STORY VENTURES
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 305329
- Registered since
- September 24, 2019
Firm profile
FINTRXOverview
Story Ventures is set up as a sponsor and general partner that manages pooled investment vehicles, with a primary focus on venture capital. The firm operates as a limited liability company, registered with the SEC in 2019, and is structured under individual ownership. Story Ventures does not present itself as a traditional advisory firm managing retail or institutional wrap accounts; instead, its activity centers on organizing and operating private funds where it typically serves as sponsor, GP, or managing member. The firm is classified as unclassified for adviser reporting purposes, is not identified as a capital allocator, and is not an active ESG investor. Its filings indicate no multi-state advisory status or pension consultant role. That positioning, combined with its role running pooled vehicles, points to a manager whose allocation decisions and client engagement occur mainly within the private fund/limited partner framework rather than through typical RIA client accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Jacob Yormak
Managing Partner, FounderCRD 7163754
BRIAN YORMAK
Managing Partner, FounderCRD 6370499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 55 Post Rd W
- Time zone
- ET (UTC-5)
- Office locations
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