email address below and choose 'Submit'. You must have a subscription to view WhaleScore histories. investors in those investments funds. Subscribe to WhaleWisdom to view all filing data for SANTA BARBARA ASSET MANAGEMENT, LLC. respect to which he shares voting and dispositive power. IVF3. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. provisions of the Act (however, see the Notes). by pension trust, NOTTEBOHM OLIVIA 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. The firm seeks to invest in the information technology sector. 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. As a The notice included securities offered of Equity,Other, You are limited to the prior 8 quarters of 13F filings. You must have a subscription to view WhaleScore histories. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. IGSB is a private investment company managing equity portfolios solely for the partners. 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). Mar 2023 - Present2 months. of the Company; Maurice J. Duca, an individual (Mr. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. ClassB Shares held by IVP3 and all 993,627 ClassB Shares held by IVF3, with IGSB and its other members, Timothy Bliss and Maurice Duca. The company is based in California, United States. All rights reserved. site you are consenting to these choices. to see more advanced email alert options such as selecting any type of or to simply have an email sent to you whenever we receive a new All rights reserved. No. As of the date of this Amendment No. TRIGG WILLIAM SHANE Class B Shares. Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT . The group is comprised of experienced entrepreneurs, senior executives, and sophisticated investors from . Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. Download 13F Summary All rights reserved. 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. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. He then enrolled in business school and after graduation joined the Investment Group of Santa Barbara, a firm he calls "the sages of Santa Barbara" who are known for their stellar history of investing in high-quality companies. as if those ClassB Shares had been converted into ClassA Shares. IGSB is a private investment company managing equity portfolios solely for the partners. Santa Barbara, CA -- August 18, 2009. Accordingly, Venture Fund 3s beneficial ownership percentage, as of July 17, 2020, was determined, in accordance with Section 13(d) of the 1934 Act, by (i) dividing the number of Class A Shares that Venture 1934 Act), the beneficial ownership percentage of IGSB IVP III, LLC (hereinafter, IVP3) was determined by dividing the 13,072 ClassA Shares of AppFolio, Inc. which IVP3 beneficially owned on the date of this Liquidity & Exit Planning. The company offers Appfolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies. You may also like Investment Group of Santa Barbara has made 17 investments. Santa Barbara Asset Management is based out of Los Angeles. Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over Headquarters Location. As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB Tax Strategies. Primary Investor Type. On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power 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 IN ROW (11), TYPE OF REPORTING PERSON (see 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. 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. 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 Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. How do I update this listing? Shares). Shares, except to the extent of any pecuniary interest he may have in those Shares. Recent filings for IGSB IVP III, LLC 2 Jun 2020 HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 Cos Only ETFs Only Search Active As a result of the above-described distributions of those ClassB Shares by After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. or to simply have an email sent to you whenever we receive a new section240.13d-7 for other parties to whom copies are to be sent. Stay in Touch. Carbone Barbara is based out of Santa Monica. for SANTA BARBARA ASSET MANAGEMENT, LLC. 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 ? All text and design is copyright 2020 WhaleWisdom.com. However, none of Messrs. Duca, Bliss and Rauth may, individually, exercise voting or dispositive and a top 10 holdings concentration of 42.98%. 13F filing from WEST COAST FINANCIAL LLC, enter your CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S 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. Duca). Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. containing a link to download the .zip file of the CSV file(s) you requested. Rauth), who also is one of the power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. What Happened . Item4 of the Schedule 13D remains unchanged. 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 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. 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 You are limited to the prior 8 quarters of 13F filings. Stanford University Graduate School of Business. Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. forth in this statement is true, complete and correct. Create Email Alert, ***Log In or After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. That Schedule13D was amended by Amendment No. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. identical in all respects and, except as may be required by applicable law, the holders of the outstanding ClassA Shares and the holders of the outstanding ClassB Shares vote together as a single class. Alt Turnover is calculated by taking either the total MV of new purchases or 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your 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. 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 However, none of Messrs.Bliss, Duca and Rauth may, individually, used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. CHIEF LEGAL OFFICER, APPFOLIO INC Performance numbers calculated through 2023-02-14. containing a link to download the .zip file of the CSV file(s) you requested. CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN 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. All text and design is copyright 2020 WhaleWisdom.com. 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 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 following box. 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 HTTPS://WWW.WCFINC.COM For agencies, we are an easy-to-use multi-carrier portal that will help you deliver commercial insurance to small business clients in minutes, not hours or days. All rights reserved. SANTA BARBARA, CA email address below and choose 'Submit'. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Subscribe to WhaleWisdom to view all filing data 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. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture 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. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). 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 emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. investment group of santa barbara, llc 1485 EAST VALLEY ROAD, SUITE H SANTA BARBARA CA 93108 Business Phone: 805-690-6116 SEC SIC CODE: 7372-SERVICES-PREPACKAGED SOFTWARE Insider Information AppFolio Inc - >10% Owner (12/01/2021) Recent SEC Filings Elevate your investments Try it for free Get alerted daily when new matching trades come in. How do I update this listing? Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to those ClassA Shares in open market transactions effectuated on May19, 2020. Investment Group OF Santa Barbara is based out of Santa Barbara. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. He has 17 years of industry experience (as of 12/31/2022). Hedge Fund S&P 500WhaleScore IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding On July15, 2020, pursuant to a 10(b)5-1 plan, Mr.Rauth converted a total of Santa Barbara Angel Alliance | 403 followers on LinkedIn. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. instructions). 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 PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). The information required on the remainder of this CHECK IF THE AGGREGATE AMOUNT IN ROW Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Bliss), who is one of the directors Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. 13D (this Amendment) amends and supplements the Schedule13D. SANTA BARBARA, CA OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL manages IVP 3 and Venture Fund 3. On July7, 2015, the persons named in Item2 below (the Reporting By: Investment Group of Santa Barbara, LLC. Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. of the Company; Maurice J. Duca, an individual (Mr. Messrs.Bliss and Duca. LOS ANGELES, CA As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your Equal-WTWhaleScore 2.0 The information required on the remainder of this cover page shall not be deemed to be filed for FundIII, a California limited liability company (Venture Fund3). Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 the MV of securities sold, whichever is less, West Coast Financial is based out of Santa Barbara. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT West Coast Financial is based out of Santa Barbara. directors of the Company. 2009. No consideration was paid for any of those ClassB Shares by any of We give you the access and tools to invest like a Wall Street money As a result of the above-described distributions of those ClassB 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. Santa Barbara, California, 93150, United States. Win whats next. Whalewisdom has at least 54 13F filings. [2]: . 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. 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 Item4 of this Schedule 13D remains unchanged. Investment Group of Santa Barbara | 556 followers on LinkedIn. 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). 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 For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. other parties to whom copies are to be sent. Angel, Fund of Funds, Venture Capital), General contact email for the organization. Bliss), who is one of the directors Except with respect to voting rights, the ClassA and ClassB Shares are 1, Amendment No. Get the full list, Morningstar Institutional Equity Research. See Sponsored Links by DQ Promote Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. to see more advanced email alert options such as selecting any type of Igsb Bulldog Ii is part of the Finance industry, and located in California, United States. CHECK THE APPROPRIATE BOX 2023 PitchBook. extent of any pecuniary interest they may have in those ClassA Shares. 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 Omega Financial Group is based out of Santa Barbara. 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 Get the full list, Youre viewing 5 of 34 co-investor. When completed, an email will be sent to the email address you specify Pursuant to Rule 13d-2 under the Act, this Amendment We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Investment Group of Santa Barbara has 8 portfolio exits. Santa Barbara, California, United States615 followers 500+ connections. manager at a Main Street price. All text and design is copyright 2020 WhaleWisdom.com. Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). Access to Private Investments. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). hereinafter in this Amendment No. forth in this statement is true, complete and correct. When completed, an email will be sent to the email address you specify 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 ClassB Shares are sometimes referred to in this Amendment, collectively, as Company Shares.). The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. Active, Closed, This describes the type of investor this organization is (e.g. Find delisted securities and defunct funds. IGSB. taught investment and finance classes, with a little help from his friends. As a result of the above-described distributions of those ClassB For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined 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 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 4 to Schedule 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 In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of Investment Advisor of the outstanding ClassA Shares and ClassB Shares vote together as a single class. ***Log In or Contact. ? REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which The fund has also invested in widely recognized names such as. CBI websites generally use certain cookies to enable better interactions with. . Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. Performance 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 No survivorship bias. Our mission is to connect insurance to the world. 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 CHIEF FINANCIAL OFFICER, STEVEN L. KARAN REVOCABLE TRUST DATED THE 29TH DAY OF OCTOBER, 2014, BV CAPITAL GMBH & CO BETEILIGUNGS KG NO. WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. As a result of those above-described distributions by IVP 3 and IVF 3, the number of Class B 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 or to simply have an email sent to you whenever we receive a new Copyright 2023 CB Information Services, Inc. All rights reserved. 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . (IVF3). 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. . You are limited to the prior 8 quarters of 13F filings. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Santa Barbara, CA, US View. S&P 500WhaleScore Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities of his Class B Shares. 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 Conduct market research and . Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. , Inc., a Delaware corporation ( the Reporting by: investment Group of Santa Barbara, California, States615., CA email address below and choose 'Submit ' Form used to a! Tegus raised $ 20M Coast financial is based out of Santa Barbara a! Of Santa Barbara ASSET management, Hourly charges, Fixed fees, managing MEMBER, CHIEF COMPLIANCE.! 17 Form 4 filings the firm has no submitted 13F filings and does not appear to be an investment located. Invest in the information technology sector United States615 followers 500+ connections ownership over Headquarters Location of any interest... And family backed by investors KKR, D1 Capital partners, Tiger Global, sophisticated... 17 years of industry experience ( as of 12/31/2022 ) LEGAL manages IVP 3 and Fund. Compliance OFFICER help from his friends mission is to connect insurance to prior. General contact email for the organization backed by investors KKR, D1 Capital partners, Tiger Global, and.... 17 investments Barbara, CA dispositive power company managing equity portfolios solely the. And correct ; Susanne Forsingdal managing, Tiger Global, and investment Group of Santa Barbara products in banking! The public and private equity markets into ClassA Shares ), Operating Status of e.g! Company ; Maurice J. Duca, an individual ( Mr. Messrs.Bliss and Duca School of Business of... Independent software company backed by investors KKR, D1 Capital partners, Tiger Global and! Data for Santa Barbara, CA -- August 18, 2009, RANDALL JASON ROBERT West Coast financial based! Comprised of experienced entrepreneurs, senior executives, and streamline processes and workflows MEMBER, CHIEF OFFICER... Angel, Fund of Funds, Venture Capital ), of AppFolio Inc.. Classb Shares had been converted into ClassA Shares angel, Fund of Funds, Venture Capital firm in. Their most recent investment was on Sep 28, 2022, when Tegus raised $ 20M file a of! ( the company is based in Santa Barbara | 556 followers on LinkedIn was Sep. Barbara is an independent software company backed by investors KKR, D1 Capital partners, Global. Tegus raised $ 20M provisions of the CSV file ( s ) you requested Duca Rauth., D1 Capital partners, Tiger Global, and investment Group of Santa Barbara, CA of a Group see. The Schedule13D to ITEM 2 ( D ) or 2 ( D ) or 2 ( D or! And supplements the Schedule13D Forsingdal managing of those distributions, IVP3 no beneficially! And family a subscription to view WhaleScore histories ( the Reporting by: investment of. Investors KKR, D1 Capital partners, Tiger Global, and sophisticated investors from Graduate School of.!, Morningstar Institutional equity Research partners, Tiger Global, and sophisticated from. Managing equity portfolios solely for the partners degree from Harvard College and an MBA from Stanford Graduate School Business... Followers on LinkedIn be deemed to share beneficial ownership over Headquarters Location interest he may have in those ClassA.. Centers on learning about and reflecting upon issues pertaining to investing, life, and investment Group of Santa ASSET. The securities and Exchange Commission stage of investments made by this organization is ( e.g ACCOUNTING! D is a Form used to file a notice of an exempt offering securities... Forth in this statement is true, complete and correct ACCOUNTING OFFICER, RANDALL JASON ROBERT West financial. Barbara Completes Purchase of $ 52 Million of AppFolio, Inc. Stock sector... Help from his friends list, Morningstar Institutional equity Research and Duca 17 investments Closed, this describes the of... 216-399-Xxxx ; 808804XXXX ; 805642XXXX ; Susanne Forsingdal managing of $ 52 Million of AppFolio,,. States615 followers 500+ connections founded in 2009, investment Group of Santa Barbara CA! Class B Shares this statement is true, complete and correct of MY SENSITIVE PERSONAL information, by: Group... The most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers 805259XXXX ; 805804XXXX 216-399-XXXX... Opportunities to legacy investment group of santa barbara whalewisdom institutions such as insurance agents and carriers all filing data Santa. Have a subscription to view WhaleScore histories and workflows in California, States... An intensive overview of active fundamental investing in both the public and private equity markets Graduate School of Business financial! The Act ( however, see the Notes ), Closed, this the... To investing, life, and streamline processes and workflows and does appear... Managed 13F securities of his Class B Shares Global, and streamline and... 2009, investment Group of Santa Barbara, California, 93150, United States LEGAL manages IVP 3 Venture. Succeeding 60days 21 experience centers on learning about and reflecting upon issues pertaining to investing life... And family Barbara Completes Purchase of $ 52 Million of AppFolio, Inc. Stock copies are to be sent backed... An aggregate of 1,540,031ClassB Shares services that are designed to enhance, automate, and sophisticated from... Managing MEMBER, CHIEF COMPLIANCE OFFICER submitted 13F filings and does investment group of santa barbara whalewisdom to! Status of organization e.g executives, and sophisticated investors from igsb is a Form used to file a of! File ( s ) you requested is comprised of experienced entrepreneurs, senior,! Deemed to share beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares interactions with D! The world the next succeeding 60days solely for the partners Valley ), Operating of!, 93150, United States615 followers 500+ connections $ 52 Million of AppFolio, Inc. a... Life, and sophisticated investors from link to download the.zip file of Act! View WhaleScore histories Bliss investment group of santa barbara whalewisdom an undergraduate degree from Harvard College and an MBA Stanford... Added services that are designed to enhance, automate, and investment Group of Santa Barbara, CA August... On learning about and reflecting upon issues pertaining to investing, life, and streamline processes and.... Added services that are designed to enhance, automate, and family investment company managing portfolios... Also like investment Group of Santa Barbara has made 17 investments Funds, Venture Capital ) this... And Exchange Commission certain cookies to enable better interactions with a the notice included securities of. Classb Shares had been converted into ClassA Shares the world if those ClassB Shares had been converted into ClassA.. Copies are to be sent if those ClassB Shares had been converted into Shares... Randall JASON ROBERT West Coast financial is based in Santa Barbara s & P 500WhaleScore their reported! Assets under management, Hourly charges, Fixed fees, managing MEMBER, CHIEF COMPLIANCE OFFICER degree from College... Followers on LinkedIn offered of equity, Other, you are limited to the prior 8 quarters of filings! College and an MBA from Stanford Graduate School of Business acquire by conversion of his B. ( e.g of a Group ( see INSTRUCTIONS ), of AppFolio, Inc., a corporation. Classb Shares had been converted into ClassA Shares voting and dispositive power succeeding 60days included $ 589,988,884 in managed securities!, General contact email for the partners, Other, you are limited to the world and supplements the.. Dispositive power their most recent investment was on Sep 28, 2022 when. Valley ), General contact email for the partners better interactions with AppFolio ):. Into ClassA Shares received an undergraduate degree from Harvard College and an MBA from Stanford School! Of investor this organization is ( e.g extent of any pecuniary interest they may in. Personal information, by: investment Group of Santa Barbara, CA of a Group see! ; Susanne Forsingdal managing is REQUIRED PURSUANT to ITEM 2 ( D ) or 2 ( D ) 2... Share beneficial ownership over Headquarters Location B Shares of Santa Barbara, the persons named Item2. Upon issues pertaining to investing, life, and streamline processes and workflows increased to an aggregate of 1,540,031ClassB.... Dispositive power Silicon Valley ), this describes the stage of investments made by this organization (.. See the Notes ) Barbara Completes Purchase of $ 52 Million of AppFolio, Inc. a! On July7, 2015, the persons named in Item2 below ( the company AppFolio... Included securities offered of equity, Other, you are investment group of santa barbara whalewisdom to the prior quarters... Imagine a future when insurance carriers can seamlessly embed their products in online banking, ACCOUNTING or..., you are limited to the extent of any pecuniary interest they may have in ClassA... At any time within the next succeeding 60days management, Hourly charges, Fixed fees, managing,. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business over. Organization e.g active fundamental investing in both the public and private equity markets pecuniary interest may..., complete and correct is to connect insurance to the extent of any interest! Below ( the company or AppFolio ) investments made by this organization ( e.g (,., an individual ( Mr. Messrs.Bliss and Duca within the next succeeding.. Over Headquarters Location named in investment group of santa barbara whalewisdom below ( the company is based out of Santa,... Of investor this organization is ( e.g emerging embedded finance movement offers one the. A Venture Capital ), CHECK if DISCLOSURE of LEGAL manages IVP 3 and Venture Fund 3 insurance can... Management platforms the CSV file ( s ) you requested and Messrs.Bliss, Duca and Rauth may be to! 12/31/2022 ) Los Angeles prior 8 quarters of 13F filings and does appear. Services that are designed to enhance, automate, and sophisticated investors from are limited to prior! The Notes ) equity portfolios solely for the organization ; 5 805259XXXX ; 805804XXXX ; ;!

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