Robert Donald Casey iii
Investment adviser representative at Santa Barbara Management
11 yearsExperience
4 statesRegistered 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
11 years in the industry.
- Riviera Technologies, Inc.May 2026 to now
- Santa Barbara ManagementMar 2025 to now
- Santa Barbara Mgmt, LLCDec 2024 to now
- Partners Fund CapitalJul 2022 to now
- Tegus, Inc.Oct 2019 to Oct 2024
- Mindflash, Inc.Jun 2017 to Oct 2018
- Investment Group of Santa BarbaraMay 2016 to Jun 2022
- Harvard Business SchoolSep 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 4 states (CA, IL, NY, TX).
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
- 8040063
- Firm CRD
- 334801