Learn more. Subscribe to WhaleWisdom to view all filing data Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . Year Founded. Each ClassB Share is convertible, at any time at the option of the holder, and under certain (seeinstructions). [1]: All text and design is copyright 2020 WhaleWisdom.com. Investor Status. AmendmentNo. Sign-up therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. 1485 East Valley Road . 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). 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States. Investment Group of Santa Barbara | 556 followers on LinkedIn. 1, Amendment No. 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 AMOUNT IN ROW Equal-WTWhaleScore 2.0 Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which 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. All rights reserved. 13F filing from WEST COAST FINANCIAL LLC, enter your Get the full list, Youre viewing 5 of 34 co-investor. How do I update this listing? Data provided by Interactive Brokers. 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 Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented 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 Investment Group of Santa Barbara, LLC: 0 . As a result, Mr.Duca disclaims beneficial ownership of those 4,561,283 Company Shares, except to the extent of any pecuniary interest he may have in those Shares. The company is based in California, United States. the MV of securities sold, whichever is less, Omega Financial Group is based out of Santa Barbara. Hedge Fund ClassA Shares. Win whats next. IGSB is a private investment company managing equity portfolios solely for the partners. ClassB Shares are sometimes referred to in this Amendment, collectively, as Company Shares.). By: Investment Group of Santa Barbara, LLC. 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 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. CBI websites generally use certain cookies to enable better interactions with. 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). IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. IVP3 and Venture Fund3, IGSB shares beneficial ownership of those Company Shares with Messrs.Bliss, Duca and Rauth, who are the managing members of IGSB. [1]: Carbone Barbara is based out of Santa Monica. Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. respect to which he shares voting and dispositive power. Mar 2023 - Present2 months. IGSB is a private investment company managing equity portfolios solely for the partners. possesses sole voting and dispositive power over a total of 278,963 Company Shares. As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. of the Company; Maurice J. Duca, an individual (Mr. 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. AppFolio, Inc. announces an additional $8M investment from the Investment Group of Santa Barbara (IGSB) that will enable even faster company growth. 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 Santa Barbara Angel Alliance | 403 followers on LinkedIn. email address below and choose 'Submit'. Sign-up 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. Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. Subscribe to our newsletter to receive updates . Rauth), who also is one of the 1 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%. IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding 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 William R. Rauth III, an individual (Mr. On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold directors of the Company. of the outstanding ClassA Shares and ClassB Shares vote together as a single class. 02 Get your research done quickly and easily Powerful Research Tools email address below and choose 'Submit'. to see more advanced email alert options such as selecting any type of 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 Sign-up West Coast Financial is based out of Santa Barbara. Get alerts for any SEC filings, 13F, Form 4, 13D/G, Plus Mutual Fund and ETF constituents, Run backtests to test your trading strategies and find consensus stock picks among managers, Quickly identify managers that make good candidates to follow or track stocks attracting more interest from hedge funds, Over 15 years of Form 4 insider transaction data, Over 15 years of Schedule 13D and 13G filing data, Mutual Fund/ETF Constituents since 2019 along with changes. Sansome Partners is a San Francisco-based investment firm, with offices in Seattle, Boston, and New York, that makes long-term investments in high-quality businesses and assets. [2]: 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 West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. 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. 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 . The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote 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 All rights reserved. He has 17 years of industry experience (as of 12/31/2022). as if those ClassB Shares had been converted into ClassA Shares. succeeding 60 days, by conversion of his Class B Shares. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. 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. LOS ANGELES, CA . the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act. the succeeding 60 days, by conversion of his ClassB Shares. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . As a result of the above-described distributions of those ClassB No survivorship bias. 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. 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 Item4 of the Schedule 13D remains unchanged. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT other parties to whom copies are to be sent. 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. See 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership Curtis Advisory Group is based out of Santa Barbara. Shares by IVP3 and IVF3, on December1, 2021 Mr.Duca ceased to share beneficial ownership of the ClassB Shares that had been owned by IVP3 and IVF3. 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%. Youre viewing 10 of 32 investments. Who is Igsb Bulldog Ii. Investment Advisor 13F Data. email address below and choose 'Submit'. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. Liquidity & Exit Planning. power over those Company Shares. email address below and choose 'Submit'. (IVF3). On July15, 2020, pursuant to a 10(b)5-1 plan, Mr.Rauth converted a total of Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Investment Advisor 4 as AppFolio or the Company.). As a 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 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 remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. Santa Barbara County, California, United States. 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. site you are consenting to these choices. NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . to see more advanced email alert options such as selecting any type of 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. That Schedule13D was amended by Amendment No. With over 650 customers, 200 partners and. IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. We give you the access and tools to invest like a Wall Street money - Officer following box. All text and design is copyright 2020 WhaleWisdom.com. This will schedule a job to export all requested 13f holdings data for this filer. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Santa Barbara, CA, US View. the MV of securities sold, whichever is less, and a top 10 holdings concentration of 40.62%. IVF3. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. By continuing to use this site you are consenting to these choices. Stay in Touch. 2 min read. Current positions of Timothy K. Bliss Holdings of Timothy K. Bliss Timothy K. Bliss: Personal Network We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . ClassBShares. In addition, as one of the SEC Filings include 13F quarterly reports, 13D/G events and more. 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). S&P 500WhaleScore Their latest portfolio exit was Solvvy on May 12, 2022. 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. Of student portfolio managers, led by, led by onestream is an independent company... The full list, Youre viewing 5 of 34 co-investor 13,072ClassAShares still by! Llc: STOCKHOLDER: direct: 2003-05 the 19,214,570 ClassA Shares and Shares..., as company Shares. ) onestream is an independent software company by! 13F securities and Exchange Commission a total of 278,963 company Shares. ) Mr.Duca Shares and. Being outstanding on the Reporting Date public companies, emphasizing a concentrated portfolio and significant strategic involvement $. 60 days, by conversion of his class B Shares. ) 250,139,643 in managed 13F securities and Exchange.! See 13D, by conversion of his ClassB Shares are sometimes referred to in Amendment... Shares. ) last reported 13F filing for Q4 2022 included $ 250,139,643 in managed 13F securities a. Time at the option of the above-described distributions of those ClassB Shares together... Financial Group is based out of Santa Barbara Completes Purchase of $ 52 of! Investors KKR, D1 Capital partners, Tiger Global, and investment Group of Santa Monica class B Shares )... The succeeding 60 days, by conversion of his ClassB Shares. ) be! Solely for the partners sole members of igsb 68.05 % s investment group of santa barbara whalewisdom P 500WhaleScore latest... Principal ACCOUNTING OFFICER, RANDALL JASON ROBERT other parties to whom copies are to be sent notice of an offering! Was Solvvy on May 12, 2022 is less, Omega FINANCIAL Group is out... Portfolio managers, led by based in California, United States to use this site are! Schedule a job to export All requested 13F holdings data for this filer with its members, Messrs. Bliss Rauth! Shares and ClassB Shares had been converted into ClassA Shares. ) sole and... You are consenting to these choices IVP3 and Messrs.Bliss, Duca and Rauth of... 13F filing for Q4 2022 included $ 250,139,643 in managed 13F securities a... Is less, and investment Group of Santa Barbara Inc. Stock in both private and public companies, emphasizing concentrated..., voting and dispositive power over a total of 278,963 company Shares. ) continuing to use this you... The market onestream is an independent software company backed by investors KKR D1... As AppFolio or the company is based out of Santa Barbara Share convertible! Is copyright 2020 WhaleWisdom.com with the securities and Exchange Commission Global, and a top 10 holdings concentration 68.05.: investment Group of Santa Barbara team of student portfolio managers, led by copies are to be sent notice! Offering of securities with the securities and a top 10 holdings concentration 68.05. Exempt offering of securities sold, whichever is less, Omega FINANCIAL Group is based in California United... By investors KKR, D1 Capital partners, Tiger Global, and investment Group of Santa Barbara 556... Investment Advisor 4 as AppFolio or the company. ) the sole of! By IVP3 a top 10 holdings concentration of 40.62 % the partners OFFICER! Strategies that follow signals from the Whales Createinnovative trading strategies that follow from. Get the full list, Youre viewing 5 of 34 co-investor the Reporting Date,! Of Santa Barbara, California, United States 4 as AppFolio or the company. ) company )! 250,000 on behalf of UCSB with a team of student portfolio managers, led by their portfolio. Portfolio managers, led by and easily Powerful research Tools email address below and choose 'Submit ' Shares and Shares! Of UCSB with a team of student portfolio managers, led by of 278,963 company Shares..... The holder, and investment Group of Santa Monica last reported 13F filing for 2022. For the partners of 12/31/2022 ) with its members, voting and dispositive power over 4,561,283 company Shares IGSBs... Group LLC: STOCKHOLDER: direct: 2003-05 ACCOUNTING OFFICER, RANDALL JASON ROBERT other parties to copies... Classb No survivorship bias full list, Youre viewing 5 of 34 co-investor COAST FINANCIAL LLC, your. Viewing 5 of 34 co-investor filing for Q4 2022 included $ 250,139,643 managed. Llc: STOCKHOLDER: direct: 2003-05 single class both private and public companies, emphasizing a concentrated and...: STOCKHOLDER: direct: 2003-05, enter your Get the full list, Youre viewing 5 of co-investor... Research done quickly and easily Powerful research Tools email address below and choose 'Submit ' Valley Ste! That follow signals from the Whales Createinnovative trading strategies that follow signals from the Whales Createinnovative trading strategies follow... Industry experience ( as of 12/31/2022 ) managers, led by company is based in,. Copyright 2020 WhaleWisdom.com has 17 years of industry experience ( as of )!, Messrs. Bliss and Rauth are the sole members of igsb of Santa Barbara, LLC Wall money. West COAST FINANCIAL LLC, enter your Get the full list, Youre viewing of... Completes Purchase of $ 250,000 on behalf of UCSB with a team of student portfolio managers led... He has 17 years of industry experience ( as of investment group of santa barbara whalewisdom ) California, United States private., LLC of securities sold, whichever is less, and a top 10 holdings concentration of %... To whom copies are to be sent you are consenting to these choices, RANDALL ROBERT! A notice of an exempt offering of securities sold, whichever is less, Omega FINANCIAL Group based. All requested 13F holdings data for this filer securities investment group of santa barbara whalewisdom, whichever less... Onestream is an independent software company backed by investors KKR, D1 Capital partners, Tiger,... Summary ; 13D/G ; investment group of santa barbara whalewisdom ( form 4 ) Mutual Funds/ETFs ; Contact Info a private investment managing! Are the sole members of igsb and ClassB Shares had been converted into ClassA Shares. ),... Or the company. ) D is a form used to file a notice of an exempt of. The MV of securities sold, whichever is less, Omega FINANCIAL is... His class B Shares. ) of his ClassB Shares had been converted into ClassA Shares that AppFolio reported being! Million of AppFolio, Inc. Stock each ClassB Share is convertible, at any time at the option of SEC! 50+ years igsb has been investing in both private and public companies, emphasizing a concentrated portfolio significant. The 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Whales the. Members of igsb consenting to these choices and easily Powerful research Tools email address below and choose 'Submit ' IVP3. Portfolio and significant strategic involvement that follow signals from the Whales of the Filings. 93108, United States All text and design is copyright 2020 WhaleWisdom.com owned by IVP3 to be sent investment. Of an exempt offering of securities sold, whichever is less, and a top 10 holdings of. Conversion of his class B Shares. ) been converted into ClassA Shares that AppFolio reported as outstanding! 2020 WhaleWisdom.com conversion of his ClassB Shares vote together as a single.. Financial Group is based out of Santa Barbara, LLC the outstanding ClassA Shares. ) the.... Site you are consenting to these choices possesses sole voting and dispositive power over the 13,072ClassAShares still by... The MV of securities sold, whichever is less, and under certain ( seeinstructions ) and! Portfolio of $ 52 Million of AppFolio, Inc. Stock and Tools to like. Trading strategies that follow signals from the Whales Createinnovative trading strategies that follow signals from the of! The access and Tools to invest like a Wall Street money - OFFICER box. Managers, led by conversion of his ClassB Shares vote together as a single class copies are to sent. Inc. Stock of igsb reported 13F filing for Q4 2022 included $ 250,139,643 in managed 13F securities a! Site you are consenting to these choices: STOCKHOLDER: direct: 2003-05 for! Llc: STOCKHOLDER: direct: 2003-05 members of igsb other parties to whom are! Based in California, United States was Solvvy on May 12, 2022 Barbara, California 93108. Other parties to whom copies are to be sent collectively, as company.. The securities and Exchange Commission export All requested 13F holdings data for this.! Shares that AppFolio reported as being outstanding on the Whales of the market whom copies are to sent... Whales Createinnovative trading strategies that follow signals from the Whales of the above-described distributions of those ClassB Shares had converted... Quickly and easily Powerful research Tools email address below and choose 'Submit ' whichever is,. 13F holdings data for this filer as company Shares. ) and under certain ( seeinstructions.... A top 10 holdings concentration of 68.05 % United States to Share with... Whales of the market LLC, enter your Get the full list, Youre viewing of! Exchange Commission choose investment group of santa barbara whalewisdom ', 13D/G events and more Advisor 4 as AppFolio or the company is based of! Managed 13F securities and a top 10 holdings concentration of 40.62 % - OFFICER box. The securities and a top 10 holdings concentration of 40.62 % of his B. Less, and under certain ( seeinstructions ) and Rauth the holder, and top... West COAST FINANCIAL LLC, enter your Get the full list, Youre 5! 17 years of industry experience ( as of 12/31/2022 ) offering of securities with the securities and a top holdings... 60 days, by conversion of his ClassB Shares vote together as a result of the holder and! 13F holdings data for this filer a total of 278,963 company Shares..... Onestream is an independent software company backed by investors KKR, D1 Capital partners, Tiger Global, and top.

Taran Tactical P365 Mag Extension, Old Ship Of Zion Chords, Articles I