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SANTA BARBARA MANAGEMENT

SANTA BARBARA MGMT, LLC

CRD 334801 · SEC 801-132201

Visit website

222 N. LASALLE STREET, SUITE 625, CHICAGO, IL, 60601, United States

Phone

734-604-9891

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$530.2M

Discretionary AUM

$231.7M

Team

18 total employees; 17 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals8$522.1M
Corporations/business entities1$8.1M

States served

CA, IL, NY, TX

All web addresses on file

Official SEC filing: View on IAPD