DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 304375
SANTA BARBARA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRIAN DENNIS LLOYD | n/a | SANTA BARBARA, CA | 6 | 19 | 1 | no |
| CRAIG ALAN SCHMITT | n/a | SANTA BARBARA, CA | 5 | 9 | n/a | no |
| TIMOTHY ROBERT LINDVALL | Chartered Financial Analyst | CONROE, TX | SANTA BARBARA, CA | 4 | 13 | n/a | no |
| KURT RICHARD SCHLIEMANN | n/a | AUSTIN, TX | SANTA BARBARA, CA | 4 | 25 | n/a | no |
| GREGG DESMOND HACKETHAL | n/a | SANTA BARBARA, CA | 4 | 42 | 2 | no |
| Justin Michael Vlaanderen | Certified Financial Planner | SANTA BARBARA, CA | 3 | 15 | 2 | no |
| ERIC DAVID TOUBIN | Chartered Financial Analyst | SANTA BARBARA, CA | 1 | 25 | n/a | no |
| Nicholas Scott Thanaet | n/a | SANTA BARBARA, CA | 1 | 11 | 2 | no |
| ZACHARY JAMES PHILIPP | Certified Financial Planner | SANTA BARBARA, CA | 1 | 12 | n/a | no |
| CARSON BLAKE HANSEN | n/a | SANTA BARBARA, CA | PORTLAND, OR | 1 | 11 | n/a | no |
| Katharine Lynn Newell | Certified Financial Planner | SANTA BARBARA, CA | 0 | 11 | 2 | no |
| DALE KETE COCKRELL | n/a | SANTA BARBARA, CA | NAPLES, FL | 0 | 33 | n/a | no |
| DEVON PAIGE FRAZIER | n/a | SANTA BARBARA, CA | BEND, OR | 0 | 13 | n/a | no |
| GRACE CAMERON MCCLELLAN | Certified Financial Planner | SANTA BARBARA, CA | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PAINTED PORCH RALLYDAY 2, L.P. | Private Equity Fund | $2.6M | Jul 26, 2024 | 25 | Mar 17, 2023 | reported | 021-493472 |
| PAINTED PORCH RE 2022, L.P. | Private Equity Fund | $2.3M | Jul 26, 2024 | 35 | Mar 1, 2022 | reported | 021-493478 |
| PAINTED PORCH RE 2023, L.P. | Private Equity Fund | $1.8M | Jul 26, 2024 | 26 | Mar 27, 2024 | reported | n/a |
| PAINTED PORCH RE 1, L.P. | Private Equity Fund | $1.8M | Jul 26, 2024 | 23 | Nov 11, 2021 | reported | 021-389667 |
| PAINTED PORCH PE 1, L.P. | Private Equity Fund | $1.8M | Jul 26, 2024 | 6 | Nov 11, 2021 | reported | 021-362133 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LLOYD, BRIAN, DENNIS | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | yes | 04/2019 | May 28, 2019 | Jul 26, 2024 |
| SCHLIEMANN, KURT, RICHARD | Member | C | yes | 01/2022 | Mar 17, 2023 | Jul 26, 2024 |
| CASTANINO, JAMES, JOHN | Member | B | no | 01/2022 | Mar 17, 2023 | Jul 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PAINTED PORCH PE GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| PAINTED PORCH RE GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $572M | $572M | 21 | 13 | 0 | 5 | n/a |
| 2024 | Mar 31, 2025 | $518M | $518M | 19 | 9 | 0 | 5 | n/a |
| 2023 | Mar 27, 2024 | $372M | $372M | 15 | 8 | 0 | 5 | $10.3M |
| 2022 | Mar 17, 2023 | $235M | $235M | 12 | 7 | 1 | 4 | $8.5M |
| 2021 | Mar 1, 2022 | $147M | $147M | 11 | 6 | 1 | 3 | $3.6M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $572M | $518M | 10.4% | $235M | 34.6% | 21 | 19 | 0 | 0 |