Storge
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$863,684,060
Clients
69
Advisors
3
of 5 employees
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
Expertise
Fee options
Performance fees are generally not charged; may be considered upon client request, but no current agreements in place
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
150 Alhambra Circle, Suite 10
Coral Gables FL 33134
Advisors at this office
3
Most active in
Delaware · Florida · Texas
Also doing business as
Storge · Storge Partners · Storge Partners Economic Studies LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sebastian H
Series 65
Coral Gables, FL
Storge
Sebastian Herdoiza is a financial advisor with Storge Partners, holding a Series 65 credential and one year of industry experience. His background includes roles at Avanti Way Realty and Avanti Way Group, as well as a period of self-employment. He is also involved as a member in holding companies Hasiera Holdings and Faenza LLC. Storge Partners Economic Studies LLC provides fee-based advisory and portfolio supervision services primarily to high-net-worth individuals, families, and family investment vehicles. The firm uses a strategic asset allocation framework focused on mid-to-long-term risk reduction and cost efficiency, delivering non-discretionary advice across a broad set of investment instruments.
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.
Jose C
Series 65
Coral Gables, FL
Storge
Jose Corominas is a Series 65 licensed advisor with Storge Partners Economic Studies LLC, where he has worked since 2017. He has four years of industry experience and previously worked independently for one year. Outside of Storge, he serves as CEO of Sievert Partners, a private investment club, and is involved with a non-profit organization providing educational support. Storge Partners Economic Studies LLC offers fee-based investment advisory and portfolio supervision services primarily to high-net-worth individuals, families, and family investment vehicles. The firm employs a strategic asset allocation framework focused on mid- to long-term risk reduction and cost efficiency, delivering non-discretionary recommendations across a broad range of instruments.
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