Santa Barbara Management Holdings, LLC
Filings
3
Total offered
$11.7M
Total sold
$11.7M
Activity
2025-01-16
through 2025-06-17
through 2025-06-17
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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SANTA BARBARA ADVISORS, INC.
high CRD 801-70682
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SANTA BARBARA ALPHA STRATEGIES
high CRD 801-60363
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SANTA BARBARA ASSET MANAGEMENT, LLC
high CRD 801-65003
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BARES CAPITAL MANAGEMENT, INC.
medium CRD 801-63780
Form D filings (3)
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0002052352-25-000004D · 2025-06-17 · OtherOffering: $1,497,978Sold: $1,497,978
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0002052352-25-000002D · 2025-04-29 · OtherOffering: $8,802,022Sold: $8,802,022
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0002052352-25-000001D · 2025-01-16 · OtherOffering: $1,449,332Sold: $1,449,332