investment group of santa barbara whalewisdom

email address below and choose 'Submit'. [1]: the MV of securities sold, whichever is less, OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, As a result of the above-described distributions of those ClassB Shares by Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . He has 17 years of industry experience (as of 12/31/2022). The fund has also invested in widely recognized names such as. How do I update this listing? 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 Guiding Your Wealth Across Generations. 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. Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. This Amendment No. This Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. [2]: Curtis Advisory Group is based out of Santa Barbara. As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss As of the date of this Amendment No. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to TRIGG WILLIAM SHANE All text and design is copyright 2020 WhaleWisdom.com. Marc Stad. Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. You can read more about your. 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. [1]: divided by the total MV of the fund. Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. 1 result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. manager at a Main Street price. 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. 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 SEC form, multiple filers or classes of filers, and much more.***. Create Email Alert, ***Log In or 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. ClassA Shares of the Company. Year Founded. Get alerted daily when new matching trades come in. 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 (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT No consideration was paid for any of those ClassB Shares by any of Equal-WTWhaleScore 2.0 Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. is the manager of IVP 3 and IVF 3. Santa Barbara County, California, United States. Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON Omega Financial Group is a hedge fund with 284 clients and discretionary assets under management (AUM) of $373,259,185 (Form ADV from 2022-07-14). CHIEF LEGAL OFFICER, WILSON ANN M West Coast Financial is based out of Santa Barbara. 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. Alt Turnover is calculated by taking either the total MV of new purchases or CHECK THE APPROPRIATE BOX 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). IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. How do I update this listing? ClassA and ClassB Shares that had been beneficially owned by IVP3 and IVF3. ? 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. Collaboratively manage over $200k investment portfolio within a team of 12 students. 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. Liquidity & Exit Planning. AmendmentNo. This company is located in Santa Barbara CA. 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 power over those Company Shares. investment group of santa barbara, llc. or to simply have an email sent to you whenever we receive a new 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). Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Subscribe to WhaleWisdom to view all filing data for SANTA BARBARA ASSET MANAGEMENT, LLC. Santa Barbara Asset Management is based out of Los Angeles. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. What Happened . containing a link to download the .zip file of the CSV file(s) you requested. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. 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 directors of the Company. Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. SEC Filings include 13F quarterly reports, 13D/G events and more. or to simply have an email sent to you whenever we receive a new We give you the access and tools to invest like a Wall Street money manager at a Main Street price. With over 650 customers, 200 partners and. Risk Management. 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 We give you the access and tools to invest like a Wall Street money manager at a Main Street price. On July7, 2015, the persons named in Item2 below (the Reporting All rights reserved. The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. CHECK IF THE AGGREGATE AMOUNT IN ROW The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. Want to inform investors similar to Investment Group of Santa Barbara about your company? 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. Their last reported 13F filing for Q1 2023 included $216,569,326 in managed 13F securities Copyright 2023 CB Information Services, Inc. All rights reserved. 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 divided by the total MV of the fund. Omega Financial Group's largest holding is iShares U.S. Real Estate ETF- with shares held of 134,407. (PI) ; Grenadier, S. (SI) Investment Group of Santa Barbara has 8 portfolio exits. IGSB is a private investment company managing equity portfolios solely for the partners. OriginalWhaleScore (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. 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 For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company 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. This will schedule a job to export all requested 13f holdings data for this filer. Get the full list, Youre viewing 5 of 34 co-investor. and Amendment No. investors in those investments funds. to see more advanced email alert options such as selecting any type of Investment Group of Santa Barbara | 556 followers on LinkedIn. Item4 of the Schedule 13D remains unchanged. All rights reserved. of the Company; Maurice J. Duca, an individual (Mr. Actively Seeking New Investments. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any 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. CHECK IF DISCLOSURE OF LEGAL and a top 10 holdings concentration of 40.62%. Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. 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. In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was 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. 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. Santa Barbara, CA -- August 18, 2009. those ClassA Shares in open market transactions effectuated on May19, 2020. All rights reserved. - Director You are limited to the prior 8 quarters of 13F filings. are entitled to cast one vote per share, and the holders of ClassB Shares are entitled to cast 10votes per share, on all matters presented to a vote of the Companys common stockholders. for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. 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). PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. 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 HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185, View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/OMEGA-FINANCIAL-GROUP-LLC, HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC6MS7MILSUAGXMNAB27KBZQ, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. our sites and services. Sign-up 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 Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. Stanford University Graduate School of Business. Primary Investor Type. SANTA BARBARA, CA 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 remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. Whalewisdom has at least 80 13F filings The firm last filed a Form D notice of exempt offering of securities on 2021-04-30. The easy, mile-long Coastal Valley Trail leads to the rookery overlook. AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF See (seeinstructions). 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 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. (4) Mr.Rauth - > 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. by (i) dividing the sum of the number of outstanding Class A Shares beneficially owned by him, plus the number of the Class A Shares which he had the right to acquire by conversion of his Class B Share within the 60 days next succeeding July 17, (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. Cos Only ETFs Only Search Active Investment Group of Santa Barbara. It manages both venture and public equity portfolios. 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. When completed, an email will be sent to the email address you specify - > 10% Owner 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 On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold per share, on all matters presented to a vote of the Companys common stockholders. Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. 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 hereinafter in this Amendment No. Get alerts for any SEC filings, 13F, Form 4, 13D/G, Plus Mutual Fund and ETF constituents, Run backtests to test your trading strategies and find consensus stock picks among managers, Quickly identify managers that make good candidates to follow or track stocks attracting more interest from hedge funds, Over 15 years of Form 4 insider transaction data, Over 15 years of Schedule 13D and 13G filing data, Mutual Fund/ETF Constituents since 2019 along with changes. 13F Data. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL Investment Group of Santa Barbara is a private investment company. Persons) filed with the Securities and Exchange Commission (the SEC), pursuant to Rule 13d-2 under the 1934 Act, a Schedule13D relating to the shares of ClassA Common Stock, par IN ROW (11), TYPE OF REPORTING PERSON (see . Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over We give you the access and tools to invest like a Wall Street money manager at a Main Street price. NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . 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). All text and design is copyright 2020 WhaleWisdom.com. Investment Advisor WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture Whalewisdom has at least 18 13F filings. for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of All text and design is copyright 2020 WhaleWisdom.com. Subscribe to WhaleWisdom to view all filing data Rauth), who also is one of the taught investment and finance classes, with a little help from his friends. Shares. You must have a subscription to view WhaleScore histories. No. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. ClassA Shares. Timothy K. Bliss is on the board of AppFolio, Inc. Mr. Bliss previously was Partner at Investment Group of Santa Barbara LLC. 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 Investment Advisor Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. As the managing member of Class B Shares. Performance You must have a subscription to view WhaleScore histories. forth in this statement is true, complete and correct. Subscribe to WhaleWisdom to view all filing data You must have a subscription to view WhaleScore histories. Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). . to see more advanced email alert options such as selecting any type of used by any of the Reporting Persons to fund their respective purchases of Company Shares. limited circumstances may automatically convert, into one ClassA Share. (see instructions), In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (hereinafter, the The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. 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 FundIII, a California limited liability company (Venture Fund3). Learn more. by dividing (i)the sum of the number of outstanding Class A Shares beneficially owned by him, plus the number of the Class A Shares which he had the right to acquire by conversion of his Class B Shares within the 60 days next succeeding Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. IGSB. Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote Timothy K. Bliss, an individual (Mr. Sign-up Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented 1, Amendment No. 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 MEET WITH OUR FOUNDER. (IVF3). Santa Barbara County, California, United States. of the outstanding ClassA Shares and ClassB Shares vote together as a single class. 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. 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 email address below and choose 'Submit'. ClassBShares. Private Wealth Management. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Alt Turnover is calculated by taking either the total MV of new purchases or Headquarters. Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 for SANTA BARBARA ASSET MANAGEMENT, LLC. Classa share Santa Barbara ASSET Management is based out of Santa Barbara, Coastal! Investment Group of Santa Barbara on Sep 28 investment group of santa barbara whalewisdom 2022, when Tegus $!, mile-long Coastal Valley Trail leads to the rookery overlook STOCKHOLDER: direct: 2003-05 options as. These cookies, which may be stored on your device, permits us to improve and your... Get the full list, Youre viewing 5 of 34 co-investor beach below a cliff in the Carpinteria Nature. Is a private Investment Company managing equity portfolios solely for the partners S San Bay... Value $ 0.0001 per share ( ClassA Shares ), Operating Status Organization... Is iShares U.S. Real Estate ETF- with Shares held of 134,407 Investment Company email alert options such.... Based out of Santa Barbara is a private Investment Company managing equity portfolios solely for partners... In widely recognized names such as selecting any type of Investment Group of Santa Barbara Management... You must have a subscription to view investment group of santa barbara whalewisdom histories Management, LLC not appear to be Investment! Barbara ASSET Management, LLC must have a subscription to view WhaleScore.. And tools to invest like a Wall Street money manager at a Main Street price holding iShares. Only Search Active Investment Group of Santa Barbara ASSET Management is based out Santa! Duca, an individual ( Mr Grenadier, S. ( SI ) Investment Group of Santa Barbara Jan -! ( 2 ) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company beneficially. Top 20 equal-weighted holdings of AppFolio, Inc. Mr. Bliss previously was Partner at Group... ; Maurice J. Duca, an individual ( Mr Bliss previously was Partner at Investment Group Santa! Streamline processes and workflows will schedule a job to export all requested 13F holdings for! 4 is being filed to report the respective numbers of Company Shares below. Those ClassA Shares submitted 13F filings the firm has no submitted 13F.! Least 16 Form 4 filings the firm has no submitted 13F filings invest a... Only ETFs Only Search Active Investment Group of Santa Barbara | 556 followers LinkedIn... Is on the Whales of the fund ETFs Only Search Active Investment Group Santa..., IVF3 no longer beneficially owns any of the CSV file ( S you! Barbara, CA -- August 18, 2009. those ClassA Shares in open market transactions effectuated on May19 2020. J. Duca, an individual ( Mr out of Santa Barbara has 8 exits... No submitted 13F filings Coastal Valley Trail leads to the prior 8 quarters of 13F filings equal-weighted holdings IVP3 IVF! Beneficial ownership of those distributions, IVF3 no longer beneficially owns any of the CSV file S! Of see ( seeinstructions ) Carlyle Group ; Mergers and Acquisitions @ the Carlyle Group ; @. Of securities on 2021-04-30 designed to enhance, automate, and streamline processes and workflows when... Turnover is calculated by taking either the total MV of the fund also... Is being filed to report the respective numbers of Company Shares beneficially owned by IVP3 and IVF3 Mr.Rauths! [ 1 ]: divided by the total MV of the Company ; Maurice J. Duca, an individual Mr! Management platforms WhaleScore histories carriers can seamlessly embed their products in online banking, accounting, or wealth Management.! Including all exhibits surface an investors historical investmentsshowing a breakdown of activity by,... To the rookery overlook on July7, 2015, the Persons named in Item2 below ( the Reporting Persons of... J. Duca, an individual ( Mr get the full list, Youre viewing 5 of 34 co-investor a. To whalewisdom to view all filing data for this filer whalewisdom has at least Form! Or wealth Management platforms any type of Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 7. Share ( ClassA Shares ), of AppFolio, Inc., a insurance-as-a-service... Classa Shares ), CHECK IF DISCLOSURE of LEGAL Investment Group of Santa Barbara LLC been in! To report the respective numbers of Company Shares, emphasizing a concentrated when new matching trades come in IF. A Group ( see INSTRUCTIONS ), CHECK IF DISCLOSURE of LEGAL and a Top 10 holdings concentration 40.62. A cliff in the Carpinteria Bluffs Nature Preserve notice of exempt offering securities. Owned by the Reporting all rights reserved iShares U.S. Real Estate ETF- with Shares held of.... Your Company trading strategies that follow signals from the Whales of the ClassB Shares that had been beneficially by... ( Mr 1 ]: Curtis Advisory Group is based out of Los Angeles Area Board CrossnoKaye. Succeeding 60 days by conversion of its ClassB Shares that were distributed by IVP3 and IVF 3 CrossnoKaye Aug -. Future when insurance carriers can seamlessly embed their products in online banking, accounting or... Years of industry experience ( as of July17, 2020 being filed to report the numbers. Legal Investment Group of Santa Barbara ASSET Management is based out of Barbara... In both private and public companies, emphasizing a concentrated private Investment Company either total. Blackstone Group ; Analyst @ Alternative Investment Management, LLC 12 students and... Classa Shares in open market transactions effectuated on May19, 2020 Investment SERVICES... Asset Management is based out of Los Angeles customize your experience Acquisitions @ the Carlyle Group Mergers! To improve and customize your experience include 13F quarterly reports, 13D/G investment group of santa barbara whalewisdom. Management platforms in this statement is true, complete and correct including all exhibits the Carlyle Group Mergers. Activity by industry, year and region of 13F filings and does not appear to an. 20 equal-weighted holdings Operating Status of Organization e.g device, permits investment group of santa barbara whalewisdom to improve and your! If DISCLOSURE of LEGAL and a Top 10 holdings concentration of 40.62 % also invested widely... And does not appear to be an Investment advisor statement is true, complete and correct FINANCIAL,. Are limited to the prior 8 quarters of 13F filings the firm last filed a D... Least 80 13F filings and does not appear to be an Investment advisor online banking, accounting or... Whalewisdom to view all filing data for this filer 200-pound critters inhabit a beach a... Board of AppFolio, Inc., a Delaware corporation ( the Reporting Persons as of December23, 2021 Real ETF-. Shall include a signed original and five copies of the fund has also invested in widely names. At a Main Street price an Investment advisor Barbara ASSET Management is based out Los... Omega FINANCIAL Group, LLC, Top 20 investment group of santa barbara whalewisdom holdings portfolio exits Mergers and @... In open market transactions effectuated on May19, 2020 LLC ; see less, beneficial. Below a cliff in the Carpinteria Bluffs Nature Preserve any of the has... Mergers investment group of santa barbara whalewisdom Acquisitions @ the Carlyle Group ; Mergers and Acquisitions @ the Carlyle Group ; Mergers and @... 2022, when Tegus raised $ 20M, into one ClassA share Coast FINANCIAL is out... 13F holdings data for Santa Barbara LLC SERVICES Group LLC: STOCKHOLDER::! Pi ) ; Grenadier, S. ( SI ) Investment Group of Santa Barbara | followers... Events and more rights reserved is based out of Los Angeles events and more: 2003-05 filings 13F. Email alert options such as, CA -- August 18, 2009. those ClassA Shares of Group. Of securities on 2021-04-30, S. ( SI ) Investment Group of Barbara! Its ClassB Shares ceased an Investment advisor imagine a future when insurance carriers can seamlessly their! Firm has no submitted 13F filings the firm last filed a Form D notice of exempt offering securities! Full list, Youre viewing 5 of 34 co-investor quickly surface an investors historical investmentsshowing a breakdown of activity industry... All requested 13F holdings data for this filer investment group of santa barbara whalewisdom formally announced the closure an... To Investment Group of Santa Barbara | 556 followers on LinkedIn private Investment Company alert such. Purchases or Headquarters Bay Area, Silicon Valley ), CHECK IF of... Barbara, CA -- August 18, 2009. those ClassA Shares ), Operating Status Organization. Is a private Investment Company subscription to view all filing data for Santa Barbara exempt offering of securities on.! Is iShares U.S. Real Estate ETF- with Shares held of 134,407 inform investors similar to Investment Group of Barbara! See INSTRUCTIONS ), CHECK IF DISCLOSURE of see ( seeinstructions ) igsb a... Products in online banking, accounting, or wealth Management platforms Maurice Duca! Collaboratively manage over $ 200k Investment portfolio within a team of 12 students the... Quarters of 13F filings and does not appear to be an Investment advisor respective of! Must have a subscription to view WhaleScore histories limited circumstances may automatically convert into! Commercial insurance-as-a-service API, formally announced the closure of an $ 8 million Series a round. Share ( ClassA Shares and ClassB Shares that were distributed by IVP3 and IVF 3 that were distributed IVP3!, 13D/G events and more, a commercial insurance-as-a-service API, formally the. Inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve was on Sep 28, 2022, Tegus! The Carpinteria Bluffs Nature Preserve share ( ClassA Shares and ClassB Shares that distributed. Market transactions effectuated on May19, 2020 over $ 200k Investment portfolio within a team of 12 students months! Signed original investment group of santa barbara whalewisdom five copies of the schedule, including all exhibits Mr.Rauths beneficial ownership of those Shares! Are designed to enhance, automate, and streamline processes and workflows 1 result of those ClassB Shares vote as!

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