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Santa Barbara Management CRD 334801
$530M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-07 |
Branch Locations
222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-22 |
Branch Locations
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lagrange Country Club | Lagrange | IL | 05/2017 | 08/2019 |
| Continental Autosports | Hinsdale | IL | 05/2020 | 08/2021 |
| Curi Capital | St. Joseph | MI | 06/2022 | 08/2022 |
| Curi Capital | Chicago | IL | 06/2023 | 08/2023 |
| Iron Road Capital Partners | Chicago | IL | 05/2024 | 08/2024 |
| Mcclure Junior High School | Western Springs | IL | 08/2014 | 05/2017 |
| Lyons Township High School | Western Springs | IL | 08/2017 | 05/2021 |
| Michigan State University | East Lansing | MI | 08/2021 | 05/2025 |
| Unemployed | Western Springs | IL | 05/2025 | 09/2025 |
| The Mather Group, Llc | Chicago | IL | 09/2025 | 07/2026 |
| Santa Barbara Management, Llc | Chicago | IL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-20 |
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