| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett William Pohl | Chief Compliance Officer | Under 5% | 2025 |
| Kinshuk Dey Rajan Control | Chief Operating Officer | Under 5% | 2024 |
| Robert D. Casey Descendants Trust | Owner | Under 5% | 2025 |
Santa Barbara Mgmt, LLC reports $259.2 million in regulatory assets under management on its Form ADV.
Santa Barbara Mgmt, LLC reports 7 employees.
Santa Barbara Mgmt, LLC is based in Chicago, IL and has been SEC-registered since 2025.
Santa Barbara Mgmt, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 E. Ohio St., 2nd Floor, Chicago, IL 60611 |
| Phone | 734-604-9891 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $240.6M |
| Non-discretionary | $18.5M |
| Total (RAUM) | $259.2M |