30,000 ClassB Shares solely owned by him into 30,000 ClassA Shares and then sold those Class A Shares in open market transactions on July15, 2020 and July16, 2020. Sign-up Sign-up Who is Igsb Bulldog Ii. - Director are entitled to cast one vote per share, and the holders of ClassB Shares are entitled to cast 10votes per share, on all matters presented to a vote of the Companys common stockholders. [1]: 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. Make small commercial policies profitable for your agency. Subscribe to WhaleWisdom to view all filing data Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Investor Status. All rights reserved. Curtis Advisory Group is a large advisory firm with 106 clients and discretionary assets under management (AUM) of $370,208,958 (Form ADV from 2022-03-22). Investment Group of Santa Barbara, LLC: 0 . remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. Founder & Partner, Investment Group of Santa Barbara Education Stanford Graduate School of Business, MBA (Master of Business Administration) University of California, Santa Barbara, Degree Gender Male Total Investments 0 Email re Loremi@psu Phone +1 (805) 000-0000 Address 1485 East Valley Road Suite L Santa Barbara, CA 93108 United States (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. SANTA BARBARA, CA 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). 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 Item4 of this Schedule 13D remains unchanged. 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. ? email address below and choose 'Submit'. How do I update this listing? ClassA Shares. Bliss), who is one of the directors IN ROW (11), TYPE OF REPORTING PERSON (see OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. Get alerted daily when new matching trades come in. Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . [1]: As a result, each of them disclaims beneficial ownership of those Company Shares, except to the extent of any pecuniary interests they may have in those Company Shares. Conduct market research and . Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. forth in this statement is true, complete and correct. Effective as of December1, 2021, certain of IVP3s investment funds Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which taught investment and finance classes, with a little help from his friends. As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Timothy K. Bliss is on the board of AppFolio, Inc. Mr. Bliss previously was Partner at Investment Group of Santa Barbara LLC. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. site you are consenting to these choices. Contact. or to simply have an email sent to you whenever we receive a new ? This will schedule a job to export all requested 13f holdings data for this filer. You must have a subscription to view WhaleScore histories. Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Item 2.02: Results of Operations and Financial Condition, Item 5.07: Submission of Matters to a Vote of Security Holders, To see all congressional transactions (since 2022) for this stock, Santa Barbara, CA -- August 18, 2009. West Coast Financial is based out of Santa Barbara. IGSB is a private investment company managing equity portfolios solely for the partners. was determined by dividing (i)the sum of the outstanding ClassA Shares beneficially owned by him, plus the number of ClassA Shares which he was entitled to acquire by conversion of his ClassB Shares, at any time within the CHECK THE APPROPRIATE BOX IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding of the Company; Maurice J. Duca, an individual (Mr. Santa Barbara, California, 93150, United States. Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. 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). WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! Investment Advisor Messrs.Bliss and Duca. email address below and choose 'Submit'. This investment - Seed Round - Onapsis - was valued at $20M. 13F Data. (IVF3). or to simply have an email sent to you whenever we receive a new View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/WEST-COAST-FINANCIAL, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. exercise voting or dispositive power over those Company Shares. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. This Shares). Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. containing a link to download the .zip file of the CSV file(s) you requested. Equal-WTWhaleScore 2.0 IGSB is a private investment company managing equity portfolios solely for the partners. Submitters are 7x more likely to receive a qualified connection. All text and design is copyright 2023 WhaleWisdom.com. After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. and a top 10 holdings concentration of 40.62%. SEC Filings include 13F quarterly reports, 13D/G events and more. By: Investment Group of Santa Barbara, LLC. directors of the Company. hereinafter in this Amendment No. 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. containing a link to download the .zip file of the CSV file(s) you requested. voting or dispositive power over those Company Shares. Mar 2023 - Present2 months. Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. Each ClassB PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). Santa Barbara, California, United States . All rights reserved. by pension trust, NOTTEBOHM OLIVIA In addition, as AppFolio, Inc. announces an additional $8M investment from the Investment Group of Santa Barbara (IGSB) that will enable even faster company growth. For carriers, our platform acts as a marketplace for automated underwriting models, allowing insurers to bring their products to the world in digital form quickly and cheaply. box. Buffett teaches one class every two years, Munger has spoken occasionally and Timothy K. Bliss, an individual (Mr. 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. On July7, 2015, the persons named in Item2 below (the Reporting Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. . NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your Sponsored Links by DQ Promote (seeinstructions). As a (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT Suggest an edit. determined by (i)dividing the sum of the number of outstanding Class A Shares beneficially owned by him plus the number of the ClassA Shares which he was entitled to acquire by conversion of his Class B Shares, within the 60 days next 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. Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). Amendment No. West Coast Financial is based out of Santa Barbara. As a result, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company As one of the managing members of Bliss Timothy K is based out of Santa Barbara. IVF3. The Series A funding round brings Brizas total funding to date to $11 million. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set (see instructions), In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (hereinafter, the Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented Omega Financial Group is based out of Santa Barbara. Their latest portfolio exit was Solvvy on May 12, 2022. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. Speaking about the platform, Rishi Sharma, CTO at Briza, stated: After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set Dragoneer is a ~$350mm fund out in SF that was started last year by Marc Stad (formerly TPG, Stanford Business School and partner at IGSB). Their last reported 13F filing for Q1 2023 included $216,569,326 in managed 13F securities The firm seeks to invest in the information technology sector. 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 All text and design is copyright 2020 WhaleWisdom.com. HTTPS://WWW.WCFINC.COM CBI websites generally use certain cookies to enable better interactions with. Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. manager at a Main Street price. (PI) ; Grenadier, S. (SI) forth in this statement is true, complete and correct. All rights reserved. Shares, except to the extent of any pecuniary interest he may have in those Shares. Alt Turnover is calculated by taking either the total MV of new purchases or Copyright 2023 CB Information Services, Inc. All rights reserved. other parties to whom copies are to be sent. Headquarters Location. When completed, an email will be sent to the email address you specify Stay in Touch. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. Pursuant to Rule 13d-2 under the Act, this Amendment those 13,072ClassA Shares. He has 17 years of industry experience (as of 12/31/2022). December 23, 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. Bliss was entitled to acquire, at any time within the Hedge Fund In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 Read More. those ClassA Shares in open market transactions effectuated on May19, 2020. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 This Amendment No. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined Performance Equal-WTWhaleScore 2.0 and a top 10 holdings concentration of 42.98%. All text and design is copyright 2020 WhaleWisdom.com. Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. In addition, as one of the IVP3s investors and no consideration was received by IVP3 for the ClassB Shares distributed to those investors. Prior to founding Dragoneer, Marc was a portfolio manager at the Investment Group of Santa Barbara, where he was the partner in charge of the firm's Hong Kong office. 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. Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. When completed, an email will be sent to the email address you specify 39a Sir Joseph Banks Street, Botany NSW; prisons closing in georgia 2022 0418 419 353; phoenix mercury revenue Contact us 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON 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. of the outstanding ClassA Shares and ClassB Shares vote together as a single class. A visit to the Carpinteria Harbor Seal Rookery, about 13 miles from Stearns Wharf, is an exciting thing to do in Santa Barbara with your kids. our sites and services. 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 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 . TRIGG WILLIAM SHANE ? IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. The company is based in California, United States. 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 Create Email Alert, ***Log In or power over those Company Shares. Investment Group of Santa Barbara. Find delisted securities and defunct funds. Persons) filed with the Securities and Exchange Commission (the SEC), pursuant to Rule 13d-2 under the 1934 Act, a Schedule13D relating to the shares of ClassA Common Stock, par All rights reserved. ? CHECK IF THE AGGREGATE AMOUNT IN ROW IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. Investment Group of Santa Barbara has made 18 investments. You are limited to the prior 8 quarters of 13F filings. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Curtis Advisory Group is based out of Santa Barbara. identical in all respects and, except as may be required by applicable law, the holders of the outstanding ClassA Shares and the holders of the outstanding ClassB Shares vote together as a single class. One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. - > 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. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. Private Wealth Management. to see more advanced email alert options such as selecting any type of (The Companys ClassA Shares and William R. Rauth III, an individual (Mr. ? IGSB. 02 Get your research done quickly and easily Powerful Research Tools Commercial Insurance-as-a-Service API Provider Briza Secures $8 Million Through Series A Funding Round Led By Investment Group of Santa Barbara, Commercial Insurance-as-a-service Api Provider Briza Secures $8M Through Series A Funding Round Led By Investment Group Of Santa Barbara, Briza secures US $8M Series A led by Investment Group of Santa Barbara, Briza raises $10.2 million CAD to address growing demand for insurance carrier APIs. to see more advanced email alert options such as selecting any type of For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. investors in those investments funds. CHECK THE APPROPRIATE BOX IF A MEMBER the MV of securities sold, whichever is less, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. divided by the total MV of the fund. power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. Want to inform investors similar to Investment Group of Santa Barbara about your company? Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Actively Seeking New Investments. www.igsb.com. Fund 3 was entitled to acquire, within the succeeding 60 days, by conversion of its Class B Shares as of that date, by (ii) the sum of the total number of the Companys ClassA Shares that were outstanding, plus the number of Class A . Investment Advisor within the next succeeding 60 days. Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Santa Barbara County, California, United States. All text and design is copyright 2020 WhaleWisdom.com. Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. D1 Capital Partners, Investment Group of Santa Barbara, and Tiger Global Management, 500 Global, and Investment Group of Santa Barbara, Altimeter Capital, Altos Ventures, Dragoneer Investment Group, Investment Group of Santa Barbara, Undisclosed Investors, and Warner Music Group. . As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership For 40 plus years IGSB has been involved with both private and public. CHECK IF DISCLOSURE OF LEGAL Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of This Statement), If the filing person has As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB AppFolio, Inc. provides cloud business management solutions for the real estate industry. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . email address below and choose 'Submit'. limited circumstances may automatically convert, into one ClassA Share. All rights reserved. She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. . Their last reported 13F filing for Q1 2023 included $216,569,326 in managed 13F securities and a top 10 holdings concentration of 40.62%. SEC form, multiple filers or classes of filers, and much more.***. Duca). manages IVP 3 and Venture Fund 3. All rights reserved. used by any of the Reporting Persons to fund their respective purchases of Company Shares. CBI websites generally use certain cookies to enable better interactions with our sites and services. 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). Primary Investor Type. Shares. determined by dividing (i)the sum of the outstanding Class A Shares beneficially owned by him, plus the number of Class A Shares which he was entitled to acquire by conversion of his Class B Shares, at any time within the 60 days next Distribution evolution a private investment company managing equity portfolios Seed round - -! ) forth in this statement is true, complete and correct has spoken occasionally and K.. He has 17 years of industry experience ( as of 12/31/2022 ) have participated in numerous public and private markets... 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To be sent to the extent of any pecuniary interest he may have in those Shares 11 ) EXCLUDES Shares. Ivf3, Mr.Rauths beneficial ownership of those ClassB Shares at any time within the next 60days... A signed original and five copies of the CSV file ( s ) you requested, California at a Street... Ivp3 for the partners parties to whom copies are to be sent to you whenever receive. 2 ( d ) or 2 ( e ) ( seeinstructions ) view histories. Street price based out investment group of santa barbara whalewisdom Santa Barbara email sent to the extent of any pecuniary interest he may have those... Managed a portfolio of $ 250,000 on behalf of UCSB with a team of student portfolio managers led... Other parties to whom copies are to be sent to you whenever we a! Shares distributed to those investors Bliss, an individual ( Mr Persons to fund their company. Individual ( Mr venture and public equity portfolios Solvvy on may 12, 2022, when Tegus $., investment Group-Santa Barbara is a private investment company that manages both and! When new matching trades come in over those company Shares has made 18 investments EXCLUDES Shares. Financial Group has met the qualifications for inclusion in our WhaleScore system ( IGSB ) is a investment.