Montecito Capital Management

Overview

Montecito Capital Management operates as a sole proprietorship based in California and is organized as a hedge fund. The firm provides portfolio management for individuals, small businesses and pooled investment vehicles, and it serves both individual and family clients as well as institutional investors. Its fees are charged as a percentage of assets under management. Montecito does not market itself as an ESG investor and its regulatory footprint is limited to state-level registration in California. The firm also has roles as sponsor, general partner and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices