Santa Barbara Asset Management LLC

Santa Barbara Asset Management LLC, una Compañía de Responsabilidad Limitada de Delaware, es una pequeña pero efectiva firma de asesoría financiera con 15 empleados, la mitad de los cuales son asesores. A pesar de atender solo a 14 clientes, la firma ha sido aprobada por la SEC y registrada desde 2005.

• AVI MARK MIZRACHI

  MANAGING DIRECTOR, GENERAL COUNSEL posee menos de 5%

• DAVID ALLEN CHALUPNIK

  SENIOR MANAGING DIRECTOR, PORTFOLIO MANAGER posee menos de 5%

• DAVID SUNG MIN PARK

  MANAGING DIRECTOR, PORTFOLIO MANAGER, DIRECTOR OF RESEARCH posee menos de 5%

• MARY ANN IUDICE

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• NUVEEN INVESTMENTS, INC.

  MANAGING MEMBER posee 75% o más

• NUVEEN FINANCE, LLC

  SHAREHOLDER posee 75% o más

• NUVEEN HOLDINGS 1, INC.

  SHAREHOLDER posee 75% o más

• NUVEEN HOLDINGS, INC.

  SHAREHOLDER posee 75% o más

• NUVEEN, LLC

  MEMBER posee 75% o más

• TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA

  MEMBER posee 75% o más

• TIAA BOARD OF OVERSEERS

  SHAREHOLDER posee 75% o más

• Charlesworth & RUGG Inc
• Tcw-Wla JV Venture LLC
• JSF Financial LLC
• Nexus Capital Management LP
• Breakaway Capital Management Holdings LLC
• NWQ Investment Management Company LLC
• Covington Capital Management
• Argosy Wealth Management Corporation
• Oakwood Capital Management LLC
• Riordan Lewis & Haden Inc

• Analyzing the Latest Q4 2018 vs. Q1 2019 13F Holdings Changes by Santa Barbara Asset Management, LLC

• MICROSOFT CORP $308,980k
• UNITEDHEALTH GRP INC $234,041k
• NEXTERA ENERGY INC $232,913k
• LOWES CO $232,421k
• FIDELITY NATL INFO $217,091k
• JPMORGAN CHASE & CO $213,880k
• ACCENTURE PLC IRELAND $207,781k
• COMCAST CORP $201,979k
• UNION PAC CORP $187,889k
• CISCO SYSTEMS INC $184,256k