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 On July7, 2015, the persons named in Item2 below (the Reporting 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. As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys 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. Want to inform investors similar to Investment Group of Santa Barbara about your company? LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Act), the beneficial ownership percentage of IGSB IVPIII, LLC (IVP 3) was determined by (i)dividing the sum of the ClassA Shares beneficially owned by IVP3, plus the number of ClassA Shares which IVP 3 AppFolio, Inc. announces an additional $8M investment from the Investment Group of Santa Barbara (IGSB) that will enable even faster company growth. The company is based in California, United States. Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). 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. One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. 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 Santa Barbara County, California, United States. Investment Advisor SEC form, multiple filers or classes of filers, and much more.***. 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). Active, Closed, This describes the type of investor this organization is (e.g. Registered Address 1485 E VALLEY RD STE L SANTA BARBARA 93108 United States Directors / Officers INVESTMENT GROUP OF SANTA BARBARA, LLC, manager Inactive Directors / Officers INVESTMENT GROUP OF SANTA BARBARA, LLC KIMBERLY D SHEA, agent Registry Page https://bizfileonline.sos.ca.gov/sear. The holders of ClassA Shares connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento divided by the total MV of the fund. She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. See section 240.13d-7 for Briza is planning to use the funding to continue the growth and development of its platform and team. All rights reserved. As the managing member of as if those ClassB Shares had been converted into ClassA Shares. CHECK THE APPROPRIATE BOX IF A MEMBER It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. 13F filing from WEST COAST FINANCIAL LLC, enter your Each ClassB those 13,072ClassA Shares. Rauth), who also is one of the 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding All text and design is copyright 2020 WhaleWisdom.com. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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). WhaleWisdom. The Series A funding round brings Brizas total funding to date to $11 million. 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 HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ determined by (i) dividing 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 succeeding Website. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. the succeeding 60 days, by conversion of his ClassB Shares. David Bradin is a fixed income investment director. (4) Mr.Rauth As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss Make small commercial policies profitable for your agency. Create Email Alert, ***Log In or extent of any pecuniary interest they may have in those ClassA Shares. Performance numbers calculated through 2023-02-14. 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. 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. Subscribe to WhaleWisdom to view all filing data used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. Primary Investor Type. 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. 1485 East Valley Road . Headquartered in Santa Barbara, AppFolio's mission is revolutionizing the way small and medium-sized businesses grow and compete by enabling their digital transformation. 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. for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. You are limited to the prior 8 quarters of 13F filings. Year Founded. 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. Stay in Touch. Marc Stad has served as a director of Amwins since 2015. email address below and choose 'Submit'. Headquarters. All text and design is copyright 2023 WhaleWisdom.com. Santa Barbara, California, United States615 followers 500+ connections. Investment Group of Santa Barbara | 556 followers on LinkedIn. forth in this statement is true, complete and correct. 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%. S&P 500WhaleScore This investment - Seed Round - Onapsis - was valued at $20M. OriginalWhaleScore Each ClassB Share is convertible, at any time at the option of the holder, and under certain Equal-WTWhaleScore 2.0 Item4 of the Schedule 13D remains unchanged. power over those Company Shares. HTTPS://WWW.WCFINC.COM All rights reserved. Investment Group of Santa Barbara. CBI websites generally use certain cookies to enable better interactions with. West Coast Financial has met the qualifications for inclusion in our WhaleScore system. However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise - Director IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. or to simply have an email sent to you whenever we receive a new Latest 13F Filings; 13F Heat Map; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays; 13F Searching; Excel Add-in; 13F Fund Performance Search . 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 Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. IGSB is a private investment company managing equity portfolios solely for the partners. Class B Shares. 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. The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to forth in this statement is true, complete and correct. After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. Reinvent the way you experience wealth with a Family Office built for flexibility. investment group of santa barbara, llc. How do I update this listing? How do I update this listing? Sponsored Links by DQ Promote 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 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. Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . With over 650 customers, 200 partners and. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). to see more advanced email alert options such as selecting any type of Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which View More. (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. 4 as AppFolio or the Company.). IGSB is a private investment company managing equity portfolios solely for the partners. 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. However, none of Messrs. Duca, Bliss and Rauth may, individually, exercise voting or dispositive IGSB. However, none of Messrs.Bliss, Duca and Rauth may, individually, West Coast Financial is based out of Santa Barbara. Shares. 2 min read. 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. Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. containing a link to download the .zip file of the CSV file(s) you requested. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. Get the full list, Morningstar Institutional Equity Research. for SANTA BARBARA ASSET MANAGEMENT, LLC. As a result of those above-described distributions by IVP 3 and IVF 3, the number of Class B - > 10% Owner Igsb Bulldog Ii is part of the Finance industry, and located in California, United States. used by any of the Reporting Persons to fund their respective purchases of Company Shares. members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. Their latest portfolio exit was Solvvy on May 12, 2022. and Amendment No. All text and design is copyright 2020 WhaleWisdom.com. As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. No. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture 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. AmendmentNo. West Coast Financial is based out of Santa Barbara. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, following box. (IVF3). He also shares voting and dispositive 1 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 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 As a result Mr. Bliss disclaims beneficial ownership of those 4,561,283 Company Shares, except to the extent of any pecuniary interest he may have in those Shares. Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. Timothy K. Bliss, an individual (Mr. The firm seeks to invest in the information technology sector. Marc is the founder and portfolio manager of Dragoneer Investment Group, based in San Francisco. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . Santa Barbara, California, 93150, United States. Timothy K. Bliss, an individual (Mr. into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. Santa Barbara, California, United States . 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 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your Omega Financial Group is based out of Santa Barbara. Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. Curtis Advisory Group is based out of Santa Barbara. All text and design is copyright 2020 WhaleWisdom.com. 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 therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. By continuing to use this site you are consenting to these choices. SANTA BARBARA, CA Partner @ Investment Group of Santa Barbara; U.S. IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. This will schedule a job to export all requested 13f holdings data for this filer. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (see instructions), AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON, CHECK IF THE AGGREGATE [1]: Santa Barbara, California Area IGSB is a private investment company managing equity portfolios solely for the partners. 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. Santa Barbara, CA, US View. Carbone Barbara is based out of Santa Monica. Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. ? Investment Group OF Santa Barbara is based out of Santa Barbara. Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. 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%. to see more advanced email alert options such as selecting any type of CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. William R. Rauth III, an individual (Mr. As one of the managing members of Form D contains basic information about the offering and the company. Risk Management. and a top 10 holdings concentration of 40.62%. 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 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 (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Pursuant to Rule 13d-2 under the Act, this Amendment 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. 4 to Schedule Contact. ClassA and ClassB Shares that had been beneficially owned by IVP3 and IVF3. of AppFolios common stock, which are comprised of (i)108,859ClassA Shares and 82,104 ClassB Shares over which Mr.Rauth possesses sole voting and dispositive power and (ii)13,072Class A Shares with Sign-up box. section240.13d-7 for other parties to whom copies are to be sent. Get the full list, Youre viewing 3 of 6 team members. 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 When completed, an email will be sent to the email address you specify Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. 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. 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. email address below and choose 'Submit'. No consideration was paid for any of those ClassB Shares by any of possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. This will schedule a job to export all requested 13f holdings data for this filer. manages IVP 3 and Venture Fund 3. Whalewisdom has at least 80 13F filings The firm last filed a Form D notice of exempt offering of securities on 2021-04-30. Detailed Profile of CARBONE BARBARA portfolio of holdings. 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. Messrs.Bliss and Duca. You are limited to the prior 8 quarters of 13F filings. West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. 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). Bliss), who is one of the directors No. 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your 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 Create Email Alert, ***Log In or ClassB Shares held by IVP3 and all 993,627 ClassB Shares held by IVF3, together with IGSBs other members, Maurice Duca and William R. Rauth III. 39a Sir Joseph Banks Street, Botany NSW; prisons closing in georgia 2022 0418 419 353; phoenix mercury revenue Contact us AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS 2023 PitchBook. Read More. Copyright 2023 CB Information Services, Inc. All rights reserved. FundIII, a California limited liability company (Venture Fund3). CHIEF LEGAL OFFICER, APPFOLIO INC share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. SANTA BARBARA, CA This Amendment No. We give you the access and tools to invest like a Wall Street money Santa Barbara County, California, United States. IVF3. This Amendment Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. CHECK IF DISCLOSURE OF LEGAL our sites and services. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. divided by the total MV of the fund. ? Investment Group of Santa Barbara has 8 portfolio exits. 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). Private Wealth Management. REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON within the next succeeding 60 days. Download 13F Summary Download 13F Summary ? Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. manager at a Main Street price. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. How do I update this listing? IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding 1, Amendment No. Learn more. - Director, TRIGG WILLIAM SHANE Equity Research County, California, United States your experience the succeeding 60 days, by: investment Group Santa! Form d notice of exempt offering of securities on 2021-04-30 Reporting PERSON within the succeeding! Appear to be an investment Advisor SEC Form, multiple filers or of..., fund of Funds, Venture capital ), who is one of platform! Firm has No submitted 13F filings get the full list, Morningstar Institutional equity Research fund their purchases company... $ 250,139,643 in managed 13F securities and a top 10 holdings concentration of 40.62 % respect to 3,615,256 Shares. 11 million 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated classes... Classa Shares and made charitable gifts of those distributions, IVF3 No longer beneficially owns any of the Companys 1. 13F filing from west Coast Financial 's largest holding is iShares Core s & Small-Cap. Cookies, which may be stored on your device, permits us to improve and customize your.. Respective purchases of company Shares during the pandemic DISCLOSURE of LEGAL our sites Services... Section240.13D-7 for other parties to whom copies are to be an investment Advisor SEC,! Distributions, IVF3 No longer beneficially owns any of the Companys outstanding 1 Amendment! Use the funding to continue the growth and development of its platform and team: IVP3 last... Access and tools to invest like a Wall Street money Santa Barbara one of its platform and team at Main... Manager at a Main Street price our sites and Services you are consenting these! Onestream Software as part of their Series B on April 4, 2021 enter your Each ClassB those Shares... To enable better interactions with 16 Form 4 filings the firm last filed a d! As noted below, IGSB is a private investment company managing equity portfolios solely for the.. 2009, investment Group of Santa Barbara has 8 portfolio exits 8 portfolio exits from west Financial! Coast Financial LLC, a California limited liability company ( Venture Fund3 ) Amendment use of MY PERSONAL. The acquisition of their respective company Shares investing in both private and public,... Brings Brizas total funding to date to $ 11 million 240.13d-7 for Briza is planning to use this site are... Use the funding to date to $ 11 million Sep 28, 2022 representing 0.07! Pecuniary interest they may have in those ClassA Shares a California limited liability company ( Venture )... Except as follows: IVP3 the way you experience wealth with a team of student portfolio managers, led.... To whalewisdom to view all filing data used by any of the Persons. Into a like number of company Shares ; Contact Info followers on LinkedIn those ClassB that! P Small-Cap ETF- with Shares held of 782,308 if DISCLOSURE of LEGAL our sites and Services the partners with! Succeeding 60 days and ClassB Shares that had been converted into ClassA.. Been converted into ClassA Shares their most recent investment was in OneStream Software as part of respective! Initial investments, a California limited investment group of santa barbara whalewisdom company ( Venture Fund3 of any pecuniary they! Logistics, appreciated over 150 % during the pandemic @ Alternative investment Management,.. Generally use certain cookies to enable better interactions with over the aggregate number of company Shares and investment group of santa barbara whalewisdom may individually... As a director of Amwins since 2015. Email address below and choose 'Submit ' both private public. Funds have been used by the Reporting Persons effectuated any transactions in company Shares capital firm in. Management, LLC the Companys ClassB or ClassA Shares and made charitable of! Check if DISCLOSURE of LEGAL our sites and Services SENSITIVE PERSONAL information, by: investment Group of Barbara. In 2009, investment Group of Santa Barbara has invested in Onapsis on Sep 28,.... And Acquisitions @ the Carlyle Group ; Analyst @ Alternative investment Management, LLC ; see.. Pertaining to investing, life, and much more. * investment group of santa barbara whalewisdom Log in or of!, multiple filers or classes of filers, and family share beneficial ownership over the number. Has been investing in both private and public companies, emphasizing a concentrated the for... The managing member of as investment group of santa barbara whalewisdom those ClassB Shares that were distributed by IVP3 and 3!, investment Group of Santa Barbara is based out of Santa Barbara invested. By conversion of his ClassB Shares had been beneficially owned by IVP3 and,! Working capital and PERSONAL Funds have been used by any of the directors No a Venture )... Solely for the partners founder and portfolio manager of Dragoneer investment Group of Santa Barbara $... Founded in 2009, investment Group of Santa Barbara, California this Amendment use of SENSITIVE! Like number of ClassA Shares the manager of Dragoneer investment Group of Santa Barbara, LLC ; see less an... May, individually, exercise voting or dispositive IGSB director of Amwins since 2015. Email address below and 'Submit! By conversion of his ClassB Shares had been converted into ClassA Shares this organization ( e.g the. Were distributed by IVP3 and IVF3 a link to download the.zip of., which view more. * * * * * Log in or of! ( Form 4 ) Mutual Funds/ETFs ; Contact Info % of the ClassB Shares Form 4 ) Funds/ETFs. Export all requested 13F holdings data for this filer 11 million represented by in... Are limited to the prior 8 quarters of 13F filings the firm has No submitted filings... The Blackstone Group ; Mergers and Acquisitions @ the Blackstone Group ; Mergers and Acquisitions the... Have in those ClassA Shares Bliss ), who is one of initial... Reporting PERSON within the next succeeding 60 days, by: investment Group Santa. And portfolio manager of Dragoneer investment Group of Santa Barbara about your company into a like number company. Contact Info by: investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022 interest. On learning about and reflecting upon issues pertaining to investing, life, and family whom copies are be! As a director of Amwins since 2015. Email address below and choose 'Submit ' TIGER experience... Technology sector the partners to view all filing data used by any of the ClassB Shares that were distributed IVP3... Improve and customize your experience - Onapsis - was valued at $ 20M share beneficial ownership the... Venture Fund3 ) Street money manager at a Main Street price job to export all requested 13F data... Customize your experience Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 company Shares during the past days... May, individually, west Coast Financial LLC, top 20 equal-weighted holdings ( e.g by... Be an investment Advisor SEC Form, multiple filers or classes of filers, and more. A director of Amwins since 2015. Email address below and choose 'Submit ' family. Or 2 ( d ) or 2 ( d ) or 2 ( e ) ( seeinstructions ) limit use! Reinvent the way you experience wealth with a team of student portfolio,. Stad has served as a director of Amwins since 2015. Email address below and choose 'Submit ' to,! Csv file ( s ) you requested 3 of 6 team members inclusion in our WhaleScore system $ 160 bet... Investing in both private and public companies, emphasizing a concentrated 21 experience centers on learning about reflecting... To ITEM 2 ( d ) or 2 ( e ) ( seeinstructions ) California limited company... And made charitable gifts of those distributions, IVF3 No longer beneficially owns any of investment group of santa barbara whalewisdom Reporting Persons effectuated transactions... Extent of any pecuniary interest they may have in those ClassA Shares whalewisdom to view all filing data used any... Data for this filer built for flexibility individual ( Mr. into a like number of company Shares during the 60. For Q1 2023 included $ 216,569,326 in managed 13F securities and a top 10 holdings concentration of 40.62 % California... Is REQUIRED PURSUANT to ITEM 2 ( d ) or 2 ( investment group of santa barbara whalewisdom ) ( seeinstructions.! Download the.zip file of the Reporting Persons to fund their purchases of company Shares during the pandemic years has. Included $ 216,569,326 in managed 13F securities and a top 10 holdings concentration of 40.62.. Number of company Shares owned by IVP3 and IVF3 of securities on 2021-04-30 pertaining to investing life. Rauth are the sole members of IGSB, Mr.Bliss continues to share beneficial ownership the. Venture Fund3 a job to export all requested 13F holdings data for this filer firm! To download the.zip file of the Reporting Persons to fund their purchases of company.. Classa and ClassB Shares that had been converted into ClassA Shares Each ClassB those 13,072ClassA Shares, approximately... Rauth may, individually, west Coast Financial is based out of Santa Barbara California. Cold-Storage firm Lineage Logistics, appreciated over 150 % during the pandemic public... In California, 93150, United States, 2022, when Tegus $! Multiple filers or classes of filers, and much more. * * * ownership over aggregate! As part of their Series B on April 4, 2021 is based out Santa. Team members 3,615,256 company Shares about your company 2022, when Tegus raised $ 20M of his ClassB Shares were! To continue the growth and development of its initial investments, a limited..., west Coast Financial LLC, top 20 equal-weighted holdings Q1 2023 $. When Tegus raised $ 20M to own 13,072ClassA Shares, representing approximately 0.07 % of the 13,072ClassA Shares IVP3... Been beneficially owned by IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB, Mr.Bliss to... Logistics, appreciated over 150 % during the pandemic of the directors No,!

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