Montecito Capital Management

Overview

Montecito Capital Management is a small, single-owner advisory business organized as a sole proprietorship and classified as a hedge-fund style adviser. The firm serves both individual/family clients and institutional investors and charges fees as a percentage of assets under management. Its advisory work includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles; the firm also acts as a sponsor/GP or managing member for pooled vehicles it runs. Montecito reports a preference for equity exposure and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices