Starbuck Tisdale & Associates (Santa Barbara)

Name: Starbuck Tisdale & Associates
Address: 111 W Micheltorena Street, Santa Barbara, CA, 93101
Telephone: (805)963-5963

Starbuck Tisdale & Associates is a large advisory firm based in Santa Barbara. It manages $1.63 billion of regulatory assets for 873 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 15 other states.

Starbuck Tisdale & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Starbuck Tisdale & Associates: assets under management

The assets under management (AUM) of Starbuck Tisdale & Associates is $1.63 billion. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $938.11 million in discretionary accounts and $688.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.13 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $17.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Starbuck Tisdale & Associates for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Starbuck Tisdale & Associates

Lawrence David Tisdale has been acting as President since 1 Aug 1966. Susan Anne Newvine joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence David Tisdale	President	1 Aug 1966	50% - 75%	2227366
Clare Behm Miner Mcmahon	Senior vice president	1 Oct 1985	Other	4331961
Patrick Storm Steele	Senior vice president	1 Oct 1985	Other	1027454
Donn Valerio Tognazzini	Executive vice president	1 Dec 1986	Other	447645
Todd David Sullivan	Vice president	1 Apr 1995	Other	2227367
Jon Sheldon Bull	Executive vice president	1 Jul 1995	Other	4331944
Robin Paige Purcell	Vice president	1 Jul 1995	Other	1823711
Robin Paige Kopeikin	Vice president	1 Jul 1995	Other	1823711
Robin Purcell Kopeikin	Vice president	1 Jul 1995	Other	1823711
Edward Joseph Dobranski	Director	1 Mar 2002	Other	4298121
James H. Herbert	Director	1 Mar 2002	Other	4371221
Katherine August Dewilde	Director	1 Mar 2002	Other	4298050
First Republic Bank	Parent company	1 Mar 2002	75% - 100%	88-0157485
Teresa Holly Casady	Vice president	1 Nov 2002	Other	2539913
David Wayne Marquardt	Senior vice president	1 Nov 2003	Other	4782665
Christopher John Brancazio	Chief compliance officer	1 Jan 2004	Other	2078699
Matthew Lee Hall	Senior vice president	1 Jun 2005	Other	2266756
Susan Anne Newvine	Chief compliance officer	1 Mar 2007	Other	5316018

Based in Santa Barbara

The principal office where Starbuck Tisdale & Associates performs its advisory services is located at 111 W Micheltorena Street, Santa Barbara, CA 93101, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (805)963-5963 or by fax (805)965-4310. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.starbuck-tisdale.com.