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.

SEC-registered adviser

Storr Group

Asset manager (funds and pooled vehicles)West Palm Beach, FloridaCRD 324212SEC 801-135355websiteIAPD
Legal name Storr Capital, LLC
Latest filing Jan 16, 2026
First filing on the tape Jan 16, 2026 · 1 filings
SEC status approved since Feb 13, 2026
RAUM
$310M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $310M
HNW client RAUM: no history
State-registered IARs (5.B.3): 0
Employees (5.A): 8
Private funds: 4
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jan 16, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$77.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
yesreportedItem 9.A
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)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$310M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      4 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Smart Pool Services Holdings (Parallel), L.P.Venture Capital Fund$43.9M6Nov 30, 2022
      Smart Pool Services Holdings, L.P.Venture Capital Fund$27.2M29Nov 30, 2022
      Sas Aircare Holdings, L.P.Venture Capital Fund$8.3M34Mar 19, 2024
      Sas Aircare Holdings (Parallel), L.P.Venture Capital Fund$7.5M4Mar 19, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • Harold Richard Moran · Chief Financial Officer Officercontrol
        since 09/2025 · owns less than 5%
      • Fraser Ramseyer · Chief Executive Officer And Foundercontrol
        since 04/2021 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      • Storr Group · Venture Capital
        shared crd · organization
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/storrgroupreportedpublic record, Form ADV, Sep 18, 2026
      Website
      storrgroup.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      737-330-1980reportedpublic record, Form ADV, Jan 16, 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
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026