Santa Barbara Management

Financial Services • 10 E Ohio St, 2nd Floor, United States • 11-20 Employees

Company overview

Headquarters	10 E Ohio St, 2nd Floor, Chicago, Illinois 60611, US
Phone number	+13129237845
Website	santabarbaramanagement.com
NAICS	52
Founded	2025
Employees	11-20
Socials

Key Contacts at Santa Barbara Management

Bob Casey

Founder & Ceo

Alex Wolf

Board Of Directors

Hanna Grokenberger Byers

Managing Director, Product

Bridget Byrne

Director Of Tax

Camille Lopresti

Director, Trusts & Estates

Anthony Berti

Family Cfo & Director Of Accouting

Santa Barbara Management Email Formats

Santa Barbara Management uses 1 email format. The most common is {first name} (e.g., john@santabarbaramanagement.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@santabarbaramanagement.com	100%

About Santa Barbara Management

Santa Barbara Management is a fractional family office designed for families to thrive. --- Santa Barbara Management is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

Santa Barbara Management revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	$10,300,000

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite

Entry

Director

Employees by Department

Santa Barbara Management has 12 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore Santa Barbara Management's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2025-02-16	1	$10,300,000

Funding Insights

$10,300,000

Total funding amount

$10,300,000

Most recent funding amount

Number of funding rounds

Frequently asked questions

Santa Barbara Management is located in 10 E Ohio St, 2nd Floor, US.

You can reach Santa Barbara Management at +13129237845.

Santa Barbara Management was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Santa Barbara Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Santa Barbara Management has raised a total of $10,300,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.