Storge Partners Economic Studies Llc
- Regulatory AUM
- $867M
- Discretionary
- $0
- Clients
- 70
- Avg AUM / client
- $12.4M
- Accounts
- 194
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 69 | $864M | 99.7% |
| Corporations and other businesses | 1 | $2.9M | 0.34% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jose Maria Corominas | Managing Member | Apr 2017 (9y) | ≈ 18.75% – 50% via Storge Partners Holdings Llc | |
| Fortuño, Miguel, Domingo | Director & Investment Manager | Jun 2017 (9y) | ≈ 14.06% – 50% via Formemagon Corp. | |
| Adanez, Maria, Paloma | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Gabriela Maria Corominas | Registered representative | Aug 2020 (6y) | ||
| Sebastian Herdoiza | Registered representative | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Storge Partners Holdings Llc | Member | Apr 2017 | A | 75% or more |
| Formemagon Corp. | Member | Jun 2017 | B | ≈ 18.75% – 50% via Storge Partners Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jose Maria Corominas: 25% – 50% of Storge Partners Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Fortuño, Miguel, Domingo: 75% – 100% of Formemagon Corp. × 25% – 50% of Storge Partners Holdings Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Formemagon Corp.: 25% – 50% of Storge Partners Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 969 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Banco De Sabadell, S.A. Miami Branch $168M (19% of AUM) Feb 2026
- Morgan Stanley $136M (16% of AUM) Feb 2026
- UBS $129M (15% of AUM) Feb 2026
- J.P. Morgan $122M (14% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗