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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

STAINES FINANCIAL, LLC

CRD 299405

ROSEVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6bf909a8-519e-1eae-2ffa-3d9569a38347

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 1
Observed: Nov 13, 2018 to Jun 2, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Staines Financial, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $169MItem 5.F on the latest filing (2026-06-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $169M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $169Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $169M
SEC number: 801-114428
CRD: 299405
Filings on the tape: 33
First filed: Nov 13, 2018
Latest filed: Jun 2, 2026
Organised: Limited Liability Company, CA
Website: stainesfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Stephen Alexander Kim Sin Belasco	n/a	ROSEVILLE, CA	6	16	4	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
JORVA PARTNERS B LP	Hedge Fund	$37.5M	Mar 16, 2024	269	Apr 19, 2021	reported	021-373840
JORVA PARTNERS A LP	Hedge Fund	$8.9M	Mar 16, 2024	34	Apr 19, 2021	reported	021-373832

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Massaro, Mark	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND OFFICE OPERATIONS	Na	yes	07/2019	Aug 6, 2019	Mar 16, 2024
STAINES, MICHAEL, LAWRENCE	MANAGING MEMBER	E	yes	04/2017	Nov 13, 2018	Mar 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$169M	$169M	9	3	3	2	n/a
2024	Mar 28, 2025	$166M	$166M	15	3	3	2	n/a
2023	Feb 27, 2024	$182M	$182M	4	1	0	2	$46.4M
2022	Feb 23, 2023	$182M	$182M	4	2	0	2	$47.3M
2021	Mar 14, 2022	$184M	$184M	4	2	0	2	$59.9M
2020	Mar 9, 2021	$128M	$0	4	2	0	n/a	n/a
2019	Feb 3, 2020	$147M	$0	1	0	0	n/a	n/a
2018	Mar 27, 2019	$156M	$0	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$169M	$166M	1.4%	$182M	-2.4%	9	15	3	3

Relationships

Advises (2)

→ JORVA PARTNERS B LPPrivate fundHedge Fund, IA
Apr 19, 2021 to presentfactForm ADV
→ JORVA PARTNERS A LPPrivate fundHedge Fund, IA
Apr 19, 2021 to presentfactForm ADV

Registered with (2)

← Stephen Alexander Kim Sin BelascoAdvisorregistration: current employment
Feb 3, 2020 to presentfactForm ADV
← ERIC J CHMIELEWSKIAdvisorregistration: previous registration
Feb 9, 2019 to Nov 15, 2019factForm ADV

Controls (2)

← STAINES, MICHAEL, LAWRENCEOwnerMANAGING MEMBER, ownership code E, individual
Nov 13, 2018 to Mar 16, 2024factForm ADV
← Massaro, MarkOwnerVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND OFFICE OPERATIONS, ownership code NA, individual
Aug 6, 2019 to Mar 16, 2024factForm ADV

Dated events

Occurred
Aug 6, 2019
Control person joined
Mark Massaro (Chief Compliance Officer/ Vp Of Operations) appeared on Schedule A of Staines Financial, Llc
Form ADVobserved 5 days ago
Occurred
Nov 13, 2018
First Form ADV filing
Staines Financial, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6bf909a8-519e-1eae-2ffa-3d9569a38347
First observed: Nov 13, 2018
Last observed: Jun 2, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STAINES FINANCIAL, LLC

CRD 299405

ROSEVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6bf909a8-519e-1eae-2ffa-3d9569a38347

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Stephen Alexander Kim Sin Belasco

n/a

ROSEVILLE, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JORVA PARTNERS B LP

Hedge Fund

$37.5M

Mar 16, 2024

269

Apr 19, 2021

reported

021-373840

JORVA PARTNERS A LP

Hedge Fund

$8.9M

Mar 16, 2024

Apr 19, 2021

reported

021-373832

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Massaro, Mark

VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND OFFICE OPERATIONS

yes

07/2019

Aug 6, 2019

Mar 16, 2024

STAINES, MICHAEL, LAWRENCE

MANAGING MEMBER

yes

04/2017

Nov 13, 2018

Mar 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$169M

n/a

2024

Mar 28, 2025

$166M

n/a

2023

Feb 27, 2024

$182M

$46.4M

2022

Feb 23, 2023

$182M

$47.3M

2021

Mar 14, 2022

$184M

$59.9M

2020

Mar 9, 2021

$128M

n/a

2019

Feb 3, 2020

$147M

n/a

2018

Mar 27, 2019

$156M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$169M

$166M

1.4%

$182M

-2.4%