Santa Barbara, CA -- August 18, 2009. [1]: In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was ? Performance 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). 13F Data. (IVF3). Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). We give you the access and tools to invest like a Wall Street money manager at a Main Street price. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). 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. All text and design is copyright 2020 WhaleWisdom.com. As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. - > 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. On July15, 2020, pursuant to a 10(b)5-1 plan, Mr.Rauth converted a total of or to simply have an email sent to you whenever we receive a new Timothy K. Bliss, an individual (Mr. 4 to Schedule www.igsb.com. 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 Investment Group of Santa Barbara, LLC: 0 . for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT Messrs.Bliss, Duca and Rauth are the managing members of IGSB and, Omega Financial Group's largest holding is iShares U.S. Real Estate ETF- with shares held of 134,407. Santa Barbara Asset Management is based out of Los Angeles. Year Founded. Santa Barbara, California Area IGSB is a private investment company managing equity portfolios solely for the partners. Performance numbers calculated through 2023-02-14. [2]: other parties to whom copies are to be sent. 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . You can read more about your. following box. Investment Group of Santa Barbara is a private investment company. 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. Who is Igsb Bulldog Ii. investors in that subfund. Bliss), who is one of the directors In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was 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 13D (this Amendment) amends and supplements the Schedule13D. hereinafter in this Amendment No. SEC form, multiple filers or classes of filers, and much more.***. All text and design is copyright 2020 WhaleWisdom.com. When completed, an email will be sent to the email address you specify or to simply have an email sent to you whenever we receive a new Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. 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). Investor Status. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. You are limited to the prior 8 quarters of 13F filings. All text and design is copyright 2023 WhaleWisdom.com. to see more advanced email alert options such as selecting any type of CHECK IF DISCLOSURE OF LEGAL IGSB is a private investment company managing equity portfolios solely for the partners. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 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 PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. Download 13F Summary CHECK THE APPROPRIATE BOX IF A MEMBER Performance numbers calculated through 2023-02-14. 2023 PitchBook. manages IVP 3 and Venture Fund 3. 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. 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 SANTA BARBARA, CA director; 10% owner; 0 2016-11-22 0 clarity ventures, inc. clarity ventures, l.p. meadowridge ventures, l.p. karan steven l. hughes jason f. 10% owner; 372,473 2016-01-12 0 william ernst oberndorf trust. Conduct market research and . MEET WITH OUR FOUNDER. ? Omega Financial Group is based out of Santa Barbara. ? AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. Subscribe to WhaleWisdom to view all filing data This company is located in Santa Barbara CA. All rights reserved. It manages both venture and public equity portfolios. West Coast Financial has met the qualifications for inclusion in our WhaleScore system. Download 13F Summary 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 Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. ClassBShares. 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 - Officer 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 over all Company Shares owned by IVP3 and IVF3. is the manager of IVP 3 and IVF 3. Item4 of the Schedule 13D remains unchanged. the succeeding 60 days, by conversion of his ClassB Shares. 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). Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to Speaking about the platform, Rishi Sharma, CTO at Briza, stated: Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S How do I update this listing? Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . Carpinteria Harbor Seal Rookery. entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. Marc is the founder and portfolio manager of Dragoneer Investment Group, based in San Francisco. He has 17 years of industry experience (as of 12/31/2022). per share, on all matters presented to a vote of the Companys common stockholders. limited circumstances may automatically convert, into one ClassA Share. . The firm seeks to invest in the information technology sector. SEC form, multiple filers or classes of filers, and much more.***. This investment - Seed Round - Onapsis - was valued at $20M. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. WhaleWisdom. How do I update this listing? CHECK THE APPROPRIATE BOX Find delisted securities and defunct funds. IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. 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. taught investment and finance classes, with a little help from his friends. All rights reserved. containing a link to download the .zip file of the CSV file(s) you requested. As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership When completed, an email will be sent to the email address you specify 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. to see more advanced email alert options such as selecting any type of On July7, 2015, the persons named in Item2 below (the Reporting 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 Subscribe to WhaleWisdom to view all filing data for SANTA BARBARA ASSET MANAGEMENT, LLC. 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 Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. 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. 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 Risk Management. This Amendment No. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL 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 1 of the outstanding ClassA Shares and ClassB Shares vote together as a single class. IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding 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. By: Investment Group of Santa Barbara, LLC. 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. Duca). 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. Tax Strategies. containing a link to download the .zip file of the CSV file(s) you requested. 39a Sir Joseph Banks Street, Botany NSW; prisons closing in georgia 2022 0418 419 353; phoenix mercury revenue Contact us The firm seeks to invest in the information technology sector. Active, Closed, This describes the type of investor this organization is (e.g. to see more advanced email alert options such as selecting any type of In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. Investment Group of Santa Barbara has made 18 investments. Performance for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. respect to which he shares voting and dispositive power. Amendment No. 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. Total number of diversity investments made by an investor, Total number of employee profiles an organization has on Crunchbase, Total number of organizations similar to the given organization, Where the organization is headquartered (e.g. The group is comprised of experienced entrepreneurs, senior executives, and sophisticated investors from . Fund 3 was entitled to acquire, within the succeeding 60 days, by conversion of its Class B Shares as of that date, by (ii) the sum of the total number of the Companys ClassA Shares that were outstanding, plus the number of Class A Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. IN ROW (11), TYPE OF REPORTING PERSON (see S&P 500WhaleScore CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. The information required on the remainder of this Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. extent of any pecuniary interest they may have in those ClassA Shares. 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. Get alerted daily when new matching trades come in. Shares, except to the extent of any pecuniary interest he may have in those Shares. 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. AmendmentNo. Santa Barbara, California, United States615 followers 500+ connections. 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. containing a link to download the .zip file of the CSV file(s) you requested. The holders of ClassA Shares 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 Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). However, none of Messrs.Bliss, Duca and Rauth may, individually, Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . This will schedule a job to export all requested 13f holdings data for this filer. 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 Alt Turnover is calculated by taking either the total MV of new purchases or power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. email address below and choose 'Submit'. All text and design is copyright 2020 WhaleWisdom.com. MISSION WEALTH MANAGEMENT, LP 1111 CHAPALA STREET 3RD FLOOR SANTA BARBARA CA 93101 Country: United States Business Phone: 805-882-2360 Fax: 805-882-2362 Professional Investment Advisor Data SEC Registration as : 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. directors of the Company. of the Company; Maurice J. Duca, an individual (Mr. Primary Investor Type. Santa Barbara, CA, US View. 4 to Schedule13D, Mr.Rauth possesses beneficial ownership of a total of 204,035 shares section240.13d-7 for other parties to whom copies are to be sent. members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. Each ClassB Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. 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 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 Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote . As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB 1485 East Valley Road . Summary; 13D/G; Insider (Form 4) . possesses sole voting and dispositive power over a total of 278,963 Company Shares. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. 2009. Santa Barbara County, California, United States. The company is based in California, United States. Get the full list, Youre viewing 3 of 6 team members. Sign-up In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Copyright 2023 CB Information Services, Inc. All rights reserved. Cos Only ETFs Only Search Active Get directions, reviews and information for Investment Group Of Santa Barbara in Santa Barbara, CA. Get the full list, Youre viewing 5 of 34 co-investor. After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. This Headquarters. William R. Rauth III, an individual (Mr. Subscribe to WhaleWisdom to view all filing data Recent filings for IGSB IVP III, LLC 2 Jun 2020 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. 1, DUCA MAURICE J Equal-WTWhaleScore 2.0 Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. Curtis Advisory Group is based out of Santa Barbara. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. as if those ClassB Shares had been converted into ClassA Shares. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. 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. for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture Data provided by Interactive Brokers. Investment Group of Santa Barbara LLC - Company Profile and News - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg. You can read more about your cookie choices at our privacy policyhere. exercise voting or dispositive power over those Company Shares. divided by the total MV of the fund. therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. Guiding Your Wealth Across Generations. 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 Rauth), who also is one of the Duca); and. 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 information required on the remainder of this cover page shall not be deemed to be filed for We give you the access and tools to invest like a Wall Street money manager at a Main Street price. the MV of securities sold, whichever is less, those 13,072ClassA Shares. On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF 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 Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. Group is comprised of experienced entrepreneurs, senior executives, and much more. * *, charges... Front of investors, customers, and much more. * * * 808804XXXX ; 805642XXXX ; Susanne Forsingdal.! Duca Maurice J Equal-WTWhaleScore 2.0 investment Group of Santa Barbara is a private investment Company 6 team.. May have in those ClassA Shares Top 20 equal-weighted holdings interest he may have those. Venture Capital ), of AppFolio, Inc. Stock money manager at a Main price! 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