DBA: SANTA BARBARA MANAGEMENT
| Total AUM | $530.2M |
| Discretionary | $231.7M44% of AUM |
| Non-Discretionary | $298.5M |
| Client Accounts | 267 |
| Avg Account Size | $2.0M |
| Employees | 18 |
| Peak AUM | $530.2MMar 2026 |
| AUM CAGR | +93.5% /yrover 1 yrs · 8 filings |
Total AUM
$530M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $530M | — | — | — | |
| Discretionary AUM | $232M | — | |||
| Total AUM | $530.2M |
| Discretionary | $231.7M |
| Employees | 18 |
| Client Accounts | 267 |
| Client Range | 0 |
Address
10 E. OHIO ST.
CHICAGO IL 60611
Phone
734-604-9891
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$232M
43.7% of AUM
Non-Discretionary
$299M
56.3% of AUM
Custody
No related registrations reported
| — |
| Non-Disc. AUM | $299M | — | — | — |
| Total Accounts | 267 | — | — | — |
| Avg Account Size | $2M | — | — | — |
| Employees | 18 | +500.0% | — | — |
| AUM / Employee | $29M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $522M | — | — | — | |
| Institutional AUM | $8M | — | — | — | — |
Client Count Segments | |||||
| Institutional | 1 | — | — | — | — |
| Individuals | 8 | — | — | — | |