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Staines Financial, LLC

● SEC registered since 2018CRD 299405SEC# 801-114428Roseville, CA
Export (members)
Ranks #5,323 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$168.7M
Fund GAV
$168.7M
Private funds
2
Employees
9
Accounts
2
Location
Roseville, CA

Staines Financial, LLC assets under management

Staines Financial, LLC is an investment advisory firm registered with the SEC based in Roseville, CA. The firm has been registered since 2018. It reports $168.7 million in regulatory assets under management and employs 9 people. Staines Financial, LLC manages 2 private funds with combined gross assets of $168.7 million, including Jorva Partners B LP. By regulatory assets, it ranks 5,323 of 6,004 private fund managers.

Staines Financial, LLC private funds

2 funds · $168.7M GAV
FundTypeGross assetsMin.
Jorva Partners B LPOther Private$141.5M$25K
Jorva Partners a LPOther Private$27.2M$25K

Staines Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Mark Massaro ControlPresident And Chief Compliance OfficerUnder 5%2019
Michael Lawrence Staines ControlManaging MemberOver 75%2017
Natasha Jane Day ControlChief Financial OfficerUnder 5%2025

Frequently asked questions

How much does Staines Financial, LLC manage?

Staines Financial, LLC reports $168.7 million in regulatory assets under management on its Form ADV.

How many private funds does Staines Financial, LLC manage?

Staines Financial, LLC manages 2 private funds with combined gross assets of $168.7 million.

How many employees does Staines Financial, LLC have?

Staines Financial, LLC reports 9 employees.

Where is Staines Financial, LLC located?

Staines Financial, LLC is based in Roseville, CA and has been SEC-registered since 2018.

Does Staines Financial, LLC disclose fund performance?

Staines Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1420 Rocky Ridge Drive, Suite 250, Roseville, CA 95661
Phone916-663-6723
Fax916-663-6734
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$168.7M▲ 1%
Mar '25 — $166.4MApr '25 — $166.4MMay '25 — $166.4MJun '25 — $166.4MJul '25 — $166.2MAug '25 — $166.2MSep '25 — $166.2MOct '25 — $166.2MNov '25 — $166.2MDec '25 — $166.2MJan '26 — $166.2MFeb '26 — $166.2MMar '26 — $166.2MApr '26 — $168.7MMay '26 — $168.7MJun '26 — $168.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
AUM vs fund managersTop 89%
Larger than 11% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$168.7Mregulatory AUM
Discretionary $168.7M

Service providers