DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S•••••
Legal name S••••• P••••••• E••••••• S•••••• L••
Latest filing Feb 27, 2026
First filing on the tape Aug 19, 2019 · 15 filings
SEC status approved since Sep 18, 2019
RAUM
$867M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$864M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$289M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$867M as of Feb 27, 2026
Mar 20, 2020$304M then
HNW client RAUM$864M as of Feb 27, 2026
Mar 20, 2020$304M then
State-registered IARs (5.B.3)3 as of Feb 27, 2026
Mar 20, 20201 then
Employees (5.A)5 as of Feb 27, 2026
Mar 20, 20205 then
Private funds: no history
RAUM +20% over the last fiscal year+23% a year over threeIARs 3 to 3offices 1 to 0
Practice profile
derived from the filing of Feb 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $289MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 23derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $12.5MderivedHNW RAUM over HNW clients
- Average account
- $4.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +19%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$864M100%
- Corporations and businesses$2.9M0.3%
- Individual clients
- 0reported
- HNW clients
- 69reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 194reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G••••••• M•••• C•••••••• | Miami, Fl | Aug 15, 2020 | 11 y | 0 |
| J••• M•••• C•••••••• | Coral Gables, Fl | Nov 14, 2021 | 10 y | 0 |
| S•••••••• H••••••• | Coral Gables, Fl | Feb 7, 2025 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- J•••• C•••• C•••• to W•••• C•••••• A••••••• L••Nov 19, 2021 · Other
Joined, latest
- J•••• C•••• C•••• from A••• C••••••Oct 11, 2019 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A•••••• M••••• P••••• · Chief Compliance Officercontrolsince 03/2020 · owns less than 5%
- C••••••••• J•••• M•••• · Director & Principalcontrolsince 03/2020 · owns less than 5%
- C••••••••• J•••• M•••• · Managing Membercontrolsince 04/2017 · owns 25% to 50% of S••••• P••••••• H••••••• L••
Entity owners
- S••••• P••••••• H••••••• L•• · Memberdirect · owns 75% or more
- F••••••••• C•••• · Memberindirect · owns 25% to 50% of S••••• P••••••• H••••••• L••
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coral Gables, Fl · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Feb 27, 2026discretionary share of RAUM of 0% against a peer median of 99% (1482 comparable advisers, 0.0th percentile, 33.5 robust deviations)peers: independent wealth managers, $500M to $1B (1,482) · 0.0% percentile
- very high RAUM per advisorStatic outlier · filing Feb 27, 2026RAUM per registered advisor of $288,877,003 against a peer median of $106,309,121 (1261 comparable advisers, 99.0th percentile, 3.2 robust deviations)peers: independent wealth managers, $500M to $1B (1,261) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 164 to 194Aug 4, 2025 to Feb 27, 2026
- HNW clients · 58 to 69Aug 4, 2025 to Feb 27, 2026
- Other offices · 1 to 0Aug 4, 2025 to Feb 27, 2026
- HNW RAUM · $706M to $864MAug 4, 2025 to Feb 27, 2026
- Non-discretionary RAUM · $708M to $867MAug 4, 2025 to Feb 27, 2026
- RAUM · $708M to $867MAug 4, 2025 to Feb 27, 2026
- HNW RAUM · $719M to $706MFeb 20, 2025 to Aug 4, 2025
- Non-discretionary RAUM · $721M to $708MFeb 20, 2025 to Aug 4, 2025
- RAUM · $721M to $708MFeb 20, 2025 to Aug 4, 2025
- Accounts · 54 to 164Feb 26, 2024 to Feb 20, 2025
- Advisory employees · 2 to 3Feb 26, 2024 to Feb 20, 2025
- Advisory activities · 2 to 1Feb 26, 2024 to Feb 20, 2025
- Corporate clients · 0 to 1Feb 26, 2024 to Feb 20, 2025
- HNW clients · 54 to 58Feb 26, 2024 to Feb 20, 2025
- Employees · 4 to 5Feb 26, 2024 to Feb 20, 2025
- Financial planning clients · unset to Feb 26, 2024 to Feb 20, 2025
- State-registered IARs · 2 to 3Feb 26, 2024 to Feb 20, 2025
- Other offices · 0 to 1Feb 26, 2024 to Feb 20, 2025
- HNW RAUM · $569M to $719MFeb 26, 2024 to Feb 20, 2025
- Non-discretionary RAUM · $569M to $721MFeb 26, 2024 to Feb 20, 2025
- RAUM · $569M to $721MFeb 26, 2024 to Feb 20, 2025
- Accounts · 136 to 54Feb 23, 2023 to Feb 26, 2024
- HNW clients · 52 to 54Feb 23, 2023 to Feb 26, 2024
- HNW RAUM · $460M to $569MFeb 23, 2023 to Feb 26, 2024
- Non-discretionary RAUM · $460M to $569MFeb 23, 2023 to Feb 26, 2024
- RAUM · $460M to $569MFeb 23, 2023 to Feb 26, 2024
- Business name · S••••• P••••••• to S•••••Feb 15, 2023 to Feb 23, 2023
- Accounts · 124 to 136Nov 10, 2022 to Feb 15, 2023
- HNW clients · 41 to 52Nov 10, 2022 to Feb 15, 2023
- Employees · 5 to 4Nov 10, 2022 to Feb 15, 2023
- HNW RAUM · $430M to $460MNov 10, 2022 to Feb 15, 2023
- Non-discretionary RAUM · $430M to $460MNov 10, 2022 to Feb 15, 2023
- RAUM · $430M to $460MNov 10, 2022 to Feb 15, 2023
- Accounts · 122 to 124Apr 14, 2021 to Feb 4, 2022
- HNW clients · 38 to 41Apr 14, 2021 to Feb 4, 2022
- State-registered IARs · 1 to 2Apr 14, 2021 to Feb 4, 2022
- HNW RAUM · $388M to $430MApr 14, 2021 to Feb 4, 2022
- Non-discretionary RAUM · $388M to $430MApr 14, 2021 to Feb 4, 2022
- RAUM · $388M to $430MApr 14, 2021 to Feb 4, 2022
- Accounts · 57 to 122Jun 30, 2020 to Jan 29, 2021
Signals
7 dated events
- Storge reported RAUM $720.7M, up 27% from $568.7M (2024-02-26 to 2025-02-20)Feb 20, 2025 · RAUM change · derived
- D•••••• M••••• F•••••• (Managing Member) no longer on Schedule A of Storge (listed 2020-06-30, absent 2021-01-29)Jan 29, 2021 · Control person left · inference
- Javier Francisco Madariaga (Investment Manager) no longer on Schedule A of Storge (listed 2020-06-30, absent 2021-01-29)Jan 29, 2021 · Control person left · inference
- Cesar Julio Canas (Principal And Chief Compliance Officer) no longer on Schedule A of Storge (listed 2020-01-15, absent 2020-03-20)Mar 20, 2020 · Control person left · inference
- Paloma M•••• Adanez (Chief Compliance Officer) appeared on Schedule A of StorgeMar 20, 2020 · Control person joined · fact
- Javier Francisco Madariaga (Investment Manager) appeared on Schedule A of StorgeMar 20, 2020 · Control person joined · fact
- S••••• P••••••• filed its initial SEC registration (Form ADV)Aug 19, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- storgepartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 7859692515reportedpublic record, Form ADV, Feb 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $289Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026