SANTA BARBARA ASSET MANAGEMENT, LLC
CRD #138123 SEC #801-65003 LOS ANGELES, CA 310-552-5100
SEC Registered
Total AUM
$7.5B
Discretionary
$7.5B
Employees
12
Clients
--
Accounts
2,949
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $7.5B | $7.5B | $0 | 12 | 9 |
| Mar 2021 | $7.5B | $7.5B | $0 | 12 | 9 |
| Jun 2020 | $4.7B | $4.7B | $0 | 23 | 14 |
| Mar 2020 | $4.7B | $4.7B | $0 | 23 | 14 |
| Jul 2019 | $4.7B | $4.7B | $0 | 15 | 14 |
| Jun 2019 | $4.7B | $4.7B | $0 | 15 | 14 |
| Mar 2019 | $4.7B | $4.7B | $0 | 15 | 14 |
| Apr 2018 | $5.1B | $5.1B | $0 | 18 | 12 |
| Mar 2018 | $5.1B | $5.1B | $0 | 18 | 12 |
| Sep 2017 | $4.4B | $4.4B | $0 | 19 | 3,800 |
| Aug 2017 | $4.4B | $4.4B | $0 | 19 | 3,800 |
| Jun 2017 | $4.4B | $4.4B | $0 | 19 | 3,800 |
| Mar 2017 | $4.4B | $4.4B | $0 | 19 | 3,800 |
| Jul 2016 | $4.7B | $4.7B | $0 | 17 | 4,500 |
| Mar 2016 | $4.7B | $4.7B | $0 | 17 | 4,500 |
| Mar 2015 | $4.8B | $4.8B | $0 | 13 | 3,800 |
| Oct 2014 | $4.5B | $4.5B | $0 | 14 | 3,200 |
| Apr 2014 | $4.5B | $4.5B | $0 | 14 | 3,200 |
| Mar 2014 | $4.5B | $4.5B | $0 | 14 | 3,200 |
| Nov 2013 | $3.3B | $3.3B | $0 | 16 | 2,400 |
| Jul 2013 | $3.3B | $3.3B | $0 | 16 | 2,400 |
| May 2013 | $3.3B | $3.3B | $0 | 16 | 2,400 |
| Apr 2013 | $3.3B | $3.3B | $0 | 16 | 2,400 |
| Mar 2013 | $3.3B | $3.3B | $0 | 16 | 2,400 |
| Dec 2012 | $2.6B | $2.6B | $0 | 30 | 2,700 |
| Mar 2012 | $2.6B | $2.6B | $0 | 11 | 2,700 |
| Jul 2011 | $3.4B | $2B | $1.4B | -- | -- |
| Jul 2011 | $3.4B | $2B | $1.4B | -- | -- |
| Mar 2010 | $3.8B | $3.8B | $45.9M | -- | -- |
| Mar 2009 | $3.9B | $3.9B | $27.5M | -- | -- |
| Mar 2008 | $4.6B | $4.4B | $167.9M | -- | -- |
| Nov 2007 | $4.6B | $4.5B | $116.9M | -- | -- |
| May 2007 | $4.6B | $4.5B | $116.9M | -- | -- |
| Apr 2007 | $4.6B | $4.5B | $116.9M | -- | -- |
| Mar 2007 | $4.6B | $4.5B | $116.9M | -- | -- |
| Dec 2005 | $2.1B | $2B | $98.1M | -- | -- |
| Nov 2005 | $2.1B | $2B | $98.1M | -- | -- |
DateSep 2021
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees12
Clients9
DateMar 2021
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees12
Clients9
DateJun 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees23
Clients14
DateMar 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees23
Clients14
DateJul 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees15
Clients14
DateJun 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees15
Clients14
DateMar 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees15
Clients14
DateApr 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees18
Clients12
DateMar 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees18
Clients12
DateSep 2017
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees19
Clients3,800
DateAug 2017
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees19
Clients3,800
DateJun 2017
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees19
Clients3,800
DateMar 2017
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees19
Clients3,800
DateJul 2016
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees17
Clients4,500
DateMar 2016
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees17
Clients4,500
DateMar 2015
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees13
Clients3,800
DateOct 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees14
Clients3,200
DateApr 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees14
Clients3,200
DateMar 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees14
Clients3,200
DateNov 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients2,400
DateJul 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients2,400
DateMay 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients2,400
DateApr 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients2,400
DateMar 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients2,400
DateDec 2012
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees30
Clients2,700
DateMar 2012
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees11
Clients2,700
DateJul 2011
Total AUM$3.4B
Discretionary$2B
Non-Disc.$1.4B
Employees--
Clients--
DateJul 2011
Total AUM$3.4B
Discretionary$2B
Non-Disc.$1.4B
Employees--
Clients--
DateMar 2010
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$45.9M
Employees--
Clients--
DateMar 2009
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$27.5M
Employees--
Clients--
DateMar 2008
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$167.9M
Employees--
Clients--
DateNov 2007
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$116.9M
Employees--
Clients--
DateMay 2007
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$116.9M
Employees--
Clients--
DateApr 2007
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$116.9M
Employees--
Clients--
DateMar 2007
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$116.9M
Employees--
Clients--
DateDec 2005
Total AUM$2.1B
Discretionary$2B
Non-Disc.$98.1M
Employees--
Clients--
DateNov 2005
Total AUM$2.1B
Discretionary$2B
Non-Disc.$98.1M
Employees--
Clients--