Santa Barbara Asset Management LLC
Legal Name: SANTA BARBARA ASSET MANAGEMENT, LLC
Full Contact Details
Santa Barbara Asset Management LLC
2049 CENTURY PARK EAST, 17TH FLOOR, LOS ANGELES, CA
310-552-5100
310-228-5946
Other Info
Santa Barbara Asset Management LLC, a Delaware Limited Liability Company, is a small but effective financial advisory firm with 15 employees, half of whom are advisors. Despite serving only 14 clients, the firm has been approved by the SEC and registered since 2005.
Nuveen | Investment specialist | Nuveen
Nuveen offers a comprehensive range of investment capabilities across income, equities, alternatives and multi-asset solutions.
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Nuveen is a global investment manager that works in partnership with our clients to create outcome-focused solutions to help them reach their goals for their financial future.
Direct Owners
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AVI MARK MIZRACHI
MANAGING DIRECTOR, GENERAL COUNSEL owns less than 5%
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DAVID ALLEN CHALUPNIK
SENIOR MANAGING DIRECTOR, PORTFOLIO MANAGER owns less than 5%
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DAVID SUNG MIN PARK
MANAGING DIRECTOR, PORTFOLIO MANAGER, DIRECTOR OF RESEARCH owns less than 5%
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MARY ANN IUDICE
CHIEF COMPLIANCE OFFICER owns less than 5%
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NUVEEN INVESTMENTS, INC.
MANAGING MEMBER owns 75% or more
Indirect Owners
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NUVEEN FINANCE, LLC
SHAREHOLDER owns 75% or more
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NUVEEN HOLDINGS 1, INC.
SHAREHOLDER owns 75% or more
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NUVEEN HOLDINGS, INC.
SHAREHOLDER owns 75% or more
-
NUVEEN, LLC
MEMBER owns 75% or more
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TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA
MEMBER owns 75% or more
-
TIAA BOARD OF OVERSEERS
SHAREHOLDER owns 75% or more
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