# STORY3 Capital Partners, LLC

> STORY3 Capital Partners, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 300651
- Filed as: STORY3 CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300651
- AdvisorCensus page: https://advisorcensus.com/firm/story3-capital-partners-llc-denver-co-300651

## Quick answers

**How is STORY3 Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), STORY3 Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is STORY3 Capital Partners, LLC located?**
STORY3 Capital Partners, LLC's principal office is in Denver, CO, according to its Form ADV.

**Is STORY3 Capital Partners, LLC registered with the SEC or a state?**
STORY3 Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 300651.

**How much does STORY3 Capital Partners, LLC manage?**
STORY3 Capital Partners, LLC reports $986,853,131 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (94% discretionary).

**How have STORY3 Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for STORY3 Capital Partners, LLC: Regulatory assets under management: $229,882,418 in the October 2021 data and $986,853,131 in the October 2026 data, up 329%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does STORY3 Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does STORY3 Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300651

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $986,853,131
- Discretionary: $924,654,607
- Non-discretionary: $62,198,524

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $986,853,131 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- story3capital.com
- LinkedIn @story3

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $229,882,418 | 6 | June 21, 2021 |
| October 2022 | $616,071,587 | 6 | July 14, 2022 |
| October 2023 | $1,000,569,872 | 6 | June 5, 2023 |
| October 2024 | $991,597,806 | 6 | April 19, 2024 |
| October 2025 | $909,801,978 | 8 | April 10, 2025 |
| October 2026 | $986,853,131 | 8 | September 4, 2026 |

Regulatory assets under management: $229,882,418 in the October 2021 data and $986,853,131 in the October 2026 data, up 329%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. STORY3 Capital Partners, LLC (CRD 300651): Form ADV filing data as of October 2026.