|
⚲
|
| Painted Porch Advisors LLC
✚
|
|
|---|---|
| CRD # | 304375 |
| SEC # | 801-122861 |
| CIK # | 0002024585 |
| AUM | $571.9 M (2026-03-23) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 805-567-4288 |
| Address | 115 S La Cumbre Lane Santa Barbara, CA 93105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002024585 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.7 | ||
| Visa Inc | 6.0 | ||
| Chevron Corp | 2.9 | ||
| Johnson & Johnson | 2.9 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Ares Management LP | 2.2 | ||
| Procter & Gamble Co | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Emerson Electric Co | 1.7 | ||
| Amgen Inc | 1.7 | ||
| Coca Cola Co | 1.5 | ||
| YUM Brands Inc | 1.3 | ||
| Idexx Laboratories Inc /DE | 1.2 | ||
| Becton Dickinson & Co | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Union Pacific Corp | 1.0 | ||
| Ecolab Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Facebook Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($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) | 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 | 7 | 2 | ||
| Painted Porch RE GP LLC | 3 | 1 | ||
| Tim Lindvall | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002024585] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mirabilis Management Company LLC
✚
|
0.6 | |
|
Woodward Diversified Capital LLC
✚
|
CA | 0.6 |
|
ATON Financial LLC
✚
|
PR | 0.6 |
|
Florida Atlantic Securities Corp
✚
|
FL | 0.6 |
|
Prairie Wealth Advisors Inc
✚
|
NE | 0.6 |
|
TSP Capital Management Group LLC
✚
|
NJ | 0.6 |
|
Mack & Co Partners LP
✚
|
TX | 0.5 |
|
Mills Wealth Advisors LLC
✚
|
TX | 0.5 |
|
CH Global Capital Management LLC
✚
|
NY | 0.5 |
|
Ariston Services Group LLC
✚
|
CA | 0.5 |