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| Keyboard |
| Santa Barbara Mgmt LLC
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|---|---|
| CRD # | 334801 |
| SEC # | 801-132201 |
| CIK # | |
| AUM | 530.2 M (2026-06-01) |
| Employees | 18 (94% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 734-604-9891 |
| Address | 222 N LaSalle Street Chicago, IL 60601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 522.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 267 | 530.2 |
| By Discretionary | ||
| Discretionary | 139 | 231.7 |
| Non-Discretionary | 128 | 298.5 |
| Total | 267 | 530.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.2 | |
| Total | 267 | 530.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
XXI Wealth LLC
✚
|
IL | 531.5 M |
|
Ceeto Capital Group LLC
✚
|
FL | 531.4 M |
|
Brown Wealth Management LLC
✚
|
IL | 530.8 M |
|
Matheson & Rock Wealth Management LLC
✚
|
IA | 530.0 M |
|
Yarger Wealth Strategies LLC
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|
OH | 529.7 M |
|
Barrett & Company Inc
✚
|
RI | 529.7 M |
|
Mindful Asset Planning LLC
✚
|
MN | 529.5 M |
|
Benefit Fiduciary Group LLC
✚
|
VA | 529.4 M |
|
COWA LLC
✚
|
OK | 529.4 M |
|
Navigate Private Wealth LLC
✚
|
UT | 529.2 M |