Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Paine Schwartz Partners, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
PAINE SCHWARTZ PARTNERS FOUNDERS, L.P.Direct owner · Schedule AInterest in PAINE SCHWARTZ PARTNERS, LLC
75%+
KEVIN MICHAEL SCHWARTZDirect owner · Schedule AInterest in PAINE SCHWARTZ PARTNERS, LLC
< 5%
ANGELOS JOHN DASSIOSDirect owner · Schedule AInterest in PAINE SCHWARTZ PARTNERS, LLC
< 5%
PAINE FAMILY TRUSTIndirect owner · Schedule BInterest in PAINE SCHWARTZ PARTNERS FOUNDERS, L.P.
50% to < 75%
PAINE FAMILY TRUSTIndirect owner · Schedule BInterest in PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC
50% to < 75%
THE KEVIN M. SCHWARTZ REVOCABLE TRUSTIndirect owner · Schedule BInterest in PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC
50% to < 75%
THE KEVIN M. SCHWARTZ REVOCABLE TRUSTIndirect owner · Schedule BInterest in PAINE SCHWARTZ PARTNERS FOUNDERS, L.P.
50% to < 75%
ANGELOS JOHN DASSIOSIndirect owner · Schedule BInterest in EVVIA FAMILY TRUST
25% to < 50%
EVVIA FAMILY TRUSTIndirect owner · Schedule BInterest in PAINE SCHWARTZ PARTNERS FOUNDERS, L.P.
25% to < 50%
EVVIA FAMILY TRUSTIndirect owner · Schedule BInterest in PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Paine Schwartz Partners, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-30 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | ROBERT MONK MEYERCHIEF FINANCIAL OFFICERIndividual | PAINE SCHWARTZ PARTNERS, LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER03/2006 | Schedule APDF page 113 |
| 2 | PAINE SCHWARTZ PARTNERS FOUNDERS, L.P.SOLE MEMBER & MANAGING MEMBERDomestic entity | PAINE SCHWARTZ PARTNERS, LLC | 75% or moreCode E | Yes | SOLE MEMBER & MANAGING MEMBER12/2009 | Schedule APDF page 113 |
| 3 | WILLIAM DEXTER PAINECHAIRMANIndividual | PAINE SCHWARTZ PARTNERS, LLC | Less than 5%Code NA | Yes | CHAIRMAN03/2006 | Schedule APDF page 113 |
| 4 | KEVIN MICHAEL SCHWARTZCHIEF EXECUTIVE OFFICER, MANAGING PARTNERIndividual | PAINE SCHWARTZ PARTNERS, LLC | Less than 5%Code NA | Yes | CHIEF EXECUTIVE OFFICER, MANAGING PARTNER03/2006 | Schedule APDF page 113 |
| 5 | RENATA LOMBARDI MALAVAZZICHIEF COMPLIANCE OFFICER / GENERAL COUNSELIndividual | PAINE SCHWARTZ PARTNERS, LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL04/2020 | Schedule APDF page 113 |
| 6 | ANGELOS JOHN DASSIOSCHIEF INVESTMENT OFFICER, MANAGING PARTNERIndividual | PAINE SCHWARTZ PARTNERS, LLC | Less than 5%Code NA | Yes | CHIEF INVESTMENT OFFICER, MANAGING PARTNER01/2020 | Schedule APDF page 113 |
| 7 | PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLCGENERAL PARTNERDomestic entity | PAINE SCHWARTZ PARTNERS FOUNDERS, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2009 | Schedule BPDF page 113 |
| 8 | PAINE FAMILY TRUSTLIMITED PARTNERDomestic entity | PAINE SCHWARTZ PARTNERS FOUNDERS, L.P. | 50% to less than 75%Code D | Yes | LIMITED PARTNER12/2009 | Schedule BPDF page 113 |
| 9 | WILLIAM DEXTER PAINEMANAGERIndividual | PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC | Percentage not specifiedCode F | Yes | MANAGER12/2009 | Schedule BPDF page 113 |
| 10 | WILLIAM DEXTER PAINETRUSTEEIndividual | PAINE FAMILY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE10/1994 | Schedule BPDF page 113 |
| 11 | PAINE FAMILY TRUSTMEMBERDomestic entity | PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC | 50% to less than 75%Code D | Yes | MEMBER12/2009 | Schedule BPDF page 113 |
| 12 | SUSAN LEVIN PAINETRUSTEEIndividual | PAINE FAMILY TRUST | Percentage not specifiedCode F | No | TRUSTEE10/1994 | Schedule BPDF page 113 |
| 13 | KEVIN MICHAEL SCHWARTZTRUSTEEIndividual | THE KEVIN M. SCHWARTZ REVOCABLE TRUST | Percentage not specifiedCode F | Yes | TRUSTEE01/2020 | Schedule BPDF page 113 |
| 14 | THE KEVIN M. SCHWARTZ REVOCABLE TRUSTMEMBERDomestic entity | PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC | 50% to less than 75%Code D | Yes | MEMBER01/2020 | Schedule BPDF page 114 |
| 15 | THE KEVIN M. SCHWARTZ REVOCABLE TRUSTLIMITED PARTNERDomestic entity | PAINE SCHWARTZ PARTNERS FOUNDERS, L.P. | 50% to less than 75%Code D | Yes | LIMITED PARTNER01/2020 | Schedule BPDF page 114 |
| 16 | KEVIN MICHAEL SCHWARTZMANAGERIndividual | PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC | Percentage not specifiedCode F | Yes | MANAGER12/2009 | Schedule BPDF page 114 |
| 17 | ANGELOS JOHN DASSIOSTRUSTEEIndividual | EVVIA FAMILY TRUST | 25% to less than 50%Code C | Yes | TRUSTEE12/2012 | Schedule BPDF page 114 |
| 18 | EVVIA FAMILY TRUSTLIMITED PARTNERDomestic entity | PAINE SCHWARTZ PARTNERS FOUNDERS, L.P. | 25% to less than 50%Code C | Yes | LIMITED PARTNER01/2020 | Schedule BPDF page 114 |
| 19 | EVVIA FAMILY TRUSTMEMBERDomestic entity | PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC | 25% to less than 50%Code C | Yes | MEMBER01/2020 | Schedule BPDF page 114 |
| 20 | ANGELOS JOHN DASSIOSMANAGERIndividual | PAINE SCHWARTZ PARTNERS FOUNDERS GP, LLC | Percentage not specifiedCode F | Yes | MANAGER09/2021 | Schedule BPDF page 114 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/30/2026 8:04:19 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.