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Montecito Capital Management CRD 123266
$35.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
225 East Carrillo Suite 203, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
225 East Carrillo Suite 203, Santa Barbara, CA 93101 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montecito Capital Management | Santa Barbara | CA | 11/2004 | Present |
A largely inactive private fund (Montecito Hedged Strategies Fund, LP) that has not made any new investments for over a decade and is winding down existing holdings.
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