Painted Porch Advisors LLC

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Painted Porch Advisors LLC
CRD #304375
SEC #801-122861
CIK #0002024585
AUM 571.9 M (2026-03-23)
Employees 21 (62% Investors, 0% Brokers)
Fees
Minimum
Phone805-567-4288
Address115 S La Cumbre Lane
Santa Barbara, CA 93105
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
60048036024012002010201520212027
Fees and Compensation — Form ADV Part 2A (3/23/2026) [Brochure]
ITEM 5 - FEES AND COMPENSATION
Fee Schedule

Investment Management Services
Painted Porch charges advisory fees for investment management services. Painted Porch‘s advisory fees
are charged based on a percentage of the client’s total assets under management, per the following
schedule:

 Assets Under Management          Annual Fee
 From          To
 $0            $2,000,000         1.00%
 $2,000,001    $5,000,000         0.60%
 $5,000,001    $10,000,000        0.50%
 $10,000,001 And over             0.30%

Our standard fee schedule is not negotiable; however, Painted Porch reserves the right to make
exceptions in limited circumstances at our discretion. We also manage some family and related accounts
without charge.

Painted Porch may recommend certain alternative investments. Generally, Painted Porch is not
responsible for attempting to provide an estimate of fair value for these alternative investments and in
many instances will rely on the value reported by the general partner or other manager of the
investment.

Comprehensive Services (Excluding Investment Management)
For clients engaging us for comprehensive services excluding investment management, Painted Porch
charges a flat fee of $7,500 per year. The scope of the services and fees will be outlined in a letter of
engagement between Painted Porch and the client.

Painted Porch Advisors LLC Brochure                                                         March 23, 2026

Retainer Services and Consulting Services
Painted Porch offers retainer services and consulting services for a mutually agreed upon flat fee.
Annual fees are based on the approximate amount of time and resources required to provide the
services agreed to in the retainer agreement and may be negotiable. Painted Porch and the client will
mutually define the scope of the engagement prior to providing any services. The scope of the
relationship and fees to be charged will be clearly outlined in a letter of engagement between Painted
Porch and the client. No fees or billable activity will be accrued prior to the execution of a letter of
engagement.

Minimum Fee

Retainer Services
For clients engaging us under a retainer agreement, Painted Porch generally requires a minimum
retainer fee of $7,500 per year. However, we may make exceptions at our discretion to charge a lower
minimum annual retainer fee.

Billing Method

Investment Management Services
Painted Porch’s advisory fees are payable quarterly in advance, at the beginning of each calendar
quarter, based on the account market value on the last day of the prior calendar quarter. For certain
alternative investments, market values may be provided by the security sponsor less frequently than
quarterly, and Painted Porch will generally use the most recent reported value for purposes of
calculating the advisory fee. For clients that commence management with us on a date other than the
first day of a calendar quarter, the initial billing will be the charge in advance for the first full calendar
quarter under our management.

Painted Porch may aggregate client accounts that have family or business relationships with each other
for purposes of calculating the advisory fees applicable to each client.

It is up to the client whether they wish to have the advisory fees withdrawn directly from their custodian
account or pay by check. With client authorization, Painted Porch will instruct the custodian to
automatically withdraw Painted Porch’s advisory fee from the client’s account held by an independent
custodian. Typically, the custodian withdraws advisory fees from the client’s account during the first
month of each quarter based on Painted Porch’s instruction. All clients will receive brokerage
statements from the custodian no less frequently than quarterly. The custodian statement will show the
deduction of the advisory fee for those clients who authorize the advisory fees to be withdrawn directly
from their custodian account.

Painted Porch will send an invoice to all clients who choose not to have advisory fees withdrawn directly
from their custodian account. The invoice is payable upon receipt and will include the fee calculation
and amount due.

Painted Porch Advisors LLC Brochure                                                             March 23, 2026

Comprehensive Services (Excluding Investment Management)
Painted Porch’s fees for comprehensive services are payable quarterly in advance.

Retainer Services and Consulting Services
Painted Porch’s fees for retainer services and consulting services are payable quarterly in arrears. The
first payment is due after the first full quarter of services.

Other Fees and Expenses

Painted Porch’s fees do not include custodian fees. Clients pay all brokerage commissions, stock transfer
fees, and other similar charges incurred in connection with transactions in accounts from the assets in
the account, which are in addition to the fees client pays to Painted Porch. See Item 12 - Brokerage
Practices below for more information.

Any mutual fund shares held in a client’s account may be subject to deferred sales charges, 12b-1 fees,
and other fund-related expenses. The fund’s prospectus fully describes the fees and expenses. All fees
paid to Painted Porch for investment management services are separate and distinct from the fees and
expenses charged by mutual funds. Mutual funds pay advisory fees to their managers, which are
indirectly charged to all holders of the mutual fund shares. Consequently, clients with mutual funds in
their portfolios are effectively paying both Painted Porch and the mutual fund manager for the
management of their assets. In addition, real estate offerings in which clients invest may charge internal
fees, which are described in the offering documents. Painted Porch does not receive any portion of the
internal fees of third-party real estate offerings.

Termination

Investment Management Services
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/23/2026) [Brochure]
ITEM 7 - TYPES OF CLIENTS
Painted Porch provides services to individuals, high net worth individuals, trusts and estates, individual
participants of retirement plans, pension and profit-sharing plans, charitable organizations, and
businesses.
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)
3002401801206002024202520262027
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)
ServesInstitutional, Retail
Fund TypesPrivate Equity
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