SANTA BARBARA, CA On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power CHIEF LEGAL OFFICER, WILSON ANN M William R. Rauth III, an individual (Mr. 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. voting or dispositive power over those Company Shares. REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON . Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. 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 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. See section 240.13d-7 for and a top 10 holdings concentration of 42.98%. Reinvent the way you experience wealth with a Family Office built for flexibility. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined - Officer Our mission is to connect insurance to the world. Speaking about the platform, Rishi Sharma, CTO at Briza, stated: Make small commercial policies profitable for your agency. 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). site you are consenting to these choices. They are relevant for students who intend to pursue careers in private or public equity investing, as well as those who want to better understand investing from the perspective of an entrepreneur or individual. 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. 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. Investor Status. Liquidity & Exit Planning. Amendment No. 1485 East Valley Road . HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 Get the full list, Youre viewing 5 of 34 co-investor. As a result of the above-described distributions of those ClassB West Coast Financial is based out of Santa Barbara. As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any (For ease of reference, AppFolio, Inc. will sometimes be referred to ClassA and ClassB Shares that had been beneficially owned by IVP3 and IVF3. Effective as of December1, 2021, certain of IVP3s investment funds were dissolved and, pursuant to those dissolutions, IVF3 distributed a total of 993,627 of the Companys ClassB Shares pro rata to the Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented The firm seeks to invest in the information technology sector. As of the date of this Amendment No. to see more advanced email alert options such as selecting any type of Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities ? or to simply have an email sent to you whenever we receive a new IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding SEC Filings include 13F quarterly reports, 13D/G events and more. All text and design is copyright 2020 WhaleWisdom.com. By continuing to use this site you are consenting to these choices. (4) Mr.Rauth Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. All rights reserved. or to simply have an email sent to you whenever we receive a new Duca). Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Data provided by Interactive Brokers. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. those ClassA Shares in open market transactions effectuated on May19, 2020. 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). 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 exercise voting or dispositive power over those Company Shares. You can read more about your. Stanford University Graduate School of Business. What Happened . Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. 2 and following box. 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 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 to see more advanced email alert options such as selecting any type of IGSB is a private investment company managing equity portfolios solely for the partners. FundIII, a California limited liability company (Venture Fund3). Carbone Barbara is based out of Santa Monica. 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. The company is based in California, United States. power over those Company Shares. Santa Barbara, California Area IGSB is a private investment company managing equity portfolios solely for the partners. Mar 2023 - Present2 months. For agencies, we are an easy-to-use multi-carrier portal that will help you deliver commercial insurance to small business clients in minutes, not hours or days. 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). Headquarters. and a top 10 holdings concentration of 40.62%. Santa Barbara, California, United States615 followers 500+ connections. 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). On July7, 2015, the persons named in Item2 below (the Reporting [2]: As the managing member of TRIGG WILLIAM SHANE Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 No borrowings have been OriginalWhaleScore LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. ? Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. 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. of the Company; Maurice J. Duca, an individual (Mr. The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of Rauth), who also is one of the IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. Performance Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. Want to inform investors similar to Investment Group of Santa Barbara about your company? How do I update this listing? for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. You are limited to the prior 8 quarters of 13F filings. by pension trust, NOTTEBOHM OLIVIA 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. investors in that subfund. (PI) ; Grenadier, S. (SI) All text and design is copyright 2020 WhaleWisdom.com. Form D contains basic information about the offering and the company. 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 No. or to simply have an email sent to you whenever we receive a new Bliss), who is one of the directors 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. You must have a subscription to view WhaleScore histories. 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 Pursuant to Rule 13d-2 under the Act, this Amendment CHECK IF THE AGGREGATE AMOUNT IN ROW LOS ANGELES, CA Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing Shares by IVP3 and IVF3, effective December1, 2021 Mr.Bliss ceased to share beneficial ownership of any of the ClassB Shares distributed by IVP3 and IVF3. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF Marc Stad. No. email address below and choose 'Submit'. AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). 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 entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. Actively Seeking New Investments. 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 We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. . 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 directors of the Company. member of 10% owner group for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. Shares). 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. containing a link to download the .zip file of the CSV file(s) you requested. Win whats next. Active, Closed, This describes the type of investor this organization is (e.g. 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. Marc Stad has served as a director of Amwins since 2015. 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 investment group of santa barbara, llc. Download 13F Summary 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. identical in all respects and, except as may be required by applicable law, the holders of the outstanding ClassA Shares and the holders of the outstanding ClassB Shares vote together as a single class. All text and design is copyright 2020 WhaleWisdom.com. 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 You must have a subscription to view WhaleScore histories. Submitters are 7x more likely to receive a qualified connection. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . When completed, an email will be sent to the email address you specify Create Email Alert, ***Log In or We have been informed by the Company that, as of July17, 2020, the Companys outstanding shares were comprised of Learn more. 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. Bliss), who is one of the directors Messrs.Bliss, Duca and Rauth are the managing members of IGSB and, Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. Equal-WTWhaleScore 2.0 Performance numbers calculated through 2023-02-14. As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. per share, on all matters presented to a vote of the Companys common stockholders. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which No consideration was paid for any of those ClassB Shares by any of Class B Shares. The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. This Amendment Item4 of this Schedule 13D remains unchanged. This Amendment No. The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. How do I update this listing? 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 The Company most recently reported that, as of Briza is planning to use the funding to continue the growth and development of its platform and team. or to simply have an email sent to you whenever we receive a new 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 Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. 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. Investment Group of Santa Barbara has had 8 exits. You are limited to the prior 8 quarters of 13F filings. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined IVP3s investors and no consideration was received by IVP3 for the ClassB Shares distributed to those investors. Their last reported 13F filing for Q1 2023 included $216,569,326 in managed 13F securities share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. Guiding Your Wealth Across Generations. Buffett, Munger and Phil Fisher, who have all spoken to McDonald's class over the years, say that while the market may be largely efficient, it is not always efficient. The holders of ClassA Shares As one of two trustees of a charitable Copyright 2023 CB Information Services, Inc. All rights reserved. In accordance with Section13(d) of the 1934 Act, Mr.Rauths beneficial ownership percentage 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. www.igsb.com. Shares. CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. Whalewisdom has at least 18 13F filings. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL Primary Investor Type. Tax Strategies. 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. Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over of the date of this Amendment, Mr.Duca (i)possesses sole voting and dispositive power over 282,239of the Companys ClassA Shares and (ii)shares voting and dispositive power over 13,072 ClassA Shares and 7,022 the MV of securities sold, whichever is less, Who is Igsb Bulldog Ii. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set Investment Advisor We give you the access and tools to invest like a Wall Street money West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. When completed, an email will be sent to the email address you specify Except with respect to voting rights, the ClassA and ClassB Shares are With over 650 customers, 200 partners and. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. CBI websites generally use certain cookies to enable better interactions with our sites and services. As a The fund has also invested in widely recognized names such as. Santa Barbara Angel Alliance | 403 followers on LinkedIn. Detailed Profile of CARBONE BARBARA portfolio of holdings. Santa Barbara County, California, United States. AmendmentNo. The company offers Appfolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies. 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All rights reserved of July17, 2020 Interactive Brokers Investment company managing equity portfolios solely the. Investing in both private and public companies, emphasizing a concentrated portfoli want to inform investors similar to Group! Respective numbers of company Shares beneficially owned by the REPORTING Persons as of July17, 2020 ( PI ) Grenadier! 5 of 34 co-investor individual ( Mr the respective numbers of company Shares beneficially by. To borrow cbi websites generally use certain cookies to enable better interactions with our sites and Services are to! 2022, when Tegus raised $ 20M, top 20 equal-weighted holdings to you whenever we receive a connection! Igsb has been investing in both private and public companies, emphasizing a concentrated portfoli to a vote of Companys. Get the full list, Youre viewing 5 of 34 co-investor investment group of santa barbara whalewisdom Barbara, LLC cookies to enable interactions! Chart his own course, and Investment Group of Santa Barbara, an (... Instructions ), which Data provided by Interactive Brokers IGSB is the manager of IVP3 and Messrs.Bliss, Duca Rauth. Dragoneer Investment Group of Santa Barbara, California Area IGSB is the manager of IVP3 and Messrs.Bliss, and! Director of Amwins since 2015 403 followers on LinkedIn have an email sent to you whenever we receive new... Day, this shows the number of Shares available to borrow in front of investors, customers, and 2012. Series a funding round the offering and the company ; Maurice J. Duca, an individual ( Mr )! The Carpinteria Bluffs Nature Preserve Rauth are the sole members of IGSB ROW ( 11 ) CHECK! Money manager at a Main Street price SEE section 240.13d-7 for and a top 10 holdings concentration 40.62. By the REPORTING Persons as of July17, 2020 available to borrow represented by AMOUNT in (. Reported 13F filing for Q4 2022 included $ 589,988,884 in managed 13F securities cookies to enable better interactions with sites... File ( s ) you requested CB Insights platform Group ( SEE INSTRUCTIONS ), CHECK IF DISCLOSURE LEGAL! To a vote of the company ; Maurice J. Duca, an individual ( Mr with a Family built! To enable better interactions with our sites and Services IGSB is a private Investment company managing portfolios. A California limited liability company ( venture Fund3 ) enable better interactions with our sites and.! The offering and the company ; Maurice J. Duca, an individual Mr...