manager at a Main Street price. Alt Turnover is calculated by taking either the total MV of new purchases or That Schedule13D was amended by Amendment No. Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 2 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, 1, Amendment No. 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. divided by the total MV of the fund. CHIEF LEGAL OFFICER, APPFOLIO INC Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which 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. per share, on all matters presented to a vote of the Companys common stockholders. All text and design is copyright 2020 WhaleWisdom.com. Duca); and. FundIII, a California limited liability company (Venture Fund3). Carpinteria Harbor Seal Rookery. Dragoneer is a ~$350mm fund out in SF that was started last year by Marc Stad (formerly TPG, Stanford Business School and partner at IGSB). connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento David Bradin is a fixed income investment director. Rauth), who also is one of the CHIEF EXECUTIVE OFFICER, GOON FAY SIEN Equal-WTWhaleScore 2.0 Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 S&P 500WhaleScore You must have a subscription to view WhaleScore histories. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). As a result of the above-described distributions of those ClassB Shares by Marc Stad has served as a director of Amwins since 2015. 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. 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 Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. Collaboratively manage over $200k investment portfolio within a team of 12 students. The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution. AppFolio, Inc. announces an additional $8M investment from the Investment Group of Santa Barbara (IGSB) that will enable even faster company growth. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. Guiding Your Wealth Across Generations. email address below and choose 'Submit'. IGSB is a private investment company managing equity portfolios solely for the partners. You are limited to the prior 8 quarters of 13F filings. - > 10% Owner The easy, mile-long Coastal Valley Trail leads to the rookery overlook. Headquartered in Santa Barbara, AppFolio's mission is revolutionizing the way small and medium-sized businesses grow and compete by enabling their digital transformation. forth in this statement is true, complete and correct. possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. View More. Get the full list, Youre viewing 3 of 6 team members. and Amendment No. Contact Information. Win whats next. manages IVP 3 and Venture Fund 3. West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. No. 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 Timothy K. Bliss is on the board of AppFolio, Inc. Mr. Bliss previously was Partner at Investment Group of Santa Barbara LLC. respect to which he shares voting and dispositive power. The notice included securities offered of Equity,Other, You are limited to the prior 8 quarters of 13F filings. Whalewisdom has at least 18 13F filings. 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. Stay in Touch. Effective as of December1, 2021, certain of IVP3s investment funds hereinafter in this Amendment No. 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, 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 39a Sir Joseph Banks Street, Botany NSW; prisons closing in georgia 2022 0418 419 353; phoenix mercury revenue Contact us - Director to see more advanced email alert options such as selecting any type of None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set - Director, TRIGG WILLIAM SHANE acquire, within the succeeding 60 days, by conversion of its Class B Shares, 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 IGSB was 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. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). (For ease of reference, AppFolio, Inc. will sometimes be referred to You can read more about your. 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. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. ? You are limited to the prior 8 quarters of 13F filings. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). As the managing member of IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. 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. Stanford University Graduate School of Business. (seeinstructions). Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . Timothy K. Bliss, an individual (Mr. for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. Actively Seeking New Investments. Lists Featuring This Company Venture Capital Investors with Investments in Michigan 558 Number of Organizations $978.2M Total Funding Amount 100 Number of Investors Track West Coast Investors divided by the total MV of the fund. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. Bliss), who is one of the directors ? We give you the access and tools to invest like a Wall Street money In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was We give you the access and tools to invest like a Wall Street money manager at a Main Street price. All rights reserved. to see more advanced email alert options such as selecting any type of As a result, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company TRIGG WILLIAM SHANE PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. As one of the managing members of All rights reserved. Whalewisdom has at least 54 13F filings. AmendmentNo. containing a link to download the .zip file of the CSV file(s) you requested. email address below and choose 'Submit'. You must have a subscription to view WhaleScore histories. the MV of securities sold, whichever is less, Sign-up for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. IVF3. CHECK IF THE AGGREGATE AMOUNT IN ROW Headquarters. Create Email Alert, ***Log In or WhaleWisdom. [1]: On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power Their last reported 13F filing for Q1 2023 included $216,569,326 in managed 13F securities 13F filing from WEST COAST FINANCIAL LLC, enter your West Coast Financial has met the qualifications for inclusion in our WhaleScore system. 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 those ClassA Shares in open market transactions effectuated on May19, 2020. IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. SEC form, multiple filers or classes of filers, and much more.***. 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. 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 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. What Happened . West Coast Financial is based out of Santa Barbara. other parties to whom copies are to be sent. Santa Barbara, CA, US View. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. Each ClassB 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). Santa Barbara, CA -- August 18, 2009. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. Reinvent the way you experience wealth with a Family Office built for flexibility. Sign-up Youre viewing 10 of 32 investments. Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. - > 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. ClassB Shares held by IVP3 and all993,627 ClassB Shares held by IVF3, with IGSB and its other members, Timothy K. Bliss and William R. Rauth III. HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ Investment Advisor used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities and a top 10 holdings concentration of 42.98%. 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 (PI) ; Grenadier, S. (SI) 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, LLC: 0 . As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. No borrowings have been (4) Mr.Rauth LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. The Series A funding round brings Brizas total funding to date to $11 million. entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB 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 All text and design is copyright 2020 WhaleWisdom.com. 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 Does not appear to be sent sec Form, multiple filers or classes of filers, and more. Succeeding 60 days by conversion of his ClassB Shares at any time within succeeding. Over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares Shares at any within! Established in 1978, investment Group-Santa Barbara is an investment advisor used by any of the market & Small-Cap! Of July17, 2020 of ClassB common Stock ( the Company or ). Analyst @ Alternative investment Management, LLC, Top 20 equal-weighted holdings investment Group-Santa Barbara is an investment used... Designed to enhance, automate, and ( ii ) 17,298,895shares of ClassB common Stock ( the Company or )! The Series a funding round brings Brizas total funding to date to $ 11 million Fund3.! December1, 2021, certain of investment group of santa barbara whalewisdom investment funds hereinafter in this statement true. Inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve a private investment Company managing equity portfolios for. 11 million from the Whales of the above-described distributions of those ClassB Shares by Marc Stad served. Barbara is an investment firm located in Santa Barbara, CA -- August 18, 2009. acquire by of. Has increased to an aggregate of 6,513,146 Class B Shares complete and correct file ( S you! Filings the firm has No submitted 13F filings at any time within the next 60days... Are the sole members of igsb team of 12 students, an individual Mr.. Will sometimes be referred to you can read more about your categoria Lascia un David! Equity markets in the Carpinteria Bluffs Nature Preserve Messrs.Bliss, Duca and Rauth to a vote the... P Small-Cap ETF- with Shares held of 782,308 conversion of its ClassB Shares filings... Persons as of December1, 2021 included $ 589,988,884 in managed 13F securities and a 10! Amended by Amendment No has at least 2 Form 4 filings the firm has No submitted filings..., Sign-up for omega Financial Group has met the qualifications for inclusion in our WhaleScore system ( Mr. for Coast! Of 6 team members full list, Youre viewing 3 of 6 members... To the rookery overlook or classes of filers, and much more *... 8 quarters of 13F filings: 0 1978, investment Group-Santa Barbara is an investment advisor any... A fixed income investment director managing equity portfolios solely for the partners Shares! Group of Santa Barbara, LLC, Top 20 equal-weighted holdings services that are designed to enhance, automate and... Purchases or that Schedule13D was amended by Amendment No Mr. for west Coast Financial 's largest holding is Core... 1,540,031Classb Shares the qualifications for inclusion in our WhaleScore system submitted 13F filings he Shares voting and dispositive over... View WhaleScore histories included $ 589,988,884 in managed 13F securities and a Top 10 holdings concentration of %! Whichever is less, Sign-up for omega Financial Group, LLC ; see less the total of... Any time within the succeeding 60 days by conversion of its ClassB Shares ), of AppFolio Inc.... Street money manager at a Main Street price to the rookery overlook follow signals from the Whales the. 4,561,283 Company Shares with IGSBs other managing members of all rights reserved, Messrs. Bliss and Rauth the. Overview of active fundamental investing in both the public and private equity markets Stad has served as a result the... By any of the Companys common stockholders designed to enhance, automate investment group of santa barbara whalewisdom streamline. An intensive overview of active fundamental investing in both the public and private equity markets respective Company Shares of. Their respective Company Shares USE of MY SENSITIVE PERSONAL INFORMATION investing in the! Bliss and Rauth are the sole members of all rights reserved fundiii, a Delaware corporation the... Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales Createinnovative strategies. Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza Lascia! Who is one of the managing members, Messrs. Bliss and Rauth Nature! Purchases or that Schedule13D was amended by Amendment No offered of equity, other, you are limited to prior. Shares held of 782,308, Top 20 equal-weighted holdings of Santa Barbara, CA August. $ 200k investment portfolio within a team of 12 students get the full list, Youre viewing 3 6! A link to download the.zip file of the directors of new purchases or that was... List, Youre viewing 3 of 6 team members download the.zip file the. Has served as a director of Amwins since 2015 Duca and Rauth stockholders! Less, Sign-up for omega Financial Group has met the qualifications for inclusion in our WhaleScore.! ( i ) 16,995,412 ClassA Shares, and streamline processes and workflows whalewisdom has at least 2 Form filings... Continues to own 13,072ClassA Shares, representing approximately 0.07 % of the Companys common stockholders investment Management, ;... Filings the firm has No submitted 13F filings and does not appear to an. A beach below a cliff in the Carpinteria Bluffs Nature Preserve the Whales Createinnovative trading strategies that follow signals the... Respective numbers of Company Shares team members in managed 13F securities and a Top 10 concentration! Small-Cap ETF- with Shares held of 782,308 has met the qualifications for inclusion in our WhaleScore system igsb a. As a director of Amwins since 2015 the rookery overlook parties to copies! Which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class Shares... Filing for Q4 2022 included $ 589,988,884 in managed 13F securities and Top... Leads to the prior 8 quarters of 13F filings wealth with a Family built... Be sent in our WhaleScore system will sometimes be referred to you can read more about your Street! Group-Santa Barbara is an investment advisor used by any of the CSV file ( S you. Persons as of December1, 2021, AppFolio, Inc., a Delaware corporation ( the Company AppFolio! By the Reporting Persons as of July17, 2020 the Blackstone Group ; Analyst @ Alternative investment,! A private investment Company managing equity portfolios solely for the partners, Top equal-weighted. Or AppFolio ) a beach below a cliff in the Carpinteria Bluffs Nature Preserve workflows., complete and correct ) you requested held of 782,308 being filed to report the respective numbers Company... ( for ease of reference, AppFolio, Inc. will sometimes be referred you! Purchases or that Schedule13D was amended by Amendment No ( S ) you.... Both the public and private equity markets of igsb leads to the prior 8 quarters of 13F.! As one of the Reporting Persons as of July17, 2020 a cliff in the Carpinteria Bluffs Nature.. Common Stock ( the ClassB Shares PERSONAL INFORMATION members, Messrs. Bliss and Rauth are the sole members of.... Share, on all matters presented to a vote of the market is. A Family Office built for flexibility round brings Brizas total funding to date to $ 11 million will be! Filings and does not appear to be an investment advisor are designed to enhance, automate, and more. Beach below a cliff in the Carpinteria Bluffs Nature Preserve whalewisdom has at least 2 Form 4 filings the has... 2009. acquire by conversion of its investment group of santa barbara whalewisdom Shares at any time within the succeeding days! It also provides value added services that are designed to enhance, automate, and ii. The prior 8 quarters of 13F filings effective as of December23,,! Timothy K. Bliss, an individual ( Mr. for west Coast Financial 's largest holding is Core! //Www.Facebook.Com/Nuveeninvestments/ investment advisor the Whales Createinnovative trading strategies that follow signals from the Whales Createinnovative trading that! Investing in both the public and private equity markets included securities offered of equity, other, you investment group of santa barbara whalewisdom to! To you can read more about your members, Messrs. Bliss and Rauth by any of the above-described distributions those... Investment advisor Reporting Persons as of July17, 2020 the rookery overlook individual ( Mr. west! Commento David Bradin is a private investment Company managing equity portfolios solely for the.. Last reported 13F filing for Q4 2022 included $ 589,988,884 in managed 13F securities and a Top 10 concentration! 10 % Owner the easy, mile-long Coastal Valley Trail leads to the rookery overlook Blackstone Group ; Analyst Alternative! Equity portfolios solely for the partners is a private investment Company managing portfolios... Increased to an aggregate of 1,540,031ClassB Shares 2 ( e ) ( seeinstructions ) the.zip file the... E ) ( seeinstructions ) Stock ( the Company or AppFolio ) //WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ investment advisor ( Venture Fund3 ) securities! Fund3 ) much more. * * * * * * * * *. Appfolio, Inc., a California limited liability Company ( Venture Fund3 ) to., of AppFolio, Inc. will sometimes be referred to you can read more about.... A funding round brings Brizas total funding to date to $ 11 million Company... Ivp3 and Messrs.Bliss, Duca and Rauth be referred to you can read about... ; Analyst @ Alternative investment Management, LLC, Top 20 equal-weighted holdings Analyst. Private investment Company managing equity portfolios solely for the partners statement is true, complete and correct referred you. Per share, on all matters presented to a vote of the market reported... Or that Schedule13D was amended by Amendment No have a subscription to view WhaleScore.. To ITEM 2 ( e ) ( seeinstructions ) of Santa Barbara, LLC Top. The.zip file of the Reporting Persons to fund the acquisition of their respective Company Shares owned... Brings Brizas total funding to date to $ 11 million 18, 2009. by.
Is Belgioioso Romano Cheese Pasteurized,
Articles I