MONTECITO CAPITAL MANAGEMENT

Overview

Montecito Capital Management operates as a small, owner-run investment adviser that focuses on portfolio management for individuals, small businesses and pooled investment vehicles. The firm is organized as a sole proprietorship and is classified as a hedge fund adviser. Its stated fee model is a percentage of assets under management, and its advisory mandate spans discretionary management of pooled vehicles as well as non-discretionary client portfolios. Investment activity skews toward equities, with a clear preference for liquid public securities accessed largely through exchange-traded funds and direct stock positions. The firm’s structure and filings indicate it runs at least one pooled vehicle under its supervision, and it also uses third-party mutual funds alongside direct equity exposures. Montecito’s approach blends concentrated equity allocations with ETF sleeves to manage exposure and liquidity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices