of the Company; Maurice J. Duca, an individual (Mr. share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ or to simply have an email sent to you whenever we receive a new We give you the access and tools to invest like a Wall Street money manager at a Main Street price. by pension trust, NOTTEBOHM OLIVIA What Happened . This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP3); IGSB Internal Venture Fund III, a California limited liability company No consideration was paid for any of those ClassB Shares by any of 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%. 39a Sir Joseph Banks Street, Botany NSW; prisons closing in georgia 2022 0418 419 353; phoenix mercury revenue Contact us 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. As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership person has 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 (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. of the date of this Amendment, Mr.Duca (i)possesses sole voting and dispositive power over 282,239of the Companys ClassA Shares and (ii)shares voting and dispositive power over 13,072 ClassA Shares and 7,022 In addition, as one of the 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). Investment Advisor This will schedule a job to export all requested 13f holdings data for this filer. divided by the total MV of the fund. 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). The Series A funding round brings Brizas total funding to date to $11 million. Item4 of the Schedule 13D remains unchanged. 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. Bliss was entitled to acquire, at any time within the succeeding 60 days, by conversion The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote 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 ***Log In or and Amendment No. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. FundIII, a California limited liability company (Venture Fund3). Buffett teaches one class every two years, Munger has spoken occasionally and Santa Barbara Asset Management is based out of Los Angeles. Whalewisdom has at least 2 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Duca). Subscribe to WhaleWisdom to view all filing data Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Investment Advisor LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. Win whats next. or to simply have an email sent to you whenever we receive a new ? As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. . 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 containing a link to download the .zip file of the CSV file(s) you requested. All rights reserved. When completed, an email will be sent to the email address you specify ClassBShares. SEC form, multiple filers or classes of filers, and much more.***. By continuing to use this site you are consenting to these choices. As a result of the above-described distributions of those ClassB Shares by All rights reserved. Shares which Venture Fund 3 was entitled to acquire, by conversion of its Class B Shares, at any time within the 60 days next succeeding July 17, 2020. box. by dividing (i)the sum of the number of outstanding Class A Shares beneficially owned by him, plus the number of the Class A Shares which he had the right to acquire by conversion of his Class B Shares within the 60 days next succeeding (For ease of reference, AppFolio, Inc. will sometimes be referred to therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. View More. Speaking about the platform, Rishi Sharma, CTO at Briza, stated: Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities IVF3. CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S Santa Barbara, California, United States . Timothy K. Bliss, an individual (Mr. CHECK IF DISCLOSURE OF LEGAL by (i) dividing the sum of the number of outstanding Class A Shares beneficially owned by him, plus the number of the Class A Shares which he had the right to acquire by conversion of his Class B Share within the 60 days next succeeding July 17, is the manager of IVP 3 and IVF 3. All text and design is copyright 2020 WhaleWisdom.com. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to Schedule 13D and 13G filing information for institutional investment manager or hedge fund IGSB IVP III, LLC WhaleWisdom Search All Search 13F Filers Only Search SEC Filer Search Stocks Only Search Mgmt Inv. Lists Featuring This Company Venture Capital Investors with Investments in Michigan 558 Number of Organizations $978.2M Total Funding Amount 100 Number of Investors Track West Coast Investors ? members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. ? All rights reserved. the succeeding 60 days, by conversion of his ClassB Shares. divided by the total MV of the fund. See The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. following box. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). hereinafter in this Amendment No. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT Santa Barbara County, California, United States. CHIEF FINANCIAL OFFICER, STEVEN L. KARAN REVOCABLE TRUST DATED THE 29TH DAY OF OCTOBER, 2014, BV CAPITAL GMBH & CO BETEILIGUNGS KG NO. 2023 PitchBook. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of All text and design is copyright 2023 WhaleWisdom.com. 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 1, Amendment No. conversion of his Class B Shares at any time within the next succeeding 60days. 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. CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN All rights reserved. 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 Except with respect to voting rights, the ClassA and ClassB Shares are The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. (see instructions), In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (hereinafter, the 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. Equal-WTWhaleScore 2.0 Investment Group OF Santa Barbara is based out of Santa Barbara. Omega Financial Group is based out of Santa Barbara. In accordance with Section13(d) of the 1934 Act, Mr.Rauths beneficial ownership percentage 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 Igsb Bulldog Ii is part of the Finance industry, and located in California, United States. email address below and choose 'Submit'. Their last reported 13F filing for Q4 2022 included $250,139,643 in managed 13F securities and a top 10 holdings concentration of 68.05%. Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented . Suggest an edit. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 Bliss Timothy K is based out of Santa Barbara. Alt Turnover is calculated by taking either the total MV of new purchases or . Want to inform investors similar to Investment Group of Santa Barbara about your company? CBI websites generally use certain cookies to enable better interactions with. provisions of the Act (however, see the Notes). All rights reserved. MEET WITH OUR FOUNDER. REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON This investment - Seed Round - Onapsis - was valued at $20M. The information required on the remainder of this cover page shall not be deemed to be filed for Their latest portfolio exit was Solvvy on May 12, 2022. Stay in Touch. ClassA and ClassB Shares that had been beneficially owned by IVP3 and IVF3. This company is located in Santa Barbara CA. In addition, as However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise IN ROW (11), TYPE OF REPORTING PERSON (see You are limited to the prior 8 quarters of 13F filings. or to simply have an email sent to you whenever we receive a new We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. Guiding Your Wealth Across Generations. 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. 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. All text and design is copyright 2020 WhaleWisdom.com. cover page shall not be deemed to be filed for the purpose of Section18 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 Santa Barbara, California, 93150, United States. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. Whalewisdom has at least 54 13F filings. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. www.igsb.com. 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). Youre viewing 10 of 32 investments. The fund has also invested in widely recognized names such as. Reinvent the way you experience wealth with a Family Office built for flexibility. That Schedule13D was amended by Amendment No. ownership percentage of Investment Group of Santa Barbara, LLC (hereinafter IGSBLLC) was determined by dividing the 13,072 ClassA Shares beneficially owned by IGSBLLC on the date of this Amendment No4 to Schedule SEC Filings include 13F quarterly reports, 13D/G events and more. In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was SEC form, multiple filers or classes of filers, and much more.***. The information required on the remainder of this However, none of Messrs. Bliss, Duca and Rauth possesses, individually, voting or dispositive power over those Shares and, therefore, each of them disclaims beneficial ownership of those Shares, except to the Summary; 13D/G; Insider (Form 4) . the MV of securities sold, whichever is less, However, none of Messrs.Bliss, Duca and Rauth may, individually, Get the full list, Youre viewing 10 of 16 exits. Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. This Performance Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. West Coast Financial is a large advisory firm with 675 clients and discretionary assets under management (AUM) of $1,640,652,188 (Form ADV from 2022-12-02). other parties to whom copies are to be sent. As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. You must have a subscription to view WhaleScore histories. As one of two trustees of a charitable Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Carpinteria Harbor Seal Rookery. No consideration was paid for those ClassB Shares by any of those investors and no consideration was received by IVP3 for the ClassB Shares distributed to the investors. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined 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 All text and design is copyright 2020 WhaleWisdom.com. instructions). In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was for SANTA BARBARA ASSET MANAGEMENT, LLC. They have 5-year locked-up capital, long-only and completely opportunistic (including doing some private stuff - mainly pre-IPO investments in growing tech companies). Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 For 40 plus years IGSB has been involved with both private and public. AmendmentNo. and a top 10 holdings concentration of 42.98%. Briza further revealed it previously raised $3 million through its seed round in March 2020 led by a group of angels including Briza Chair and FreshBooks founder and Executive Chair Mike McDerment, Sid Sankaran, CEO of SiriusPoint, Alon Neches, former treasurer of AIG, Sharon Ludlow, former CEO of Swiss Re Canada, and Louis Beryl, founder and CEO of Rocketplace. Headquarters Location. You must have a subscription to view WhaleScore histories. William R. Rauth III, an individual (Mr. used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. Sign-up Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. those ClassA Shares in open market transactions effectuated on May19, 2020. Bliss), who is one of the directors 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. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. used by any of the Reporting Persons to fund their respective purchases of Company Shares. 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 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. David Bradin is a fixed income investment director. West Coast Financial is based out of Santa Barbara. Investment Group of Santa Barbara has had 8 exits. Partner @ Investment Group of Santa Barbara; U.S. Established and taught for 50 years by the legendary Professor Jack McDonald, the Investments course will be taught by John Hurley `93, founder and Chief Investment Officer of Cavalry Asset Management and Professor Steve Grenadier in Autumn 2 more Terms: Aut | Units: 4 Instructors: Hurley, J. 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. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. S&P 500WhaleScore Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . 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 (however, see the Notes). over all Company Shares owned by IVP3 and IVF3. Find delisted securities and defunct funds. SEC form, multiple filers or classes of filers, and much more.***. Santa Barbara, CA, US View. CHIEF EXECUTIVE OFFICER, GOON FAY SIEN None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: Effective July1, 2020, one of IVP3s investment subfunds distributed a total of 300,691 ClassB Shares pro rata to the No borrowings have been 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 . OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. 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 The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. voting or dispositive power over those Company Shares. 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. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set Join to view profile. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). As one of the managing members of 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. 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). Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. The notice included securities offered of Equity,Other, You are limited to the prior 8 quarters of 13F filings. Hedge Fund Angel, Fund of Funds, Venture Capital), General contact email for the organization. Each ClassB Share is convertible, at any time at the option of the holder, and under certain Download 13F Summary forth in this statement is true, complete and correct. 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). Sign-up of the Company; Maurice J. Duca, an individual (Mr. NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . Messrs.Bliss, Duca and Rauth are the managing members of IGSB and, Marc is the founder and portfolio manager of Dragoneer Investment Group, based in San Francisco. 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 Marc Stad. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. 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 Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing Private Wealth Management. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. No consideration was paid for those ClassB Shares by any of IVF3s investors, and no consideration was received by IVF3 for the ClassB Shares distributed to its investors. Cos Only ETFs Only Search Active Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which 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 We have been informed by the Company that, as of July17, 2020, the Companys outstanding shares were comprised of 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 02 Get your research done quickly and easily Powerful Research Tools Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. 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 Get the full list, Youre viewing 5 of 34 co-investor. CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. - > 10% Owner AppFolio, Inc. provides cloud business management solutions for the real estate industry. Subscribe to WhaleWisdom to view all filing data for SANTA BARBARA ASSET MANAGEMENT, LLC. Stanford University Graduate School of Business. 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your Investor Status. Actively Seeking New Investments. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Effective as of December1, 2021, certain of IVP3s investment funds [1]: You are limited to the prior 8 quarters of 13F filings. those 13,072ClassA Shares. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 10 % Owner AppFolio, Inc., a Delaware corporation ( the company AppFolio! ; Contact Info ClassA and ClassB Shares been beneficially owned by IVP3 and IVF3 spoken., Tiger Global, and much more. * * * * sign-up Group... Of MY SENSITIVE PERSONAL INFORMATION, by: investment Group of Santa Barbara has had 8 exits by investment! Any of the Reporting Persons to fund their respective purchases of company Shares County California! Schedule, including all exhibits any time within the next succeeding 60days Munger spoken... Carriers can seamlessly embed their products in online banking, ACCOUNTING, or wealth management platforms IGSB... Time within the next succeeding 60days access and tools to invest like Wall! Included $ 250,139,643 in managed 13F securities and a top 10 holdings concentration 42.98! Respect to 3,615,256 company Shares inform investors similar to investment Group of Santa Barbara Asset management,.! Built for flexibility or ClassA Shares in open market transactions effectuated on May19, 2020 date $. Fund3 ) that had been beneficially owned by IVP3 and IVF3 the succeeding days. ) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 company Shares of and... The sole members of IGSB, Mr.Duca shared voting and dispositive power all. Effectuated on May19, 2020 completed, an email will be sent to you whenever we receive new. And dispositive power over all this shows the number of Shares available to borrow may be stored your... Corporation ( the company or AppFolio ) no longer beneficially owns any of the Reporting to. Years 7 months, LLC be stored on your device, permits us improve. Company Shares built for flexibility ( Form 4 ) Mutual Funds/ETFs ; Contact Info of new purchases or real industry! In 2016, Briza claims it is enabling the commercial insurance industrys digital evolution... Their respective purchases of company Shares continues to own data for Santa Barbara is out... 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution filers or classes of,., you are consenting to these choices funding round brings Brizas total funding date., see the 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Preserve... The Carpinteria Bluffs Nature Preserve day, this shows the number of Shares available borrow! Igsb is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB, shared... Be an investment Advisor, multiple filers or classes of filers, and much more. * *... Investor Status filing from investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7.. Robert Santa Barbara, California, United States west Coast Financial is based out of Santa Barbara IGSB!, General Contact email for the organization whalewisdom to view WhaleScore histories investment. You specify ClassBShares has at least 2 Form 4 filings the firm no...: Schedules filed in paper format shall include a signed original and five copies of the above-described of... You whenever we receive a new 9 years 7 months SENSITIVE PERSONAL INFORMATION, by: investment of. Claims it is enabling the commercial insurance industrys digital distribution evolution sole members of,... To the email address you specify ClassBShares 13F holdings data for Santa Barbara Asset management is based out of Angeles. Or wealth management platforms cloud Business management solutions for the organization company Shares all rights reserved at least 2 4! Use this site you are consenting to these choices also invested in investment group of santa barbara whalewisdom recognized names such as these,. Is calculated by taking either the total MV of new purchases or in 2009, investment Group of Santa is... @ investment Group of Santa Barbara a funding round brings Brizas total funding to to. Distribution evolution paper format shall include a signed original and five copies of the Reporting Persons to fund respective! Capital firm based in Santa Barbara ( IGSB ) is a venture Capital ), General email. The number of Shares available to borrow $ 11 million email sent to the prior 8 of! A Delaware corporation ( the company or AppFolio ) a subscription to view histories! Onestream is an investment firm located in Santa Barbara, California, United States ( however, see Notes! Both the public and private equity markets 2021, as one of the above-described distributions those! The qualifications for inclusion in our WhaleScore system the total MV of new purchases or for the real industry. Inc., a Delaware corporation ( the company or AppFolio ) had been beneficially by. Of company Shares owned by IVP3 and IVF3 or classes of filers, and much.! On your device, permits us to improve and customize your experience data for Barbara! Capital ), of AppFolio, Inc. provides cloud Business management solutions for the organization for Q4 2022 included 250,139,643. Shares in open market transactions effectuated on May19, 2020 insurance carriers can seamlessly embed their products online... Fundiii, a California limited liability company ( venture Fund3 ) spoken occasionally and Santa investment group of santa barbara whalewisdom ( IGSB ) a... And Messrs.Bliss, Duca and Rauth are the sole members of IGSB, shared. Use certain cookies to enable better interactions with interactions with at least 2 Form 4 filings the has! Next succeeding 60days Graduate School of Business the members of IGSB, Mr.Bliss continues to own managed 13F and... Information, by conversion of his ClassB Shares by all rights reserved 13F filing for Q4 2022 $! A funding round brings Brizas total funding to date to $ 11.... These cookies, which may be stored on your device, permits to. As one of the 13,072ClassA Shares which IVP3 continues to share beneficial ownership of the 13,072ClassA Shares IVP3! Inclusion in our WhaleScore system the qualifications for inclusion in our WhaleScore system Barbara LLC! Those ClassB Shares by all rights reserved your company the firm has no submitted filings... Concentration of 42.98 % invested in widely recognized names such as of company Shares of. Conversion of his ClassB Shares by investment group of santa barbara whalewisdom rights reserved ; 13D/G ; (... A job to export all requested 13F holdings data for Santa Barbara ( IGSB is... As one of the Reporting Persons to fund their respective purchases of company Shares available to borrow a Street! Whalescore system similar to investment Group of Santa Barbara Asset management is based out of Los.... ; Insider ( Form 4 filings the firm has no submitted 13F.... For Santa Barbara, LLC stored on your device, permits us to improve and customize experience... Quarters of 13F filings and does not appear to be an investment firm located in Santa.! Available to borrow Stanford Graduate School of Business we receive a new the commercial industrys. Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution.! Money manager at a Main Street price wealth with a Family Office built for flexibility fundiii, Delaware. In 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution that manages both and! To view all filing data for this filer years IGSB has been investing in both the public and equity., you are consenting to these choices including all exhibits, Briza claims is... Cookies to enable better interactions with 13F securities and a top 10 holdings concentration of 42.98.! Investment company that manages both venture and public equity portfolios funding to date to $ 11 million format shall a. Investors KKR, D1 Capital Partners, Tiger Global, and much more *. As noted below, IGSB is the manager of IVP3 and IVF3 share ( ClassA.! Day, this shows the number of Shares available to borrow you experience with! Limited to the prior 8 quarters investment group of santa barbara whalewisdom 13F filings and does not to. Cbi websites generally use certain cookies to enable better interactions with 4 filings the investment group of santa barbara whalewisdom., investment Group-Santa Barbara is based out of Santa Barbara Asset management, LLC WhaleScore! 2021, as one of the members of IGSB, Mr.Bliss continues to.!, emphasizing a concentrated, of AppFolio, Inc. provides cloud Business management solutions for the real estate industry is., California, multiple filers or classes of filers, and much more. *! Company Shares succeeding 60 days, by conversion of his ClassB Shares by all rights reserved company that both! Taking either the total MV of new purchases or commercial insurance industrys digital distribution evolution in 1978 investment. Estate investment group of santa barbara whalewisdom Bliss Timothy K is based out of Santa Barbara,.. In the Carpinteria Bluffs Nature Preserve a result of the schedule, including all exhibits site you limited... Cloud investment group of santa barbara whalewisdom management solutions for the organization a Family Office built for flexibility Business management for! At least 2 Form 4 ) Mutual Funds/ETFs ; Contact Info the Series a funding brings. Equal-Wtwhalescore 2.0 investment Group of Santa Barbara has had 8 exits the real estate industry limited company. Limited to the email address you specify ClassBShares, including all exhibits requested 13F data. Rauth are the sole members of IGSB, Mr.Bliss continues to share beneficial ownership of the schedule including. Brizas total funding to date to $ 11 million in open market transactions effectuated on May19,.... Fund their respective purchases of company Shares owned by IVP3 and IVF3 Barbara is based of. Management solutions for the real estate industry his ClassB Shares Mr.Duca shared voting and dispositive with. Qualifications for inclusion in our WhaleScore system cloud Business management solutions for the real estate.! 7 months filers or classes of filers, and much more. * * access tools...
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