STORIE ADVISORS, L.L.C.
CRD #110224 SEC #801-57927 SAN FRANCISCO, CA 415-229-9000
SEC Registered Private Funds Disclosures
Total AUM
$16.7M
Discretionary
$16.7M
Employees
6
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $16.7M | $16.7M | $0 | 6 | 1 |
| Mar 2012 | $16.7M | $16.7M | $0 | 6 | 1 |
| Aug 2011 | $22.4M | $22.4M | $0 | 10 | -- |
| Aug 2011 | $25M | $25M | $0 | 10 | -- |
| Mar 2011 | $25M | $25M | $0 | 10 | -- |
| Feb 2011 | $23.9M | $23.9M | $0 | 10 | -- |
| Jul 2010 | $23.9M | $23.9M | $0 | 10 | -- |
| May 2010 | $23.9M | $23.9M | $0 | 10 | -- |
| Feb 2009 | $23.8M | $23.8M | $0 | 10 | -- |
| Mar 2008 | $34.6M | $34.6M | $0 | 10 | -- |
| Mar 2007 | $37.6M | $37.6M | $0 | 10 | -- |
| Mar 2006 | $47.5M | $47.5M | $0 | 10 | -- |
| May 2005 | $46.1M | $46.1M | $0 | 10 | -- |
| Aug 2004 | $52.8M | $52.8M | $0 | 10 | -- |
| Jul 2004 | $63.9M | $63.9M | $0 | 10 | -- |
| Mar 2002 | $76M | $76M | $0 | 10 | -- |
| Jul 2001 | $150.9M | $150.9M | $0 | 10 | -- |
DateAug 2012
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees6
Clients1
DateAug 2011
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$23.9M
Discretionary$23.9M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$23.9M
Discretionary$23.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$23.9M
Discretionary$23.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$23.8M
Discretionary$23.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$52.8M
Discretionary$52.8M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$63.9M
Discretionary$63.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees10
Clients--