Investment adviser · CRD 304375
PAINTED PORCH ADVISORS LLC
Investment adviser filing (IA)
SANTA BARBARA, CA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $572M Form ADV · Item 5.F
- Client accounts
- 806 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 107 | $497,864,402 | 87.1% |
| Individuals | 185 | $63,725,446 | 11.1% |
| Pooled investment vehicles | 5 | $10,335,000 | 1.8% |
Filing source
Form ADV 2067715 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PAINTED PORCH RALLYDAY 2, L.P.Private Equity Fund · Last reported Mar 23, 2026$2.58MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-7828912367
- Reported beneficial owners
- 25
- Minimum commitment
- $30K
- Form D file number
- 021-493472
Form ADV 2067715 · Mar 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PAINTED PORCH RE 2022, L.P.Private Equity Fund · Last reported Mar 23, 2026$2.34MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-5526098119
- Reported beneficial owners
- 35
- Minimum commitment
- $30K
- Form D file number
- 021-493478
Form ADV 2067715 · Mar 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PAINTED PORCH RE 2023, L.P.Private Equity Fund · Last reported Mar 23, 2026$1.84MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-6200010590
- Reported beneficial owners
- 30
- Minimum commitment
- $30K
- Form D file number
- 021-520819
Form ADV 2067715 · Mar 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PAINTED PORCH RE 1, L.P.Private Equity Fund · Last reported Mar 23, 2026$1.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-6674650252
- Reported beneficial owners
- 23
- Minimum commitment
- $50K
- Form D file number
- 021-389667
Form ADV 2067715 · Mar 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PAINTED PORCH PE 1, L.P.Private Equity Fund · Last reported Mar 23, 2026$1.78MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-2253159332
- Reported beneficial owners
- 6
- Minimum commitment
- $50K
- Form D file number
- 021-362133
Form ADV 2067715 · Mar 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
115 S LA CUMBRE LANE, SUITE 201SANTA BARBARA, CA, 93105, United States
CRD 304375
Filing source
Form ADV 2067715 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.