Santa Barbara Management Holdings, LLC
through Jun 17, 2025
Offering amounts describe securities offered; amounts sold are issuer-reported as of each filing. Amendments can repeat earlier amounts. We do not add these figures into a capital-raised total. Missing amounts are not zero. Data coverage and methodology · How to interpret the amounts.
Differences between reported disclosures
Same issuer CIK; offering identity has not been established. Differences are arithmetic comparisons between disclosures, not additional capital raised, new investors or confirmed amendments to the same offering.
| Field | Apr 29, 2025 · D | Jun 17, 2025 · D/A | Later minus earlier |
|---|---|---|---|
| Reported offering amount | $8,802,022 | $1,497,978 | $-7,304,044 |
| Reported amount sold | $8,802,022 | $1,497,978 | $-7,304,044 |
| Reported investor count | — | — | — |
| Reported minimum investment | $0 | $0 | $0 |
Earlier SEC source: 0002052352-25-000002 · Later SEC source: 0002052352-25-000004
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Latest available filing snapshot
- Reported offering amount
- $1,497,978
- Reported amount sold
- $1,497,978
This is one filing's disclosure, not the issuer's lifetime fundraising or current offering status.
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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SANTA BARBARA ADVISORS, INC.
high CRD 801-70682
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SANTA BARBARA ALPHA STRATEGIES
high CRD 801-60363
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SANTA BARBARA ASSET MANAGEMENT, LLC
high CRD 801-65003
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BARES CAPITAL MANAGEMENT, INC.
medium CRD 801-63780
Form D filings (3)
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0002052352-25-000004D/A · Jun 17, 2025 · OtherOffering: $1,497,978Sold: $1,497,978
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0002052352-25-000002D · Apr 29, 2025 · OtherOffering: $8,802,022Sold: $8,802,022
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0002052352-25-000001D · Jan 16, 2025 · OtherOffering: $1,449,332Sold: $1,449,332