# SANTA BARBARA MGMT, LLC

SANTA BARBARA MGMT, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 334801
- Type: SEC-registered investment adviser
- SEC file number: 801-132201
- Location: 222 N. LASALLE STREET, SUITE 625, CHICAGO, IL, 60601
- Phone: 734-604-9891
- Latest filing: 2026-06-01
- Regulatory AUM: $530.2M
- Discretionary AUM: $231.7M
- Non-discretionary AUM: $298.5M
- Clients: 18
- Accounts: 267

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334801/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334801/similar
- Related entities: https://search.stillhousedata.com/firm/334801/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334801

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.