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| Happy Holidays!! thanks for using AUM13F!! |
| Painted Porch Advisors LLC
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| CRD # | 304375 |
| SEC # | 801-122861 |
| CIK # | 0002024585 |
| AUM | $518.2 M (2025-03-31) |
| Employees | 19 (47% Investors, 0% Brokers) |
| Phone | 805-567-4288 |
| Address | 115 S La Cumbre Lane Santa Barbara, CA 93105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.7 | ||
| VISA Inc | 8.2 | ||
| Ares Management LP | 3.0 | ||
| Microsoft Corp | 2.9 | ||
| Procter & Gamble Co | 2.3 | ||
| Chevron Corp | 2.2 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Johnson & Johnson | 2.0 | ||
| Emerson Electric Co | 1.8 | ||
| Coca Cola Co | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Painted Porch RE 2023 LP | [2024-03-27] | 2.9 | 1.8 |
| PE | Painted Porch Rallyday 2 LP | [2023-03-17] | 2.6 | 2.6 |
| PE | Painted Porch RE 2022 LP | [2022-03-01] | 2.3 | 2.3 |
| PE | Painted Porch PE 1 LP | [2021-11-11] | 0.0 | 1.8 |
| PE | Painted Porch RE 1 LP | [2021-11-11] | 0.0 | 1.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 70.1 |
| (b) Individuals (high net worth individuals) | 91 | 437.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 10.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 788 | 518.2 |
| By Discretionary | ||
| Discretionary | 788 | 518.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 788 | 518.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 518.2 | |
| Total | 788 | 518.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brian Lloyd | 5 | ||
| Painted Porch RE GP LLC | 3 | ||
| Tim Lindvall | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002024585] |
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