Storr Group

Fee-Only (% of Portfolio)

Storr Capital manages investment vehicles that invest in venture capital, private equity, and equity-related investments, potentially including debt instruments. These investments are often made through holding companies that acquire businesses in essential services like swimming pool, HVAC, plumbing, and electrical services, primarily in North America. Storr Capital's services include identifying investment opportunities, structuring investments, managing their performance, and eventually selling them. Investment advice is provided to the investment vehicles, not directly to individual investors.

Assets Under Management$310M
Clients4
AdvisorsN/A
Avg. per Client$77M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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