This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- JP Morgan · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2019
- Office Locations
- 3
Office Locations
About Storge
Storgē Partners is a 100% independent multi-family office with offices in Miami and Madrid, advising Latin American families and entrepreneurs on holistic wealth planning. The team coordinates specialists across financial wealth, family advisory, and corporate services, with an investment approach centered on asset allocation and risk management using ETFs and fixed income. Custody relationships include J.P. Morgan and UBS.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARIA PALOMA ADANEZ
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
JOSE MARIA COROMINAS
DIRECTOR, Manager, Partner, PRINCIPAL
- CRD
- #7153804
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Jaime Aritmendi Álvarez
Investment Analyst
- CRD
- --
Jorge Arroyo Alvarez
Investment Analyst
- CRD
- --
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $866,631,010 | $4,467,170 |
| Total | $866,631,010 | $4,467,170 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing