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SANTA BARBARA ASSET MANAGEMENT, LLC
LOS ANGELES, CA
310-552-5100
SEC #801-65003Total AUM
$7.5B
Employees
12Clients
2,949Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2029 CENTURY PARK EAST
16TH FLOOR
LOS ANGELES
CA 90067
United States
16TH FLOOR
LOS ANGELES
CA 90067
United States
Operating Hours
6:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
310-552-5100
Other Offices
1
Financials
Total AUM
$7.5B
Accounts
2,949Discretionary
$7.5B
Accounts
2,949Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,648AUM
$709.4M
HNW Individual Clients
148AUM
$268.2M
Investment Company Clients
4AUM
$6.3B
Pooled Vehicle Clients
1AUM
$128.3M
Pension/Profit Sharing Plan Clients
21AUM
$19.3M
Charitable Organization Clients
24AUM
$24.8M
Corporation or Business Clients
103AUM
$88.7M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.