The PAINTED PORCH ADVISORS is a privately held investment adviser that advises $571.92mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. PAINTED PORCH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 3,011.26% over the last 5-years.
The Group has been registered with the SEC for 7.08 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 115 S LA CUMBRE LANE SUITE 201, SANTA BARBARA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 21 employees comprised of 13 investment and 8 non-investment staff. The total number of Employees increased by 320% over the last 5-years.
Their $571.92mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $497.86mn or 87.05% of Total Assets and Individuals own $63.73mn or 11.14% of Total Assets.
The Group's top investment strategies include Real Estate and Traditional LBO, representing 57.86% and 42.14% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PAINTED PORCH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.