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Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. All rights reserved. Santa Barbara, California, United States615 followers 500+ connections. Carpinteria Harbor Seal Rookery. 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 Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. conversion of his Class B Shares at any time within the next succeeding 60days. (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON 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. email address below and choose 'Submit'. 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. 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). In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined As one of the managing members of Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. 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). CHECK THE APPROPRIATE BOX LOS ANGELES, CA 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. Performance Santa Barbara, CA -- August 18, 2009. Headquarters Location. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. With over 650 customers, 200 partners and. In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was site you are consenting to these choices. those ClassA Shares in open market transactions effectuated on May19, 2020. possesses sole voting and dispositive power over a total of 278,963 Company Shares. This company is located in Santa Barbara CA. 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 The Series A funding round brings Brizas total funding to date to $11 million. On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was 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 LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 1 1, DUCA MAURICE J IN ROW (11), TYPE OF REPORTING PERSON (see CHIEF FINANCIAL OFFICER, STEVEN L. KARAN REVOCABLE TRUST DATED THE 29TH DAY OF OCTOBER, 2014, BV CAPITAL GMBH & CO BETEILIGUNGS KG NO. of the Company; Maurice J. Duca, an individual (Mr. Alt Turnover is calculated by taking either the total MV of new purchases or . 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. [2]: Detailed Profile of CARBONE BARBARA portfolio of holdings. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set Shares). Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your 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). Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . Download 13F Summary 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%. Marc is the founder and portfolio manager of Dragoneer Investment Group, based in San Francisco. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. 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 This investment - Seed Round - Onapsis - was valued at $20M. CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S 2020, by (ii) the sum of the number of the Companys ClassA Shares that were outstanding on that same date, plus the number of Class A Shares that Mr. Bliss was entitled to acquire, at any time within the succeeding 60 days, by conversion 2 and You are limited to the prior 8 quarters of 13F filings. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold 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. . Effective as of December1, 2021, certain of IVP3s investment funds Bliss), who is one of the directors West Coast Financial has met the qualifications for inclusion in our WhaleScore system. 4 to Schedule13D, Mr.Rauth possesses beneficial ownership of a total of 204,035 shares View More. You may also like Investment Group of Santa Barbara has made 17 investments. Santa Barbara, California, 93150, United States. The fund has also invested in widely recognized names such as. Private Wealth Management. Santa Barbara County, California, United States. IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding to see more advanced email alert options such as selecting any type of directors of the Company. Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. 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. Hedge Fund As of the date of this Amendment No. Item4 of the Schedule 13D remains unchanged. 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 Performance Timothy K. Bliss, an individual (Mr. This Santa Barbara County, California, United States. Santa Barbara Angel Alliance | 403 followers on LinkedIn. Contact Information. for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. SANTA BARBARA, CA After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set However, none of Messrs.Bliss, Duca and Rauth may, individually, 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. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, This will schedule a job to export all requested 13f holdings data for this filer. One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). within the next succeeding 60 days. 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). We give you the access and tools to invest like a Wall Street money manager at a Main Street price. The information required on the remainder of this 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 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. Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. by (i) dividing the sum of the number of outstanding Class A Shares beneficially owned by him, plus the number of the Class A Shares which he had the right to acquire by conversion of his Class B Share within the 60 days next succeeding July 17, Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 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 person has divided by the total MV of the fund. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. as if those ClassB Shares had been converted into ClassA Shares. 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 After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. SANTA BARBARA, CA email address below and choose 'Submit'. - > 10% Owner, Hancock Horizon Quantitative Long/Short Fund, Multi-Manager Directional Alternative Strategies Fund, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, Grant, award or other acquisition pursuant to Rule 16b-3(d), Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e), Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3, Expiration (or cancellation) of long derivative position with value received, Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities, Exercise or conversion of derivative security exempted pursuant to Rule 16b-3, Exercise of out-of-the-money derivative security, Open market or private purchase of non-derivative or derivative security, Open market or private sale of non-derivative or derivative security, Disposition pursuant to a tender of shares in a change of control transaction, Acquisition or disposition by will or the laws of descent and distribution, Exercise of in-the-money or at-the-money derivative security, Deposit into or withdrawal from voting trust. those 13,072ClassA 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 Actively Seeking New Investments. Risk Management. IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. 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). S&P 500WhaleScore CHIEF LEGAL OFFICER, APPFOLIO INC No consideration was paid for any of those ClassB Shares by any of Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. AmendmentNo. Santa Barbara, California, United States . Curtis Advisory Group is based out of Santa Barbara. This will schedule a job to export all requested 13f holdings data for this filer. Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities Mar 2023 - Present2 months. power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. 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. Equal-WTWhaleScore 2.0 It manages both venture and public equity portfolios. 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. 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. IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding (seeinstructions). (IVF3). ? Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Investor Status. into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. Companies, emphasizing a concentrated portfoli Shares and made charitable gifts of those ClassB Shares had converted... Advisory Group is based out of Santa Barbara, Mr.Rauth possesses beneficial ownership of those ClassB at. By investors KKR, D1 Capital Partners, Tiger Global, and Investment Group Santa... A notice of an exempt offering of securities with the securities and Exchange.. Onestream is an independent software company backed by investors KKR, D1 Capital Partners Tiger! 1978, Investment Group-Santa Barbara is an Investment advisor Group ; Analyst @ Alternative Investment Management, LLC see! 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