# PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST ADVISORY SERVICES LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 113621
- Type: SEC-registered investment adviser
- SEC file number: 801-62795
- Location: 360 S. HOPE AVENUE, SUITE C210, SANTA BARBARA, CA, 93105
- Phone: 805-966-1266
- Latest filing: 2021-03-30
- Regulatory AUM: $135K
- Discretionary AUM: $135K
- Clients: 4
- Accounts: 8

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| HYMAN KENNETH ROSS | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER, CHIEF FINANCIAL OFFICER; CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; MANAGER (+1 more) | — |
| MAHOTA TIMOTHY JAMES | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, SECRETARY; CHIEF COMPLIANCE OFFICER, SECRETARY; MANAGER (+1 more) | — |
| BURTON MARCY SHEER | CHIEF MARKETING OFFICER; MANAGER | — |
| HARLINE JOHN MICHAEL | MEMBER | — |
| GEORGGIN NICHOLAS | MEMBER | — |
| REZZA PAULA MARIE | MEMBER | — |
| YOUNG DAVID NMN | CHIEF INVESTMENT OFFICER | — |
| KHAN MAHTAB R | CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| MAHOTA CHRISTINE CATHERINE | CHIEF COMPLIANCE OFFICER | — |
| OWENS ANGIE CHEN | DIRECTOR OF OPERATIONS | — |
| VALDEZ REBECCA MERLYNN | DIRECTOR OF INVESMENTS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113621/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113621/similar
- Related entities: https://search.stillhousedata.com/firm/113621/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113621

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.