Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
SANTA BARBARA MGMT, LLC
Economics
AUM trajectory
'25'26
$259.2M → $530.2M▲ +105%
Client mix
| Individuals High Net Worth | 8 |
| Corporations | 1 |
Operations
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'25'26
6 advisors → 17 advisors▲ +183%
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation
Filings
Latest ADV filing
03/27/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
SANTA BARBARA MANAGEMENT
Control Persons
SANTA BARBARA MANAGEMENT
CASEY III, ROBERT, DONALD
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
SANTABARBARAMANAGEMENT.COM
Rdap Domain Creation Date
2024-11-27T22:05:42Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Compliance & brand
Firm Registration Status
active
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Bc Firm Active IA Count
10
Rdap Domain Expiration Date
2027-11-27T22:05:42Z
Rdap Domain Last Changed
2024-12-15T20:17:30Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
CASEY III, ROBERT, DONALD
IAR · Executive Officer · 2.5%
Rajan, Kinshuk, Dey
IAR · Executive Officer · 2.5%
Francis, Elizabeth, Clark
IAR · Executive Officer · 2.5%
VIK, GUSTAV, MAGNUS NICHOLAS
IAR · Executive Officer · 2.5%
POHL, BRETT, WILLIAM
Executive Officer · 2.5%
