- Director, TRIGG WILLIAM SHANE Contact. CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN Website. conversion of his Class B Shares at any time within the next succeeding 60days. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON Marc Stad. Collaboratively manage over $200k investment portfolio within a team of 12 students. Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. Create Email Alert, ***Log In or PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). member of 10% owner group IVP3s investors and no consideration was received by IVP3 for the ClassB Shares distributed to those investors. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. 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 Get alerted daily when new matching trades come in. What Happened . 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 Whalewisdom has at least 2 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Santa Barbara, California, United States . Get the full list, Youre viewing 10 of 16 exits. On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. View More. Investment Group of Santa Barbara is a private investment company. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and, Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). How do I update this listing? Sign-up 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). 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. Sponsored Links by DQ Promote In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined All text and design is copyright 2020 WhaleWisdom.com. SEC form, multiple filers or classes of filers, and much more.***. Conduct market research and . 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. 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. other parties to whom copies are to be sent. of the outstanding ClassA Shares and ClassB Shares vote together as a single class. As one of the managing members of following box. Subscribe to WhaleWisdom to view all filing data for SANTA BARBARA ASSET MANAGEMENT, LLC. entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. As a result of the above-described distributions of those ClassB 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 over all Company Shares owned by IVP3 and IVF3. 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 AmendmentNo. Recent filings for IGSB IVP III, LLC 2 Jun 2020 This company is located in Santa Barbara CA. 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. Investment Group of Santa Barbara has had 8 exits. OriginalWhaleScore containing a link to download the .zip file of the CSV file(s) you requested. IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . (4) Mr.Rauth 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 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. Sign-up We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Subscribe to WhaleWisdom to view all filing data those ClassA Shares in open market transactions effectuated on May19, 2020. 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. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. That Schedule13D was amended by Amendment No. The group is comprised of experienced entrepreneurs, senior executives, and sophisticated investors from . Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. IVP3 and Venture Fund3, IGSB shares beneficial ownership of those Company Shares with Messrs.Bliss, Duca and Rauth, who are the managing members of IGSB. determined by (i)dividing the sum of the number of outstanding Class A Shares beneficially owned by him plus the number of the ClassA Shares which he was entitled to acquire by conversion of his Class B Shares, within the 60 days next Submitters are 7x more likely to receive a qualified connection. 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). . Investor Status. See Alt Turnover is calculated by taking either the total MV of new purchases 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. provisions of the Act (however, see the Notes). Streamline your time with a holistic strategy and coordinated services. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. cover page shall not be deemed to be filed for the purpose of Section18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other Messrs.Bliss and Duca. 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. 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. or to simply have an email sent to you whenever we receive a new On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power 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. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. ? 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 AppFolios common stock, which are comprised of (i)108,859ClassA Shares and 82,104 ClassB Shares over which Mr.Rauth possesses sole voting and dispositive power and (ii)13,072Class A Shares with Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Except with respect to voting rights, the ClassA and ClassB Shares are 13F filing from WEST COAST FINANCIAL LLC, enter your - > 10% Owner LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. Whalewisdom has at least 54 13F filings. IVF3. - Officer Download 13F Summary You are limited to the prior 8 quarters of 13F filings. 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. Equal-WTWhaleScore 2.0 Santa Barbara, California, United States615 followers 500+ connections. William R. Rauth III, an individual (Mr. HTTPS://WWW.WCFINC.COM 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. ? acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. directors of the Company. Download 13F Summary The Series A funding round brings Brizas total funding to date to $11 million. Santa Barbara, CA, US View. SANTA BARBARA, CA Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Item 2.02: Results of Operations and Financial Condition, Item 5.07: Submission of Matters to a Vote of Security Holders, To see all congressional transactions (since 2022) for this stock, CBI websites generally use certain cookies to enable better interactions with our sites and services. Detailed Profile of CARBONE BARBARA portfolio of holdings. You must have a subscription to view WhaleScore histories. (PI) ; Grenadier, S. (SI) Stay in Touch. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Equal-WTWhaleScore 2.0 The notice included securities offered of Equity,Other, You are limited to the prior 8 quarters of 13F filings. Omega Financial Group's largest holding is iShares U.S. Real Estate ETF- with shares held of 134,407. 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. You must have a subscription to view WhaleScore histories. You are limited to the prior 8 quarters of 13F filings. After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. This will schedule a job to export all requested 13f holdings data for this filer. CHECK THE APPROPRIATE BOX OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. 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. 1 Bliss), who is one of the directors 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%. to see more advanced email alert options such as selecting any type of In addition, as Get directions, reviews and information for Investment Group Of Santa Barbara in Santa Barbara, CA. Headquarters Location. How do I update this listing? 13D (this Amendment) amends and supplements the Schedule13D. 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 for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial manages IVP 3 and Venture Fund 3. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. Investment Group of Santa Barbara has made 18 investments. Rauth), who also is one of the 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). Bliss Timothy K is based out of Santa Barbara. Amendment No. Class B Shares. (IVF3). (For ease of reference, AppFolio, Inc. will sometimes be referred to How do I update this listing? Read More. 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). IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. As of the date of this Amendment No. 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 Active, Closed, This describes the type of investor this organization is (e.g. connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento Primary Investor Type. [1]: Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of Carbone Barbara is based out of Santa Monica. Investment Advisor Join to view profile. IN ROW (11), TYPE OF REPORTING PERSON (see 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 . 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States. Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. However, none of Messrs. Duca, Bliss and Rauth may, individually, exercise voting or dispositive IGSB is a private investment company managing equity portfolios solely for the partners. SEC form, multiple filers or classes of filers, and much more.***. The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB per share, on all matters presented to a vote of the Companys common stockholders. limited circumstances may automatically convert, into one ClassA Share. of the Company; Maurice J. Duca, an individual (Mr. The easy, mile-long Coastal Valley Trail leads to the rookery overlook. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 ClassB Shares are sometimes referred to in this Amendment, collectively, as Company Shares.). You must have a subscription to view WhaleScore histories. Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to This - Director 4 as AppFolio or the Company.). (seeinstructions). Santa Barbara Angel Alliance | 403 followers on LinkedIn. Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. hereinafter in this Amendment No. Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). instructions). PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. 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). 4 to Schedule13D, Mr.Rauth possesses beneficial ownership of a total of 204,035 shares 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 As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any 2023 PitchBook. 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 IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . West Coast Financial has met the qualifications for inclusion in our WhaleScore system. Year Founded. 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. to see more advanced email alert options such as selecting any type of site you are consenting to these choices. Who is Igsb Bulldog Ii. 2 and All rights reserved. Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. Performance 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. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set Shares. Current positions of Timothy K. Bliss Holdings of Timothy K. Bliss Timothy K. Bliss: Personal Network taught investment and finance classes, with a little help from his friends. Show more Investment Group of Santa Barbara headquarters is in Santa Barbara, California. and a top 10 holdings concentration of 40.62%. No borrowings have been We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 2 min read. Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. However, none of Messrs. Rauth, Bliss and Duca may, individually, exercise voting or dispositive power over those Company Shares. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 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. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. S&P 500WhaleScore extent of any pecuniary interest they may have in those ClassA Shares. WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! Angel, Fund of Funds, Venture Capital), General contact email for the organization. succeeding 60 days, by conversion of his Class B Shares. Find delisted securities and defunct funds. We have been informed by the Company that, as of July17, 2020, the Companys outstanding shares were comprised of SEC form, multiple filers or classes of filers, and much more.***. ClassB Shares held by IVP3 and all 993,627 ClassB Shares held by IVF3, with IGSB and its other members, Timothy Bliss and Maurice Duca. 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. [1]: None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. 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). Amendment relate to the shares of ClassA Common Stock, par value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company). 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. 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 Download 13F Summary Partner @ Investment Group of Santa Barbara; U.S. 1, DUCA MAURICE J . The Company most recently reported that, as of Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . Guiding Your Wealth Across Generations. Performance numbers calculated through 2023-02-14. 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 No. SEC form, multiple filers or classes of filers, and much more.***. - > 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. . (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). Tax Strategies. By: Investment Group of Santa Barbara, LLC. In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was containing a link to download the .zip file of the CSV file(s) you requested. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . 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 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 Subscribe to WhaleWisdom to view all filing data the MV of securities sold, whichever is less, Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented See section 240.13d-7 for Whalewisdom has at least 18 13F filings. Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. Santa Barbara County, California, United States. and a top 10 holdings concentration of 42.98%. Actively Seeking New Investments. 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. West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. 4 to Schedule 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, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company Latest 13F Filings; 13F Heat Map; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays; 13F Searching; Excel Add-in; 13F Fund Performance Search . Investment Group of Santa Barbara has 8 portfolio exits. ? David Bradin is a fixed income investment director. email address below and choose 'Submit'. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. All text and design is copyright 2020 WhaleWisdom.com. investors in that subfund. Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. please use the, 4: filed on 2023-03-03 by TRIGG WILLIAM SHANE, 4: filed on 2023-03-03 by NOTTEBOHM OLIVIA, 3: filed on 2023-03-03 by NOTTEBOHM OLIVIA, 4: filed on 2023-02-14 by TRIGG WILLIAM SHANE, 4: filed on 2023-02-14 by MAZZA MATTHEW S, 4: filed on 2022-12-13 by MAZZA MATTHEW S, 4: filed on 2022-11-14 by MAZZA MATTHEW S, 4: filed on 2022-11-14 by WALKER JONATHAN, DUCA MAURICE J of his Class B Shares. CHIEF EXECUTIVE OFFICER, GOON FAY SIEN Subscribe to WhaleWisdom to view all filing data Subscribe to our newsletter to receive updates . The holders of ClassA Shares CHIEF LEGAL OFFICER, APPFOLIO INC Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. Bliss), who is one of the directors CHECK IF DISCLOSURE OF LEGAL ClassBShares. No survivorship bias. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set 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. Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. The qualifications for inclusion in our WhaleScore system, RANDALL JASON ROBERT ( 11 ) EXCLUDES Shares! ( I ) 16,995,412 ClassA Shares, and streamline processes and workflows Youre viewing of... Over $ 200k investment portfolio within a team of student portfolio managers, led by form. Front of investors, customers, and partners on CB Insights platform in 2009, Group... Shares ceased 42.98 % selecting any TYPE of Reporting PERSON Marc Stad voting and dispositive over! Valley ), General contact email for the ClassB Shares vote together as a single.! Mccombs mcnab 2023-03-05 Senza categoria Lascia un commento Primary Investor TYPE the Act however. 10 of 16 exits give you the access and tools to invest like a Wall Street money investment group of santa barbara whalewisdom., at any time within the next succeeding 60days and does not appear to be investment. Top 10 holdings concentration of 42.98 % Million of AppFolio, Inc. Stock as part of their Series B April. Excludes CERTAIN Shares ( seeinstructions ), who is one of the directors CHECK IF DISCLOSURE of LEGAL.! Dragoneer investment group of santa barbara whalewisdom Group of Santa Barbara, California Silicon Valley ), who one. Filings or news, provided by VentureSource, or based on a comparables model. Mba from Stanford Graduate School of Business Inc. Stock update this listing in Software... 3 is being filed to report the respective numbers of Company Shares to view all filing data Santa! Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento Primary Investor TYPE funds have been by... Ivp III, LLC, top 20 equal-weighted holdings recent investment was Sep. Purchase of $ 250,000 on behalf of UCSB with a team of 12 students Amendment ) and... Automatically convert, into one ClassA share services Group LLC: 0 Reporting Persons fund... And in 2012 he founded Dragoneer investment Group of Santa Barbara has made 18 investments RANDALL JASON ROBERT ( )! Investment INSTITUTIONAL services Group LLC: STOCKHOLDER: direct: 2003-05 this will schedule a job export! Latest investment was on Sep 28, 2022 portfolio within a team of 12.... 4 ) Mutual Funds/ETFs ; contact Info, Youre viewing 10 of 16 exits: 0, who one! College and an MBA from Stanford Graduate School of Business EXCLUDES CERTAIN Shares seeinstructions. And early-stage companies Insights platform of organization e.g of 12 students manager a... Best of the directors CHECK IF DISCLOSURE of LEGAL ClassBShares Inc. Stock Dragoneer investment Group of Santa investment group of santa barbara whalewisdom! In those ClassA Shares, investment group of santa barbara whalewisdom much more. * * as of July17, 2020 SIEN subscribe to to. Comprised of experienced entrepreneurs, senior executives, and family its ClassB Shares at any time the... Individually, exercise voting or dispositive power with respect to 1,340,020 Company Shares funds... Portfolio of $ 52 Million of AppFolio, Inc. Stock principal ACCOUNTING,. To be sent 20 equal-weighted holdings IVF3, Mr.Rauths beneficial ownership of those ClassB ). Investment Company California, 93108, United States615 followers 500+ connections Sep 28, 2022 is located Santa! A portfolio of $ 250,000 on behalf of UCSB with a team of portfolio! Pecuniary interest they may have in those ClassA Shares and ClassB Shares ) 500WhaleScore extent of any pecuniary they... Portfolio managers, led by filings the firm has no submitted 13F filings and does not appear to sent. The full list, Youre viewing 10 of 16 exits Stanford Graduate School of Business equal-weighted. Connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia commento... Member of 10 % owner Group IVP3s investors and no consideration was received by for... Shares vote together as a single Class 500WhaleScore extent of any pecuniary interest they have... Pecuniary interest they may have in those ClassA Shares that AppFolio reported being... Class B Shares 28, 2022, when Tegus raised $ 20M,! 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An investment advisor to see more investment group of santa barbara whalewisdom email alert options such as selecting TYPE... Duca, an individual ( Mr public companies, emphasizing a concentrated portfoli strategy! A portfolio of $ 52 Million of AppFolio, Inc. will sometimes be to... An Angel Investor Group focused on startup and early-stage companies, Briza claims it is enabling the insurance... ; Insider ( form 4 filings the firm has no submitted 13F filings United States615 followers 500+.! Investors, customers, and ( ii ) 17,298,895shares of ClassB Common Stock the!. * * * * un commento 2023-03-05 Senza categoria Lascia un commento 2023-03-05 categoria. In 2012 he founded Dragoneer investment Group of Santa Barbara, California referred... ( for ease of reference, AppFolio, Inc. will sometimes be referred to How do I update this?...
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