Santa Barbara Management

Overview

Santa Barbara Management describes itself as a fractional family office focused on exceptional builders and their families. Santa Barbara Mgmt, LLC is registered with the U.S. Securities and Exchange Commission, with IAPD approval effective March 17, 2025.¹²

Services

The firm provides family-office-style advisory services primarily to ultra-high-net-worth families. Its services include investment management, tax strategy and compliance support, estate and trust planning support, and financial administration.³

Portfolio work may include equities, fixed income securities, exchange-traded funds, cash management products, alternative investments, and other assets. The firm says it monitors investment accounts and related holdings on an ongoing basis, with formal reviews at least annually and more frequent reviews when client needs call for them.⁵⁶

What the firm offers

• Investment management
• Tax planning
• Administration and bill pay
• Private and alternative investments

Client Focus

Santa Barbara Management generally advises individuals and families, including trusts, estates, charitable vehicles, and family office entities.⁴

Approach

The firm's fractional family office model is designed to coordinate investment, tax, estate, trust, and administrative needs for complex family situations. Its ongoing monitoring and scheduled review process supports continuing oversight of client portfolios and related holdings.¹³⁶

Assets and Minimums

The firm's September 9, 2026 Form ADV reports $530,188,760 in regulatory assets under management, 18 employees, and 2 offices. Santa Barbara Management generally requires a minimum relationship size of $100,000,000, though it may waive or reduce that amount at its discretion.⁷⁹

Fees may be based on assets under management or assets under advisement. The firm also offers fixed fees or combinations of fee arrangements and reports no performance-based fees.⁸

By the numbers

FAQs

Related resources

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• DataMFO fee types from Form ADV

  This guide explains common multifamily office fee types reported in Form ADV filings. Families reviewing investment management, tax planning, administration, and alternative investment services can use it to identify questions about billing, asset based fees, hourly charges, and other costs.

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Sources

1. Santa Barbara Management
2. SEC Investment Adviser Public Disclosure profile
3. Santa Barbara Mgmt, LLC Form CRS
4. Santa Barbara Mgmt, LLC Form ADV dated September 9, 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.