Santa Barbara Management

Overview

Santa Barbara Management is an independent registered investment adviser that began SEC registration in 2025 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional investors, and it operates as a capital allocator, using third‑party managers alongside in‑house portfolio management. Advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Their fee arrangements include percentage‑of‑AUM, fixed fees, and other fee types. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices