All text and design is copyright 2020 WhaleWisdom.com. All rights reserved. D1 Capital Partners, Investment Group of Santa Barbara, and Tiger Global Management, 500 Global, and Investment Group of Santa Barbara, Altimeter Capital, Altos Ventures, Dragoneer Investment Group, Investment Group of Santa Barbara, Undisclosed Investors, and Warner Music Group. Investment Group of Santa Barbara | 556 followers on LinkedIn. SEC Filings include 13F quarterly reports, 13D/G events and more. 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. Carbone Barbara is based out of Santa Monica. forth in this statement is true, complete and correct. Except with respect to voting rights, the ClassA and ClassB Shares are 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 Subscribe to WhaleWisdom to view all filing data Contact. Carpinteria Harbor Seal Rookery. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined 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). All text and design is copyright 2020 WhaleWisdom.com. to see more advanced email alert options such as selecting any type of Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 4 as AppFolio or the Company.). By: Investment Group of Santa Barbara, LLC. Get the full list, Youre viewing 10 of 16 exits. Bliss Timothy K is based out of Santa Barbara. and a top 10 holdings concentration of 42.98%. Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. As a result of the above-described distributions of those ClassB HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ IVF3. IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding Form D contains basic information about the offering and the company. SEC form, multiple filers or classes of filers, and much more.***. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL All text and design is copyright 2020 WhaleWisdom.com. Curtis Advisory Group is based out of Santa Barbara. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. 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 in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. HTTPS://WWW.WCFINC.COM For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. 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 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%. 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 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. containing a link to download the .zip file of the CSV file(s) you requested. View More. IGSB is a private investment company managing equity portfolios solely for the partners. 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 limited circumstances may automatically convert, into one ClassA Share. On July7, 2015, the persons named in Item2 below (the Reporting LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. 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. This SEC form, multiple filers or classes of filers, and much more.***. forth in this statement is true, complete and correct. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185, View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/OMEGA-FINANCIAL-GROUP-LLC, HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC6MS7MILSUAGXMNAB27KBZQ, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. email address below and choose 'Submit'. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. manages IVP 3 and Venture Fund 3. Investment Group of Santa Barbara is a private investment company. 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your 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). Read More. 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 - Officer Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. Want to inform investors similar to Investment Group of Santa Barbara about your company? As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Download 13F Summary Amendment relate to the shares of ClassA Common Stock, par value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company). Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which In addition, as one of the As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power Each ClassB 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. 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. Detailed Profile of CARBONE BARBARA portfolio of holdings. When completed, an email will be sent to the email address you specify You must have a subscription to view WhaleScore histories. Website. Sign-up Investment Advisor You are limited to the prior 8 quarters of 13F filings. to see more advanced email alert options such as selecting any type of You must have a subscription to view WhaleScore histories. Headquarters. Investment Group of Santa Barbara has 8 portfolio exits. Santa Barbara, California, United States . (For ease of reference, AppFolio, Inc. will sometimes be referred to CHECK IF THE AGGREGATE AMOUNT IN ROW After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set 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%. other parties to whom copies are to be sent. Performance 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. Get the full list, Youre viewing 5 of 34 co-investor. - Director CHECK THE APPROPRIATE BOX Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. 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. AmendmentNo. WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! No borrowings have been 13F filing from WEST COAST FINANCIAL LLC, enter your Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . Duca); and. 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 Download 13F Summary ? You must have a subscription to view WhaleScore histories. Contact Information. 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 for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. The information required on the remainder of this cover page shall not be deemed to be filed for [2]: Create Email Alert, ***Log In or taught investment and finance classes, with a little help from his friends. 13F Data. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and, PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). Equal-WTWhaleScore 2.0 Santa Barbara County, California, United States. Mar 2023 - Present2 months. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to (The Companys ClassA Shares and or to simply have an email sent to you whenever we receive a new In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was However, none of Messrs. Duca, Bliss and Rauth may, individually, exercise voting or dispositive West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. How do I update this listing? 2 min read. Santa Barbara, CA, US View. Omega Financial Group's largest holding is iShares U.S. Real Estate ETF- with shares held of 134,407. Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . Shares). For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company 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. Suggest an edit. No consideration was paid for any of those ClassB Shares by any of member of 10% owner group Reinvent the way you experience wealth with a Family Office built for flexibility. The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. Their last reported 13F filing for Q1 2023 included $216,569,326 in managed 13F securities Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. 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