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Christopher Charles Haupert

Miltonian Capital Management, LLC

Los Olivos, CA

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Current Employers
Miltonian Capital Management, Llc

Los Olivos, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-14
  • CA RA
    APPROVED
    Since 2025-08-14

Branch Locations

Los Olivos, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Miltonian Capital Management Santa Barbara CA 06/2020 Present
Certis Capital Management Santa Barbara CA 04/2017 03/2020
Self Employed Hudson NY 03/2001 04/2017
Self Employed Santa Barbara CA 03/2020 05/2020
  • 06/2020 → Present
    Miltonian Capital Management
    Santa Barbara, CA
  • 04/2017 → 03/2020
    Certis Capital Management
    Santa Barbara, CA
  • 03/2001 → 04/2017
    Self Employed
    Hudson, NY
  • 03/2020 → 05/2020
    Self Employed
    Santa Barbara, CA
Other Businesses

BOOKKEEPING TASKS FOR 1 CLIENT. SERVICES LIMITED TO PAYING BILLS AND TRACKING ACCOUNT BALANCES. NO CUSTODY, NO DISCRETION, AND NO INVESTMENT ADVICE. TIME SPENT AVERAGES 6 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-10
  • S65 Uniform Investment Adviser Law Examination
    2020-07-10

View on SEC IAPD

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