PAINTED PORCH ADVISORS LLC
Adviser information for PAINTED PORCH ADVISORS LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 605 | $371.8M |
| Non-Discretionary | 0 | $0 |
| Total | 605 | $371.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 124 | $34.6M |
| HNW Individuals | 95 | $326.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $10.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-122861 |
|---|---|
| SEC ERA File Number | 801-122861 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304375 |
| Legal Entity Identifier | None |
Principal Office
115 S LA CUMBRE LANESUITE 201
SANTA BARBARA
CA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 805-567-4288, Fax: None
Chief Compliance Officer
BRIAN LLOYD
MANAGING MEMBER
115 S LA CUMBRE LANE
SUITE 201
SANTA BARBARA
CA
United States
Tel:
805-567-4288 EXT 102
B****@***********************M
(Full email address available in API data)
Industry Affiliates
| PAINTED PORCH PE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PAINTED PORCH RE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PAINTED PORCH PE 1, L.P. | Private Equity Fund | $1.8M | $0.1M | 6 |
| PAINTED PORCH RALLYDAY 2, L.P. | Private Equity Fund | $2.6M | $0.0M | 25 |
| PAINTED PORCH RE 1, L.P. | Private Equity Fund | $1.8M | $0.1M | 23 |
| PAINTED PORCH RE 2022, L.P. | Private Equity Fund | $2.3M | $0.0M | 35 |
| PAINTED PORCH RE 2023, L.P. | Private Equity Fund | $1.8M | $0.0M | 26 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHLIEMANN, KURT, RICHARD | Individual | – | MEMBER | 01/2022 | 25-50% |
| LLOYD, BRIAN, DENNIS | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 04/2019 | 50-75% |
| CASTANINO, JAMES, JOHN | Individual | – | MEMBER | 01/2022 | 10-25% |