance equal to 2% of the aggregate Fund commitments. For certain Funds, a different rate will apply. Additionally, STORY3 will also receive compensation in the form of carried interest if the Funds meet certain performance objectives.

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