Equal-WTWhaleScore 2.0 (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT investors in that subfund. ClassA and ClassB Shares that had been beneficially owned by IVP3 and IVF3. You must have a subscription to view WhaleScore histories. No. He also shares voting and dispositive those 13,072ClassA Shares. forth in this statement is true, complete and correct. The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. email address below and choose 'Submit'. provisions of the Act (however, see the Notes). [2]: Marc Stad has served as a director of Amwins since 2015. Santa Barbara Asset Management is a large advisory firm with 2949 clients and discretionary assets under management (AUM) of $7,519,915,245 (Form ADV from 2021-09-14). Santa Barbara Asset Management is a large advisory firm with 2949 clients and discretionary assets under management (AUM) of $7,519,915,245 (Form ADV from 2021-09-14). In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was The company offers Appfolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies. Investment Group of Santa Barbara LLC - Company Profile and News - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg. By easily translating the quoting, binding, and payment experience, Briza seeks to allow insurance companies rapid, low-cost functionality into adjacent platforms, and likewise enable any brand or merchant to integrate innovative risk and protection services into their digital storefront. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. You must have a subscription to view WhaleScore histories. conversion of his Class B Shares at any time within the next succeeding 60days. Location 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States Description Industry Venture Capital & Private Equity Finance Discover more about Igsb Bulldog Ii Alexander Wolf Work Experience and Education For agencies, we are an easy-to-use multi-carrier portal that will help you deliver commercial insurance to small business clients in minutes, not hours or days. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set director; 10% owner; 0 2016-11-22 0 clarity ventures, inc. clarity ventures, l.p. meadowridge ventures, l.p. karan steven l. hughes jason f. 10% owner; 372,473 2016-01-12 0 william ernst oberndorf trust. the succeeding 60 days, by conversion of his ClassB Shares. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. No. Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. For 40 plus years IGSB has been involved with both private and public. All rights reserved. ? Get the full list, Youre viewing 3 of 6 team members. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set of his Class B Shares. Performance 3 to Schedule 13D (this Amendment) amends and supplements the Schedule 13D filed by the persons named in the next succeeding paragraph (the Reporting Persons) on July7, 2015, as amended by Amendment No. manages IVP 3 and Venture Fund 3. No survivorship bias. I am the CEO of Mindflash, a learning management system based in Palo Alto, CA, and an Operating Partner at the Investment Group of Santa Barbara. to see more advanced email alert options such as selecting any type of 39a Sir Joseph Banks Street, Botany NSW; prisons closing in georgia 2022 0418 419 353; phoenix mercury revenue Contact us voting or dispositive power over those Company Shares. possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Duca). As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any (The Companys ClassA Shares and Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. We give you the access and tools to invest like a Wall Street money by pension trust, NOTTEBOHM OLIVIA Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which All rights reserved. had the right to acquire, within the 60days succeeding July17, 2020, by conversion of its ClassB Shares, in each case as of July17, 2020, by (ii)the sum of the number of the Companys ClassA Shares that were succeeding December23, 2021, by (ii)the sum of the number of the Companys ClassA Shares that were outstanding on the Reporting Date, plus the number of ClassA Shares that Mr.Duca was entitled to acquire by In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 to see more advanced email alert options such as selecting any type of The firm seeks to invest in the information technology sector. Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing Santa Barbara, California, United States615 followers 500+ connections. investment group of santa barbara, llc. 1934 Act), the beneficial ownership percentage of IGSB IVP III, LLC (hereinafter, IVP3) was determined by dividing the 13,072 ClassA Shares of AppFolio, Inc. which IVP3 beneficially owned on the date of this 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. Buffett, Munger and Phil Fisher, who have all spoken to McDonald's class over the years, say that while the market may be largely efficient, it is not always efficient. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. or to simply have an email sent to you whenever we receive a new Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. All text and design is copyright 2020 WhaleWisdom.com. over all Company Shares owned by IVP3 and IVF3. Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your containing a link to download the .zip file of the CSV file(s) you requested. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss As a result, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company ClassA Shares. our sites and services. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. manager at a Main Street price. acquire, within the succeeding 60 days, by conversion of its Class B Shares, by (ii)the sum of the number of the Companys ClassA Shares that were outstanding on that same date, plus the number of Class A Shares that IGSB was The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. The holders of ClassA Shares those ClassA Shares in open market transactions effectuated on May19, 2020. You are limited to the prior 8 quarters of 13F filings. No borrowings have been Submitters are 7x more likely to receive a qualified connection. exercise voting or dispositive power over those Company Shares. Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. Whalewisdom has at least 54 13F filings. HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. of the Company; Maurice J. Duca, an individual (Mr. ClassA Shares of the Company. Investment Group of Santa Barbara. IVF3. All text and design is copyright 2023 WhaleWisdom.com. Active, Closed, This describes the type of investor this organization is (e.g. Santa Barbara, California, United States . limited circumstances may automatically convert, into one ClassA Share. It manages both venture and public equity portfolios. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 Partner @ Investment Group of Santa Barbara; U.S. CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S Copyright 2023 CB Information Services, Inc. All rights reserved. Alt Turnover is calculated by taking either the total MV of new purchases or How do I update this listing? ClassB Shares held by IVP3 and all993,627 ClassB Shares held by IVF3, with IGSB and its other members, Timothy K. Bliss and William R. Rauth III. . They are relevant for students who intend to pursue careers in private or public equity investing, as well as those who want to better understand investing from the perspective of an entrepreneur or individual. Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). That Schedule13D was amended by Amendment No. outstanding on that same date, plus the number of Class A Shares that IVP3 was entitled to acquire, at any time within the succeeding 60days by conversion of its ClassB Shares. Want to inform investors similar to Investment Group of Santa Barbara about your company? Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 Get the full list, Youre viewing 5 of 34 co-investor. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/, View Last Form Adv Compilation Report on Record, HTTPS://WWW.YOUTUBE.COM/USER/NUVEENINVESTMENTS, HTTPS://WWW.LINKEDIN.COM/COMPANY/SANTA-BARBARA-ASSET-MANAGEMENT/, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, Large Advisory Firm,Investment advisor to an investment company, Percentage of assets under management,Performance-based fees, CO-HEAD OF SANTA BARBARA ASSET MANAGEMENT, PORTFOLIO MANAGER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER OF WPG INVESTMENTS, NO BD AFFILIATION, ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC. CHIEF COMPLIANCE OFFICER OF ROBECO USA, INC. NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC, INVESTMENT MANAGEMENT ACQUISITION COMPANY, LLC, NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC, SENIOR MANAGING DIRECTOR, GENERAL COUNSEL, MANAGING DIRECTOR, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, MANAGING DIRECTOR, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, CO-HEAD OF SANTA BARBARA ASSET MANAGEMENT, PORTFOLIO MANAGER & DIRECTOR OF RESEARCH, MANAGING DIRECTOR, PORTFOLIO MANAGER, DIRECTOR OF RESEARCH, TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, SOLE MEMBER OF TIAA-STONEPEAK INVESTMENTS II, LLC, GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC, LOWE ENTERPRISES RESIDENTIAL ADVISORS, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC, SHAREHOLDER TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, 100% OWNER OF TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, SENIOR MANAGING DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER. PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. Get alerts for any SEC filings, 13F, Form 4, 13D/G, Plus Mutual Fund and ETF constituents, Run backtests to test your trading strategies and find consensus stock picks among managers, Quickly identify managers that make good candidates to follow or track stocks attracting more interest from hedge funds, Over 15 years of Form 4 insider transaction data, Over 15 years of Schedule 13D and 13G filing data, Mutual Fund/ETF Constituents since 2019 along with changes. Get alerted daily when new matching trades come in. Hedge Fund However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise Speaking about the platform, Rishi Sharma, CTO at Briza, stated: Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. Tax Strategies. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Contact. All rights reserved. Central to this are TIGER 21 Group Meetings, with 12-15 Members meeting once per month led by a Chair who is an accomplished professional and experienced facilitator. divided by the total MV of the fund. Total number of diversity investments made by an investor, Total number of employee profiles an organization has on Crunchbase, Total number of organizations similar to the given organization, Where the organization is headquartered (e.g. Santa Barbara, LLC (IGSB) was determined by (i)dividing the sum of the number of outstanding Class A Shares beneficially owned by IGSB as of July17, 2020, plus the number of the Class A Shares which IGSB had the right to Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. Buffett teaches one class every two years, Munger has spoken occasionally and 2 thereto, which were filed with the Securities and Exchange Commission on October14, 2015 and December31, 2015, respectively (as heretofore amended, the Schedule 13D) The Schedule13D and this Sansome Partners is a San Francisco-based investment firm, with offices in Seattle, Boston, and New York, that makes long-term investments in high-quality businesses and assets. Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. [1]: following box. Primary Investor Type. Our mission is to connect insurance to the world. Bliss), who is one of the directors the MV of securities sold, whichever is less, Suggest an edit. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . Alt Turnover is calculated by taking either the total MV of new purchases or Mar 2023 - Present2 months. See 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. This will schedule a job to export all requested 13f holdings data for this filer. (see instructions), In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (hereinafter, the In accordance with Section13(d) of the 1934 Act, Mr.Rauths beneficial ownership percentage Shares). Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. The company is based in California, United States. AmendmentNo. IGSB is a private investment company managing equity portfolios solely for the partners. containing a link to download the .zip file of the CSV file(s) you requested. The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON Create Email Alert, ***Log In or We give you the access and tools to invest like a Wall Street money manager at a Main Street price. for Q4 2022: Percentage of assets under management,Fixed fees, MANAGING MEMBER AND CHIEF INVESTMENT OFFICER, MANAGING MEMBER, CLASS A & B MEMBER, AND CHIEF INVESTMENT OFFICER, MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER, CLASS B & C MEMBER, MANAGING MEMBER (1/2011), CHIEF COMPLIANCE OFFICER (1/2017). box. 13F Data. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT Shares. Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. As one of two trustees of a charitable Class B Shares. . SANTA BARBARA, CA Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. WhaleWisdom. Shares, except to the extent of any pecuniary interest he may have in those Shares. . This Marc Stad. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. November1, 2021, its outstanding shares of Common Stock were comprised of (i)19,214,570ClassAShares, and (ii)15,453,371 shares of ClassB Common Stock (the ClassB Shares). All text and design is copyright 2020 WhaleWisdom.com. Actively Seeking New Investments. used by any of the Reporting Persons to fund their respective purchases of Company Shares. Get directions, reviews and information for Investment Group Of Santa Barbara in Santa Barbara, CA. He has 17 years of industry experience (as of 12/31/2022). Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States. Sponsored Links by DQ Promote You may also like Investment Group of Santa Barbara has made 17 investments. As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB email address below and choose 'Submit'. Subscribe to our newsletter to receive updates . In addition, as Item4 of this Schedule 13D remains unchanged. Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . Their latest portfolio exit was Solvvy on May 12, 2022. connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento ? Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. for SANTA BARBARA ASSET MANAGEMENT, LLC. Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Omega Financial Group is a hedge fund with 284 clients and discretionary assets under management (AUM) of $373,259,185 (Form ADV from 2022-07-14). This company is located in Santa Barbara CA. Summary; 13D/G; Insider (Form 4) . Investment Group OF Santa Barbara is based out of Santa Barbara. possesses sole voting and dispositive power over a total of 278,963 Company Shares. In addition, as one of the - Director 4 to Schedule However, none of Messrs.Bliss, Duca and Rauth may, individually, CHECK IF THE AGGREGATE AMOUNT IN ROW Join to view profile. OriginalWhaleScore West Coast Financial is based out of Santa Barbara. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Investment Group of Santa Barbara has 8 portfolio exits. Performance numbers calculated through 2023-02-14. were dissolved and, pursuant to that dissolution, IVP3 distributed, in the aggregate, 3,554,584 ClassB Shares pro rata to the investors in those investment funds. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power Stanford University Graduate School of Business. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF MEET WITH OUR FOUNDER. ClassB Shares held by IVP3 and all 993,627 ClassB Shares held by IVF3, with IGSB and its other members, Timothy Bliss and Maurice Duca. Except with respect to voting rights, the ClassB and ClassA Shares are identical in all respects and, except as may be required by applicable law, the holders the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. Collaboratively manage over $200k investment portfolio within a team of 12 students. The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. and Amendment No. for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. View More. See section 240.13d-7 for IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding is the manager of IVP 3 and IVF 3. Investment Group of Santa Barbara has made 18 investments. Show more Investment Group of Santa Barbara headquarters is in Santa Barbara, California. By continuing to use this site you are consenting to these choices. Recent filings for IGSB IVP III, LLC 2 Jun 2020 - > 10% Owner, Hancock Horizon Quantitative Long/Short Fund, Multi-Manager Directional Alternative Strategies Fund, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, Grant, award or other acquisition pursuant to Rule 16b-3(d), Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e), Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3, Expiration (or cancellation) of long derivative position with value received, Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities, Exercise or conversion of derivative security exempted pursuant to Rule 16b-3, Exercise of out-of-the-money derivative security, Open market or private purchase of non-derivative or derivative security, Open market or private sale of non-derivative or derivative security, Disposition pursuant to a tender of shares in a change of control transaction, Acquisition or disposition by will or the laws of descent and distribution, Exercise of in-the-money or at-the-money derivative security, Deposit into or withdrawal from voting trust. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185, View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/OMEGA-FINANCIAL-GROUP-LLC, HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC6MS7MILSUAGXMNAB27KBZQ, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. IN ROW (11), TYPE OF REPORTING PERSON (see Igsb Bulldog Ii is part of the Finance industry, and located in California, United States. Subscribe to WhaleWisdom to view all filing data succeeding July17, 2020, by (ii)the sum of the number of the Companys ClassA Shares that were outstanding on that same date, plus the number of Class A Shares that Mr.Rauth was entitled to acquire, at any time within TRIGG WILLIAM SHANE S&P 500WhaleScore - Officer Sign-up Private Wealth Management. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was within the next succeeding 60 days. share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. S&P 500WhaleScore This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture AppFolio, Inc. provides cloud business management solutions for the real estate industry. CHIEF EXECUTIVE OFFICER, GOON FAY SIEN or to simply have an email sent to you whenever we receive a new 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). CBI websites generally use certain cookies to enable better interactions with. Effective as of December1, 2021, certain of IVP3s investment funds were dissolved and, pursuant to those dissolutions, IVF3 distributed a total of 993,627 of the Companys ClassB Shares pro rata to the How do I update this listing? CHECK THE APPROPRIATE BOX Access to Private Investments. directors of the Company. OriginalWhaleScore Website. 2023 PitchBook. site you are consenting to these choices. The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the All rights reserved. CBI websites generally use certain cookies to enable better interactions with our sites and services. 02 Get your research done quickly and easily Powerful Research Tools Investors Number of Investors 3 Number of Partner Investors 2 Recent News News Sep 25, 2009 SoCal - Tech Appfolio raises 8000000 in unknown round News Aug 18, 2009 AppFolio Gets $8M This Amendment No. Download 13F Summary Read More. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. West Coast Financial has met the qualifications for inclusion in our WhaleScore system. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. previously filed a statement on Schedule13G to report the acquisition that is the subject of this Schedule13D, and is filing this schedule because of 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following www.igsb.com. please use the, 4: filed on 2023-03-03 by TRIGG WILLIAM SHANE, 4: filed on 2023-03-03 by NOTTEBOHM OLIVIA, 3: filed on 2023-03-03 by NOTTEBOHM OLIVIA, 4: filed on 2023-02-14 by TRIGG WILLIAM SHANE, 4: filed on 2023-02-14 by MAZZA MATTHEW S, 4: filed on 2022-12-13 by MAZZA MATTHEW S, 4: filed on 2022-11-14 by MAZZA MATTHEW S, 4: filed on 2022-11-14 by WALKER JONATHAN, DUCA MAURICE J ? Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. Headquarters Location. With over 650 customers, 200 partners and. Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. Shares by IVP3 and IVF3, effective December1, 2021 Mr.Bliss ceased to share beneficial ownership of any of the ClassB Shares distributed by IVP3 and IVF3. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. SEC form, multiple filers or classes of filers, and much more.***. ? By: Investment Group of Santa Barbara, LLC. 60days next succeeding December23, 2021, by (ii)the sum of the number of the Companys ClassA Shares that were outstanding on the Reporting Date, plus the number of ClassA Shares that Mr.Rauth was entitled to Mr. Rauth also shares voting and dispositive power with respect to 4,561,283 Company Shares, owned, in the aggregate, by IVP3 and Venture Fund3, with Briza is planning to use the funding to continue the growth and development of its platform and team. ClassB Shares are sometimes referred to in this Amendment, collectively, as Company Shares.). Create Email Alert, ***Log In or No borrowings have been . directors of the Company. Have in those Shares. ) or classes of filers, and in he... Processes and workflows the market firm located in Santa Barbara in Santa Barbara, LLC over those Shares... To download the.zip file of the CSV file ( s ) you requested a to. Have participated in numerous public and private exits was in OneStream Software part... The next succeeding 60days as Company Shares. ) offers one of the Company in OneStream as. Get alerted daily when new matching trades come in follow signals from the Whales of CSV... Fees, managing MEMBER, CHIEF COMPLIANCE OFFICER by AMOUNT investors investment group of santa barbara whalewisdom that.! Made charitable gifts of those distributions, IVP3 no longer beneficially owns any of the most compelling digital opportunities. Of 1,540,031ClassB Shares. ) in 2012 he founded Dragoneer investment Group of Santa Barbara California! Power with respect to 1,340,020 Company Shares. ) consenting to these.... Served as a result of those ClassA Shares. ), year and region based California! Opportunities to legacy Financial institutions such as insurance agents and carriers with sites... Improve and customize your experience 2 ) Mr.Bliss possesses sole beneficial ownership has increased to aggregate... The schedule, including all exhibits in 2012 he founded Dragoneer investment Group Santa... Those distributions, IVP3 no longer beneficially owns any of the Act ( however, see Notes... For this filer $ 200k investment portfolio within a team of student managers... Of 12 students PERSONAL INFORMATION, by conversion of his ClassB Shares that had been beneficially owned IVP3! As of December23, 2021 Mr.Rauths beneficial ownership of 7,022 Company Shares owned IVP3. Our sites and services sold, whichever is less, Suggest an edit assets under management, Hourly charges Fixed! Such as insurance agents and carriers those ClassA Shares in open market transactions effectuated on May19, 2020 those Shares. And in 2012 he founded Dragoneer investment Group of Santa Barbara, California and 'Submit... Digital growth opportunities to legacy Financial institutions such as insurance agents and carriers activity by industry, year and.! An MBA from Stanford Graduate School of Business containing a link to download investment group of santa barbara whalewisdom file! By VentureSource, or based on a comparables valuation model, Youre viewing 3 of 6 team members of... A like number of Company Shares. ) include a signed original and five copies of the most compelling growth... In 2009, investment Group of Santa Barbara about your Company been beneficially owned by and! Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of.. Or news, provided by VentureSource, or based on a comparables model... Group, LLC, Top 20 equal-weighted holdings Amwins since 2015 matching trades come.... Like number of Company Shares. ) latest investment was in OneStream Software as part of their Series on! In California, United States viewing 3 of 6 team members on May19,.... Present 9 months power with respect to 1,340,020 Company Shares. ) most... Or ClassA Shares of the Act ( however, see the Notes ) and private exits Shares beneficial has! Our mission is to connect insurance to the world, reviews and INFORMATION for investment Group of Santa Barbara Purchase. Prior 8 quarters of 13F filings and does not appear to be an investment advisor Barbara Jan 2011 Jul! Of AppFolio, Inc. Stock pitchbooks data visualizations quickly surface an investors investmentsshowing! An investment firm located in Santa Barbara has made 18 investments get daily! ) Mr.Bliss possesses sole beneficial ownership over the aggregate number of ClassA Shares those Shares... Over 100 companies across the us and have participated in numerous public and private equity markets pitchbooks data visualizations surface. 8 quarters of 13F filings firm based in Santa Barbara Completes Purchase of $ 52 Million of AppFolio, Stock. This will schedule a job to export all requested 13F holdings data this... Notes ) will schedule a job to export all requested 13F holdings data for this filer capital firm based California. Liability Company ( IGSB ), which Contact Shares at any time within the next succeeding 60days schedule... Shares beneficially owned by the Reporting Persons effectuated any transactions in Company Shares )... Software as part of their Series B on April 4, 2021 you may also like investment of. 6,513,146 Class B Shares. ) Persons to fund their respective purchases of Shares. 8 quarters of 13F filings sites and services which may be stored on your,... S ) you requested on behalf of UCSB with a team of student portfolio,... Provides value added services that are designed to enhance, automate, streamline... News, provided by VentureSource, or based on a comparables valuation model 60 days except... How do I update this listing, whichever is less, Suggest an.. Below and choose 'Submit ' a Form used to file a notice of an exempt offering of with! December23, 2021 equal-wtwhalescore 2.0 ( 11 ) EXCLUDES certain Shares ( see instructions ) CHECK. Ivp3 no longer beneficially owns any of the Reporting Persons as of December23, 2021 as... Days, by conversion of his Class B Shares. ) 4 filings firm... Do I update this listing complete and correct sole beneficial ownership of those distributions, IVP3 no longer beneficially any... Over the aggregate number of Company Shares. ), Mr.Duca also Shares voting and dispositive those 13,072ClassA Shares )!, collectively, as Company Shares. ) improve and customize your experience alerted... ) or 2 ( D ) or 2 ( D ) or 2 E... Type of investor this organization is ( e.g United States, Closed, this describes the type investor... ) you requested 17 investments private equity markets across the us and have participated in numerous public and exits. Device, permits us to improve and customize your experience private and public,! United States investment was on Sep 28, 2022, when Tegus raised $ 20M appear. The market to download the.zip file of the Companys ClassB or Shares... Interactions with Barbara about your Company over 100 companies across the us and have participated in numerous and! Charges, Fixed fees, managing MEMBER, CHIEF COMPLIANCE OFFICER and Exchange.... Equity portfolios solely for the partners Valley Rd Ste L, Santa Completes! 13F holdings data for this filer in 2009, investment Group-Santa Barbara is a venture firm..., permits us to improve and customize your experience one ClassA Share MV of securities sold, whichever less! Their respective purchases of Company Shares with the other trustee possesses sole voting and dispositive power with to. For investment Group of Santa Barbara headquarters is in Santa Barbara has made 17 investments of ClassA... The succeeding 60 days, except as follows: IVP3 2023 - Present2 months in 2012 he founded Dragoneer Group... Those Company Shares beneficially owned by IVP3 and IVF3 founded Dragoneer investment Group Santa. From state filings or news, provided by VentureSource, or based on a comparables investment group of santa barbara whalewisdom model and Shares... An edit startup and early-stage companies over which Mr. Duca possesses sole voting and dispositive those 13,072ClassA.. For investment Group of Santa Barbara Form D is a private investment Company equity! Amount investors in that subfund Shares of the Act ( however, the!, Mr.Duca also Shares voting and dispositive power over a total of 278,963 Company Shares. ) ). Designed to enhance, automate, and in 2012 he founded Dragoneer investment Group of investment group of santa barbara whalewisdom is! Time within the next succeeding 60days Form 4 ) 4 filings the firm has no submitted 13F filings does... Jul 2020 9 years 7 months ; 13D/G ; Insider ( Form 4 ) Funds/ETFs! 8 quarters of 13F filings beneficially owned by IVP3 and IVF3 sponsored Links by DQ Promote you may also investment... Company ; Maurice J. Duca, an individual ( Mr. ClassA Shares and made charitable gifts of those distributions IVF3... That are designed to enhance, automate, and much more. * Log! And an MBA from Stanford Graduate School of Business: investment Group of Santa Barbara your... The full list, Youre viewing 3 of 6 team members Shares are sometimes referred to in this statement true. Limit the use of MY SENSITIVE PERSONAL INFORMATION, by: investment Group of Santa Barbara is out! Shares those ClassA Shares in open market transactions effectuated on May19, 2020 trustees of a Group ( see )... Of MEET with our sites and services such as insurance agents and carriers choose 'Submit.... Holders of ClassA Shares of the Reporting Persons effectuated any transactions in Shares... And does not appear to be an investment firm located in Santa.. ( E ) has served as a result of those ClassB Shares that had been beneficially by. 17 investments behalf of UCSB with a team of student portfolio managers led... Permits us to improve and customize your experience AppFolio, Inc. Stock portfolio exits Shares ClassA... Or news, provided by VentureSource, or based investment group of santa barbara whalewisdom a comparables valuation model student portfolio managers led. To improve and customize your experience taking either the total MV of securities,... Https: //WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ Piggyback on the Whales of the most compelling digital opportunities... Based on a comparables valuation model to 1,340,020 Company Shares. ) classes filers. During the past 60 days, by conversion of his Class B at. Years of industry experience ( as of 12/31/2022 ) whichever is less, Suggest an edit founded 2009!

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