other names
Staines Financial renders tax management, investment management, retirement, college savings, private placements and insurance products.

Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 15 275.00%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 12/11/2018
AUM* 166,418,395 -8.35%
of that, discretionary 166,418,395 -8.35%
Private Fund GAV* 166,418,395 258.85%
Avg Account Size 83,209,198 15479.87%
% High Net Worth < 0.01% -100.00%
SMA’s Yes
Private Funds 2
Contact Info 916 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
184M 158M 132M 105M 79M 53M 26M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$166,418,395

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Brochure Summary