Anthony George Berti

Employer firm

Santa Barbara Management CRD 334801

$530M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 10/2019
  Berti Spechlet Sarmiento Mckay & Co, Llp
  Santa Barbara, CA
• 05/2018 → 10/2019
  The Cal-West Group, Inc
  Santa Barbara, CA
• 11/2018 → 01/2021
  Santa Barbara Leadership Mbc
  Santa Barbara, CA
• 10/2019 → 04/2020
  St.GEorge & Associates
  Santa Barbara, CA
• 06/2020 → 07/2022
  Igsb, Inc
  Montecito, CA
• 06/2022 → Present
  Partners Fund, Inc
  Montecito, CA
• 09/2025 → 05/2026
  Santa Barbara Management
  Montecito, CA
• 05/2026 → Present
  Santa Barbara Management
  Montecito, CA

Other Businesses

the name of the other business; Partners Fund, Inc whether the business is investment-related; Yes the address of the other business; 1485 East Valley Road, Suite F, Montecito, CA 93108 the nature of the other business; Family Officer your position; Controller title, or relationship with the other business; Controller the start date of your relationship; 06/2022 the approximate number of hours/month you devote to the other business; 10 hours per week the number of hours you devote to the other business during securities trading hours; 10 hours per week and briefly describe your duties relating to the other business; Accounting services

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-30

Other Names

• Tony Berti