Paine Schwartz Partners, Llc
- Regulatory AUM
- $5.2B
- Discretionary
- $5.2B
- Clients
- 18
- Avg AUM / client
- $288M
- Accounts
- 18
- Employees
- 43
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 18 | $5.2B | 100.0% |
Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Paine Schwartz Food Chain Fund V, L.P. | Private Equity Fund | Cayman Islands | $795M | 35 |
| Paine Schwartz Food Chain Fund Iv, L.P. | Private Equity Fund | Cayman Islands | $708M | 50 |
| Paine Schwartz Food Chain Fund V B, L.P. | Private Equity Fund | Cayman Islands | $452M | 36 |
| Paine Schwartz Food Chain Fund Vi, L.P. | Private Equity Fund | Cayman Islands | $315M | 24 |
| Paine Schwartz Food Chain Fund Vi A, L.P. | Private Equity Fund | Cayman Islands | $179M | 11 |
| Paine & Partners Capital Fund Iii, L.P. | Private Equity Fund | Cayman Islands | $113M | 64 |
| Paine Schwartz Food Chain Fund V C, L.P. master | Private Equity Fund | Cayman Islands | $98.4M | 2 |
| Paine & Partners Capital Fund Iii Cz I, L.P. | Private Equity Fund | Cayman Islands | $77.5M | 28 |
| Paine Schwartz Food Chain Fund Vi C, L.P. | Private Equity Fund | Cayman Islands | $74.8M | 2 |
| Paine & Partners Capital Fund Iii Cz Ii, L.P. | Private Equity Fund | Cayman Islands | $70.1M | 39 |
| Paine Schwartz Food Chain Fund V D, L.P. | Private Equity Fund | Cayman Islands | $48.9M | 2 |
| Paine Schwartz Food Chain Fund Vi A Aiv, L.P. master | Private Equity Fund | Delaware | $28.8M | 11 |
| Paine Schwartz Food Chain Fund Vi B, L.P. | Private Equity Fund | Cayman Islands | $28.2M | 2 |
| Paine Schwartz Food Chain Fund Iv Co Investors, L.P. | Private Equity Fund | Cayman Islands | $21.5M | 18 |
| Paine Schwartz Food Chain Fund Iv Aiv, L.P. | Private Equity Fund | Cayman Islands | $3.8M | 29 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Healthcare Pension Plan Intermountain Health Care, Inc. | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paine, Susan, Levin | Trustee | Oct 1994 (32y) | GP / trustee / elected manager of Paine Family Trust (indirect) | |
| Meyer, Robert, Monk | Chief Financial Officer | Mar 2006 (20y) | Less than 5% | |
| Paine, William, Dexter | Chairman | Mar 2006 (20y) | Less than 5% | |
| Schwartz, Kevin, Michael | Chief Executive Officer, Managing Partner | Mar 2006 (20y) | Less than 5% | |
| Dassios, Angelos, John | Chief Investment Officer, Managing Partner | Dec 2012 (14y) | ≈ 4.69% – 25% via Evvia Family Trust | |
| Malavazzi, Renata, Lombardi | Chief Compliance Officer / General Counsel | Apr 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Paine Schwartz Partners Founders, L.P. | Sole Member & Managing Member | Dec 2009 | A | 75% or more |
| Paine Family Trust | Limited Partner | Dec 2009 | B | ≈ 37.5% – 75% via Paine Schwartz Partners Founders, L.P. |
| The Kevin M. Schwartz Revocable Trust | Member | Jan 2020 | B | 50% – 75% of Paine Schwartz Partners Founders Gp, Llc (indirect) |
| Evvia Family Trust | Limited Partner | Jan 2020 | B | ≈ 18.75% – 50% via Paine Schwartz Partners Founders, L.P. |
| Paine Schwartz Partners Founders Gp, Llc | General Partner | Dec 2009 | B | GP / trustee / elected manager of Paine Schwartz Partners Founders, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dassios, Angelos, John: 25% – 50% of Evvia Family Trust × 25% – 50% of Paine Schwartz Partners Founders, L.P. × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Paine Family Trust: 50% – 75% of Paine Schwartz Partners Founders, L.P. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Evvia Family Trust: 25% – 50% of Paine Schwartz Partners Founders, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (20, $3.0B gross assets)
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Healthcare Pension Plan | Intermountain Health Care, Inc. | 25,307 | $3.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 4.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗