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| Painted Porch Advisors LLC
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|---|---|
| CRD # | 304375 |
| SEC # | 801-122861 |
| CIK # | 0002024585 |
| AUM | 571.9 M (2026-03-23) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 13.7 | ||
| Visa Inc | 6.0 | ||
| Chevron Corp | 2.9 | ||
| Johnson & Johnson | 2.9 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Ares Management LP | 2.2 | ||
| Procter & Gamble Co | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Emerson Electric Co | 1.7 | ||
| Amgen Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Painted Porch RE 2023 LP | [2024-03-27] | 2.9 M | 1.8 M |
| Offered $10,000,000 · Filed 2024-08-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining $7,085,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Painted Porch Rallyday 2 LP | [2023-03-17] | 2.6 M | 2.6 M |
| Offered $5,000,000 · Filed 2023-09-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining $2,420,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Painted Porch RE 2022 LP | [2022-03-01] | 2.3 M | 2.3 M |
| Offered $5,000,000 · Filed 2023-09-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining $2,660,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Painted Porch PE 1 LP | [2021-11-11] | 1.8 M | |
| Offered $5,000,000 · Filed 2020-03-06 (D) · Exemption 506(c) · Minimum $50,000 · Remaining $5,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Painted Porch RE 1 LP | [2021-11-11] | 1.8 M | |
| Offered $2,000,000 · Filed 2021-02-17 (D) · Exemption 506(c) · Minimum $50,000 · Remaining $2,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 63.7 |
| (b) Individuals (high net worth individuals) | 107 | 497.9 |
| (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 | 806 | 571.9 |
| By Discretionary | ||
| Discretionary | 806 | 571.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 806 | 571.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 571.9 | |
| Total | 806 | 571.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brian Lloyd | Executive Officer | 8 | 2 | |
| Painted Porch Re GP LLC | Executive Officer | 4 | 2 | |
| Tim Lindvall | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002024585] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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