Storr Group

Storr Capital provides discretionary investment supervisory services to pooled private funds and related platforms rather than to individual accounts, advising vehicles organized under exemptions from the Investment Company Act of 1940. Its Funds make primarily long‑term venture capital, private equity and equity‑related investments in lower‑middle‑market, essential services businesses (for example, swimming pool, HVAC, plumbing and electrical services), typically executed through Platform structures and, as noted, may in the future include debt instruments.

The firm’s investment approach emphasizes building scaled Platforms in highly fragmented service industries by prioritizing operational improvements, tech enablement, customer and employee retention, and strategic add‑on M&A. Prospective investments are reviewed and approved by an Investment Committee after an intensive diligence process (including quality‑of‑earnings, technology and market analysis), followed by hands‑on value creation led in part by an internal Value Creation Team and deployment of low‑leverage credit facilities once a Platform is stabilized.

Compared with many peers, Storr Capital discloses a wide set of non‑advisory revenue streams and operational practices that materially affect economics and conflicts of interest: the firm and its affiliates may receive substantial “Other Fees” (e.g., monitoring, transaction, directors’ and advisory fees, sometimes payable in cash or securities) from portfolio companies and may retain equity received as fees, and Adviser Investors (employees, former employees and certain connected parties) often do not pay advisory fees or carried interest. The brochure also highlights notable operational features — including reimbursement of a broad range of portfolio and firm expenses, the allocation of Value Creation Team costs to Funds or portfolio companies, and explicit use and diligence around AI Technologies — all of which can influence fee offsets, allocations and how opportunities are offered among Funds and co‑investors.