STORR GROUP

RIASEC RegisteredEst. 2026
Total AUM
$310M
Discretionary
$310M
100% of AUM
Avg account
$77.4M
Accounts
4
Employees
8
Advisory reps
2

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
324212
Registered since
February 13, 2026
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Storr Group operates as a limited liability company that functions primarily as a venture capital fund manager for institutional clients. The firm serves as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management services for those pooled vehicles. Its business model centers on running multiple venture capital funds rather than acting as a third‑party capital allocator. Investment activity is concentrated in private venture investments held inside pooled vehicles. The firm charges fees on a percentage‑of‑assets basis (with other fee arrangements also possible) and does not position itself as an active ESG investor. The client base is institutional and concentrated, reflecting a manager-focused, fund‑level relationship model rather than widespread retail or high‑net‑worth direct advisory work.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • RICHARD MORAN

    Chief Financial OfficerCRD 2385245

  • FRASER RAMSEYER

    Chief Executive Officer and FounderCRD 7665189

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
477 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth