SANTA BARBARA MGMT, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 334801). Regulatory assets under management: $530.2M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Brett William Pohl | CHIEF COMPLIANCE OFFICER | — |
| Kinshuk Dey Rajan | CHIEF INVESTMENT OFFICER & HEAD OF STRATEGIC FINANCE; CHIEF OPERATING OFFICER | — |
| Robert Donald Casey Iii | CEO; OWNER | — |
| Gustav Magnus Nicholas Vik | CHIEF OPERATING OFFICER | — |
| Elizabeth Clark Francis | CHIEF CLIENT OFFICER | — |