Staines Financial, Llc
- Regulatory AUM
- $169M
- Discretionary
- $169M
- Clients
- 2
- Avg AUM / client
- $84.3M
- Accounts
- 2
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $169M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $46.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jorva Partners B Lp | Hedge Fund | Delaware | $37.5M | 269 |
| Jorva Partners A Lp | Hedge Fund | Delaware | $8.9M | 34 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Staines, Michael, Lawrence | Managing Member | Apr 2017 (9y) | 75% or more | |
| Massaro, Mark | Vice President, Chief Compliance Officer, And Office Operations | Jul 2019 (7y) | Less than 5% | |
| Stephen Alexander Kim Sin Belasco | Registered representative | Feb 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (2, $46.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jorva Partners B Lp | Hedge Fund | $37.5M | $25.0K | 269 |
| Jorva Partners A Lp | Hedge Fund | $8.9M | $25.0K | 34 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.27 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
- • Other fees
- • INTRODUCING PROGRAM FEE
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pacific Premier Trust $182M (100% of AUM) Mar 2024
- Millennium Trust Company, Llc $102M (56% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗