Santa Barbara Management

Overview

Santa Barbara Management is an independent registered investment adviser organized as an LLC and identified as a capital allocator serving both individual/family and institutional clients. Its SEC registration is listed as 2025. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers; it charges fees on a percentage-of-AUM basis as well as fixed and other fee arrangements. The snapshot flags the firm as not an active ESG investor and not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices