Santa Barbara Management
Santa Barbara Management is an SEC-registered ria in Chicago, IL with $530.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Santa Barbara Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334801, SEC 801-132201, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $530.2M (2026-06-01)
- Firm type
- Ria
- Location
- Chicago, IL
- Employees
- 18
- Clients
- 9
- CRD
- 334801
- Ownership
- POHL, BRETT, WILLIAM; SANTA BARBARA MANAGEMENT HOLDINGS, LLC; ROBERT D. CASEY DESCENDANTS TRUST; VIK, GUSTAV, MAGNUS NICHOLAS; Francis, Elizabeth, Clark
How much AUM does Santa Barbara Management have?
Santa Barbara Management reported $530.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Santa Barbara Management?
Disclosed owners and executives of Santa Barbara Management include POHL, BRETT, WILLIAM, SANTA BARBARA MANAGEMENT HOLDINGS, LLC, ROBERT D. CASEY DESCENDANTS TRUST, VIK, GUSTAV, MAGNUS NICHOLAS, Francis, Elizabeth, Clark. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.