Pavani M Pennathur
Investment adviser representative at Santa Barbara Management
10 yearsExperience
1 stateRegistered in
$530.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Santa Barbara ManagementAug 2026 to now
- Plante Moran Financial AdvisorsAug 2024 to Jul 2026
- Plante Moran Financial AdvisorsJun 2023 to Aug 2023
- Plante MoranJun 2022 to Aug 2022
- University of MichiganSep 2020 to May 2024
- N/aJun 2020 to Aug 2020
- Northville High SchoolSep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Santa Barbara Management
Legal name: Santa Barbara Mgmt, LLC
$530.2MAssets managed
9Clients
15Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8034378
- Firm CRD
- 334801