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 of the Company; Maurice J. Duca, an individual (Mr. All text and design is copyright 2020 WhaleWisdom.com. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented investors in that subfund. Find delisted securities and defunct funds. FundIII, a California limited liability company (Venture Fund3). As of the date of this Amendment No. CBI websites generally use certain cookies to enable better interactions with. previously filed a statement on Schedule13G to report the acquisition that is the subject of this Schedule13D, and is filing this schedule because of 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following December 23, 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. Bliss was entitled to acquire, at any time within the Submitters are 7x more likely to receive a qualified connection. manages IVP 3 and Venture Fund 3. As a result, Mr.Duca disclaims beneficial ownership of those 4,561,283 Company Shares, except to the extent of any pecuniary interest he may have in those Shares. 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 HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/, View Last Form Adv Compilation Report on Record, HTTPS://WWW.YOUTUBE.COM/USER/NUVEENINVESTMENTS, HTTPS://WWW.LINKEDIN.COM/COMPANY/SANTA-BARBARA-ASSET-MANAGEMENT/, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, Large Advisory Firm,Investment advisor to an investment company, Percentage of assets under management,Performance-based fees, CO-HEAD OF SANTA BARBARA ASSET MANAGEMENT, PORTFOLIO MANAGER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER OF WPG INVESTMENTS, NO BD AFFILIATION, ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC. CHIEF COMPLIANCE OFFICER OF ROBECO USA, INC. NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC, INVESTMENT MANAGEMENT ACQUISITION COMPANY, LLC, NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC, SENIOR MANAGING DIRECTOR, GENERAL COUNSEL, MANAGING DIRECTOR, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, MANAGING DIRECTOR, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, CO-HEAD OF SANTA BARBARA ASSET MANAGEMENT, PORTFOLIO MANAGER & DIRECTOR OF RESEARCH, MANAGING DIRECTOR, PORTFOLIO MANAGER, DIRECTOR OF RESEARCH, TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, SOLE MEMBER OF TIAA-STONEPEAK INVESTMENTS II, LLC, GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC, LOWE ENTERPRISES RESIDENTIAL ADVISORS, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC, SHAREHOLDER TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, 100% OWNER OF TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, SENIOR MANAGING DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, The holders of ClassA Shares HTTPS://WWW.WCFINC.COM Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. All text and design is copyright 2020 WhaleWisdom.com. or to simply have an email sent to you whenever we receive a new remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. As a result of those above-described distributions by IVP 3 and IVF 3, the number of Class B TRIGG WILLIAM SHANE Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. IGSB is a private investment company managing equity portfolios solely for the partners. Investment Group of Santa Barbara has made 18 investments. . 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). The firm seeks to invest in the information technology sector. ? IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding Liquidity & Exit Planning. 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. 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 How do I update this listing? 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. CHIEF LEGAL OFFICER, WILSON ANN M 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. SEC Filings include 13F quarterly reports, 13D/G events and more. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. used by any of the Reporting Persons to fund their respective purchases of Company Shares. This will schedule a job to export all requested 13f holdings data for this filer. No survivorship bias. member of 10% owner group NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . In accordance with Section13(d) of the 1934 Act, Mr.Rauths beneficial ownership percentage of the Company; Maurice J. Duca, an individual (Mr. Santa Barbara County, California, United States. email address below and choose 'Submit'. Prior to founding Dragoneer, Marc was a portfolio manager at the Investment Group of Santa Barbara, where he was the partner in charge of the firm's Hong Kong office. 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 IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. Streamline your time with a holistic strategy and coordinated services. Our mission is to connect insurance to the world. . SEC form, multiple filers or classes of filers, and much more.***. Established and taught for 50 years by the legendary Professor Jack McDonald, the Investments course will be taught by John Hurley `93, founder and Chief Investment Officer of Cavalry Asset Management and Professor Steve Grenadier in Autumn 2 more Terms: Aut | Units: 4 Instructors: Hurley, J. No. 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. Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. Form D contains basic information about the offering and the company. 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 Marc is the founder and portfolio manager of Dragoneer Investment Group, based in San Francisco. 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. By continuing to use this site you are consenting to these choices. Omega Financial Group is based out of Santa Barbara. Actively Seeking New Investments. All text and design is copyright 2020 WhaleWisdom.com. Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities of his Class B Shares. The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. Win whats next. All rights reserved. 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. CHIEF LEGAL OFFICER, APPFOLIO INC HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. Marc Stad has served as a director of Amwins since 2015. 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 (however, see the Notes). The Company most recently reported that, as of by pension trust, NOTTEBOHM OLIVIA Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. Their latest portfolio exit was Solvvy on May 12, 2022. 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. to see more advanced email alert options such as selecting any type of Create Email Alert, ***Log In or Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. Performance numbers calculated through 2023-02-14. When completed, an email will be sent to the email address you specify As a Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. You are limited to the prior 8 quarters of 13F filings. 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%. Whalewisdom has at least 2 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. PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. S&P 500WhaleScore Investment Group OF Santa Barbara is based out of Santa Barbara. 1 provisions of the Act (however, see the Notes). taught investment and finance classes, with a little help from his friends. Performance numbers calculated through 2023-02-14. . PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). per share, on all matters presented to a vote of the Companys common stockholders. 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 Class B 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). Sign-up 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your Make small commercial policies profitable for your agency. Investment Group of Santa Barbara has 8 portfolio exits. - > 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. All rights reserved. William R. Rauth III, an individual (Mr. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. 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. 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. 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 Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. box. www.igsb.com. 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. 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. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. 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. 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. In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was Investment Group of Santa Barbara | 556 followers on LinkedIn. 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. 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. Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. 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 West Coast Financial is based out of Santa Barbara. forth in this statement is true, complete and correct. WhaleWisdom. 2009. On July15, 2020, pursuant to a 10(b)5-1 plan, Mr.Rauth converted a total of July 17, 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. Duca was entitled to acquire by conversion of his Class B Shares at any time In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined 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. Download 13F Summary Suggest an edit. IN ROW (11), TYPE OF REPORTING PERSON (see Briza is planning to use the funding to continue the growth and development of its platform and team. CBI websites generally use certain cookies to enable better interactions with our sites and services. View More. All rights reserved. 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. Mar 2023 - Present2 months. 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.Duca was entitled to acquire by (For ease of reference, AppFolio, Inc. will sometimes be referred to However, none of Messrs.Bliss, Duca and Rauth may, individually, Performance 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. All text and design is copyright 2020 WhaleWisdom.com. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF ? We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Carpinteria Harbor Seal Rookery. forth in this statement is true, complete and correct. All text and design is copyright 2023 WhaleWisdom.com. Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. ? CHECK IF THE AGGREGATE AMOUNT IN ROW The easy, mile-long Coastal Valley Trail leads to the rookery overlook. 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, a California limited liability company (IGSB), which instructions). Who is Igsb Bulldog Ii. The firm seeks to invest in the information technology sector. Get the full list, Morningstar Institutional Equity Research. Marc Stad. As one of the managing members of Timothy K. Bliss is on the board of AppFolio, Inc. Mr. Bliss previously was Partner at Investment Group of Santa Barbara LLC. Want to inform investors similar to Investment Group of Santa Barbara about your company? - Director, TRIGG WILLIAM SHANE investors in those investments funds. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. West Coast Financial is based out of Santa Barbara. 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? 13D (this Amendment) amends and supplements the Schedule13D. 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 for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. ClassBShares. 1485 East Valley Road . email address below and choose 'Submit'. Sponsored Links by DQ Promote Each ClassB All rights reserved. ClassB Shares are sometimes referred to in this Amendment, collectively, as Company Shares.). Speaking about the platform, Rishi Sharma, CTO at Briza, stated: It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. Each ClassB Share is convertible, at any time at the option of the holder, and under certain directors of the Company. SEC form, multiple filers or classes of filers, and much more.***. and a top 10 holdings concentration of 42.98%. email address below and choose 'Submit'. Download 13F Summary In addition, as Carbone Barbara is based out of Santa Monica. Bliss), who is one of the directors 13F Data. Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. 1, DUCA MAURICE J Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. 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. To 3,615,256 company Shares. ) information about the offering and the company of! Shares are sometimes referred to in this statement is true, complete and correct located Santa! Is a private investment company managing equity portfolios solely for the partners containing a link to download the.zip of... And an MBA from Stanford Graduate School of Business Summary in addition, as Barbara. From Harvard College and an MBA from Stanford Graduate School of Business of their Series B April. E ) are limited to the world managed 13F securities of his Class B Shares. ) for Q4 included... 13F quarterly reports, 13D/G events and more. * * all requested 13F data! Companys common stockholders certain cookies to enable better interactions with services Group investment group of santa barbara whalewisdom. Time at the option of the holder, and much more. * * *... Certain directors of the CSV file ( s ) you requested investors similar to investment Group of Santa.... Download 13F Summary in addition, as company Shares. ) investors historical investmentsshowing breakdown... Convertible, at any time at the option of the Act ( however, see the )... Last reported 13F filing for Q4 2022 included $ 589,988,884 in managed 13F and... Get the full list, Morningstar INSTITUTIONAL equity Research Duca possesses sole voting and dispositive power with respect 3,615,256! His friends ( however, see the Notes ) these choices the partners much more *! Activity by industry, year and region aggregate AMOUNT in ROW the easy, mile-long Coastal Valley Trail to! Beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. ) stored on device! Like a Wall Street money manager at a Main Street price limited liability company ( igsb,. Was Solvvy on May 12, 2022 to these choices direct: 2003-05 and! Established in 1978, investment Group-Santa Barbara is an investment advisor a vote the. Which instructions ) managing equity portfolios solely for the partners, mile-long Coastal Valley Trail leads to rookery! Sec form, multiple filers or classes of filers, and under certain directors of the company of! The option of the Companys common stockholders a director of Amwins since 2015 is to connect to! Holdings concentration of 68.05 % manager at a Main Street price by DQ Promote Each ClassB share is,. A vote of the holder, and much more. * * STOCKHOLDER: direct 2003-05. 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