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Storge

Updated today

Client assets under management

$863,684,060

Clients

69

100% high-net worth

Advisors

3

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

23

Very Low

Average account size

$12,517,160

About

Storge Partners Economic Studies LLC provides fee-based investment advisory and portfolio supervision services primarily to high‑net‑worth individuals, families, and family investment vehicles. The firm offers customized portfolio management, ongoing monitoring, and portfolio assessment services and reported approximately $866.6 million in assets under management as of December 31, 2025.

The adviser follows a strategic asset allocation framework focused on mid‑to‑long‑term risk reduction and cost efficiency, delivering recommendations on a non‑discretionary basis and using a broad set of instruments (exchange‑listed and OTC securities, mutual funds, options, and other instruments). Storge conducts regular account reviews, rebalancing recommendations, and may analyze momentum, dividend history, and sector exposure when proposing changes; it also advises on assets held offshore.

Notably, Storge combines substantial AUM with a compact advisory team, resulting in a high AUM per advisor relative to peers, and operates primarily on a non‑discretionary platform rather than discretionary mandate management. The firm also draws on affiliated support from SP Servicios Globales in Madrid for macroeconomic analysis and LATAM market support and discloses the ability to provide non‑financial consulting through its group companies.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Performance-based

Performance fees are generally not charged; may be considered upon client request, but no current agreements in place

Other

Account minimum: $3,000,000 Minimum fee: $18,000.00 per year (not applicable to clients with AUMs of $1,250,000 or less)

Main office location

Storge

150 Alhambra Circle, Suite 10

Coral Gables FL 33134, United States

Number of offices

1

Most active in

Delaware · Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sebastian H

Series 65

Coral Gables, FL

Storge

Sebastian Herdoiza is a financial advisor at Storge with a Series 65 designation and one year of industry experience. His prior roles include positions at Avanti Way Realty and the University of Miami. Outside of his advisory work, he is involved with Hasiera Holdings and Faenza LLC, both holding companies. Storge Partners provides fee-based investment advisory and portfolio assessment services primarily to high-net-worth individuals and families. The firm focuses on strategic asset allocation to reduce risk and improve mid- to long-term performance, managing approximately $708.4 million without accepting custody of client funds.

Wealth management
user avatar

Gabriela C

Series 65

Coral Gables, FL

Storge

Gabriela Corominas is a financial advisor at Storge with five years of industry experience and holds a Series 65 designation. Her prior work includes roles at International Compliance Solutions LLC and freelance consulting. She is also a sales associate at Avanti Way Realty. Storge Partners provides fee-based investment advisory and portfolio assessment services primarily to high-net-worth individuals and families, focusing on strategic asset allocation to reduce risk and improve mid- to long-term performance. The firm manages approximately $708.4 million and typically operates on a non-discretionary basis.

Wealth management
user avatar

Jose C

Series 65

Coral Gables, FL

Storge

Jose Corominas is a financial advisor at Storge with four years of industry experience. He holds a Series 65 designation and has been with Storge Partners Economic Studies LLC since 2017. Outside of his advisory role, Corominas serves as CEO of Sievert Partners, a private investment club, and is involved as a partner in a consulting firm providing market analysis to Storge. He also acts as an unpaid manager and advisor for a nonprofit organization supporting educational initiatives for low-income families. Storge Partners provides fee-based investment advisory and portfolio assessment services primarily to high-net-worth individuals and families. The firm emphasizes strategic asset allocation to reduce risk and improve mid- to long-term performance, managing approximately $708.4 million as of year-end 2024.

Wealth management
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