Santa Barbara Management

Firm record

As recorded in SEC IAPD

Firm CRD

334801

SEC number

801-132201

Firm type

RIA

Assets under management

$530.2M as of Jun 1, 2026

Website

www.santabarbaramanagement.com ↗

Phone

734-604-9891

Address

222 N. Lasalle Street, Chicago, IL, 60601

Advisors at this firm

13 in our index · page 1 of 1

• Anthony George BertiCRD 8203315 · Montecito, CA
  IA Registered
• Robert Donald Casey IIICRD 8040063 · Chicago, IL
  IA Registered
• Paul Mark ClancyCRD 6956649 · Chicago, IL
  IA RegisteredRegistration inactive
• Jack N CagigalCRD 7751874 · Chicago, IL
  IA RegisteredRegistration inactive
• Kristen Elizabeth DealyCRD 6325076 · Chicago, IL
  IA RegisteredBroker
• Peter Julius FallonCRD 6502301 · Chicago, IL
  IA RegisteredRegistration inactive
• Elizabeth Clark FrancisCRD 8083501 · Chicago, IL
  IA Registered
• Carly Rose GlasnowCRD 8283202 · Montecito, CA
  IA Registered
• Elizabeth GoodfellowCRD 8203294 · Chicago, IL
  IA Registered
• Jacob Martin MayerCRD 6004345 · Chicago, IL
  IA RegisteredRegistration inactive
• Kinshuk Dey RajanCRD 6786467 · Chicago, IL
  IA RegisteredRegistration inactive
• Elizabeth Anne ReffCRD 7831863 · Chicago, IL
  IA RegisteredRegistration inactive
• Gustav Magnus Nicholas VikCRD 6081676 · Montecito, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.