# Montecito Investment Strategies

Montecito Investment Strategies is a Multi Family Office based in Santa Barbara, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Santa Barbara, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** montecitoinvestmentstrategies.com

## Regulatory record

- **CRD number:** 172218
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172218

## About

MONTECITO INVESTMENT STRATEGIES is a state-registered investment adviser with $10 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure

## People

- John C. S. Miller — Managing Director

## Questions

### How does Montecito structure its investments — fund commitments or direct deals?

Montecito focuses on direct co-investments and club deals rather than traditional fund commitments. This approach allows the firm to negotiate terms directly, avoid additional layers of management fees, and align capital deployment with the specific preferences of its client families.

### What investment stages does Montecito target?

Montecito targets direct investments in real estate (particularly multi-family and industrial), private credit in the middle market, and macro-driven hedge fund allocations. It does not appear to engage in early-stage venture capital or public equities.

### What is Montecito's geographic investment focus?

The firm concentrates on North America, with a particular emphasis on the Western US. Its real estate deals are primarily in California and the Sun Belt region, while private credit investments have a national middle-market scope.

### How does Montecito source its deals?

Montecito sources deals through direct relationships with regional real estate developers, credit funds, and institutional co-investment networks. It does not rely on third-party intermediaries or fund-of-funds platforms, positioning itself as a principal rather than a passive allocator.

## Related profiles

- [Arrowstone Wealth, LLC](https://altss.com/profile/arrowstone-wealth-llc)
- [REI Wealth Management](https://altss.com/profile/rei-wealth-management)

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Last updated: 2026-07-06T01:24:21.606Z

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