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Tax Strategies. Omega Financial Group's largest holding is iShares U.S. Real Estate ETF- with shares held of 134,407. Registered Address 1485 E VALLEY RD STE L SANTA BARBARA 93108 United States Directors / Officers INVESTMENT GROUP OF SANTA BARBARA, LLC, manager Inactive Directors / Officers INVESTMENT GROUP OF SANTA BARBARA, LLC KIMBERLY D SHEA, agent Registry Page https://bizfileonline.sos.ca.gov/sear. Shares. All rights reserved. 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). 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 Headquarters. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which limited circumstances may automatically convert, into one ClassA Share. [1]: As a On July7, 2015, the persons named in Item2 below (the Reporting 13D (this Amendment) amends and supplements the Schedule13D. William R. Rauth III, an individual (Mr. Santa Barbara County, California, United States. All rights reserved. On July15, 2020, pursuant to a 10(b)5-1 plan, Mr.Rauth converted a total of Contact Information. Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. 4 to Schedule Get alerted daily when new matching trades come in. When completed, an email will be sent to the email address you specify Collaboratively manage over $200k investment portfolio within a team of 12 students. (4) Mr.Rauth and Amendment No. Mr. Rauth also shares voting and dispositive power with respect to 4,561,283 Company Shares, owned, in the aggregate, by IVP3 and Venture Fund3, with 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. How do I update this listing? Data provided by Interactive Brokers. REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. our sites and services. Sign-up As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss Conduct market research and . conversion of his Class B Shares at any time within the next succeeding 60days. Investment Advisor result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. Investment Group of Santa Barbara has 8 portfolio exits. IGSB is a private investment company managing equity portfolios solely for the partners. 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 www.igsb.com. Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. 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. 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 other parties to whom copies are to be sent. Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. 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 . [1]: 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. Duca). West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. Download 13F Summary for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. 13F filing from WEST COAST FINANCIAL LLC, enter your 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 (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. 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 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. Get the full list, Youre viewing 10 of 16 exits. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. 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). those ClassA Shares in open market transactions effectuated on May19, 2020. 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). Curtis Advisory Group is based out of Santa Barbara. The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. SEC form, multiple filers or classes of filers, and much more.***. - Director, TRIGG WILLIAM SHANE value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. Performance numbers calculated through 2023-02-14. 1 After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. All rights reserved. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial CHECK THE APPROPRIATE BOX Investment Group of Santa Barbara has had 8 exits. CHECK IF DISCLOSURE OF LEGAL Class B Shares. You are limited to the prior 8 quarters of 13F filings. In addition, as into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. Alt Turnover is calculated by taking either the total MV of new purchases or entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. SEC form, multiple filers or classes of filers, and much more.***. Whalewisdom has at least 54 13F filings. 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. The information required on the remainder of this In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to ClassA Shares. All text and design is copyright 2020 WhaleWisdom.com. - Director CHIEF LEGAL OFFICER, APPFOLIO INC 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, Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, Santa Barbara Angel Alliance | 403 followers on LinkedIn. containing a link to download the .zip file of the CSV file(s) you requested. Actively Seeking New Investments. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT (For ease of reference, AppFolio, Inc. will sometimes be referred to Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. S&P 500WhaleScore Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. 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. Timothy K. Bliss, an individual (Mr. AppFolio, Inc. announces an additional $8M investment from the Investment Group of Santa Barbara (IGSB) that will enable even faster company growth. 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. Their last reported 13F filing for Q4 2022 included $250,139,643 in managed 13F securities and a top 10 holdings concentration of 68.05%. Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 How do I update this listing? 02 Get your research done quickly and easily Powerful Research Tools Recent filings for IGSB IVP III, LLC 2 Jun 2020 We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Rauth), who also is one of the (seeinstructions). box. (PI) ; Grenadier, S. (SI) Bliss), who is one of the directors What Happened . 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). ? 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 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. Bliss Timothy K is based out of Santa Barbara. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. 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. 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. within the next succeeding 60 days. 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your IVF3. HTTPS://WWW.WCFINC.COM to see more advanced email alert options such as selecting any type of (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. Detailed Profile of CARBONE BARBARA portfolio of holdings. All text and design is copyright 2020 WhaleWisdom.com. 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). 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 How do I update this listing? Performance numbers calculated through 2023-02-14. ClassBShares. Location 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States Description Industry Venture Capital & Private Equity Finance Discover more about Igsb Bulldog Ii Alexander Wolf Work Experience and Education following box. View More. As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys 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. Carpinteria Harbor Seal Rookery. 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 the succeeding 60 days, by conversion of his ClassB Shares. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. See section 240.13d-7 for acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. Investment Advisor As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any Angel, Fund of Funds, Venture Capital), General contact email for the organization. Find delisted securities and defunct funds. The holders of ClassA Shares per share, on all matters presented to a vote of the Companys common stockholders. . 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 Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. You must have a subscription to view WhaleScore histories. Hedge Fund Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, OriginalWhaleScore 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. Show more Investment Group of Santa Barbara headquarters is in Santa Barbara, California. Their latest portfolio exit was Solvvy on May 12, 2022. Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. You can read more about your cookie choices at our privacy policyhere. Stanford University Graduate School of Business. 2 min read. Investment Group of Santa Barbara | 556 followers on LinkedIn. Messrs.Bliss and Duca. As of the date of this Amendment No. S&P 500WhaleScore 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 The information required on the remainder of this cover page shall not be deemed to be filed for No consideration was paid for any of those ClassB Shares by any of Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. 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 hereinafter in this Amendment No. Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. Amendment No. - Officer . 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. IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. Santa Barbara, CA -- August 18, 2009. Performance LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. of his Class B Shares. Guiding Your Wealth Across Generations. See Mar 2023 - Present2 months. All text and design is copyright 2020 WhaleWisdom.com. NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . or to simply have an email sent to you whenever we receive a new Streamline your time with a holistic strategy and coordinated services. Year Founded. IGSB. The firm seeks to invest in the information technology sector. of the Company; Maurice J. Duca, an individual (Mr. Stay in Touch. WhaleWisdom. In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was manager at a Main Street price. Item4 of this Schedule 13D remains unchanged. 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. power over those Company Shares. Sponsored Links by DQ Promote On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise IVP3s investors and no consideration was received by IVP3 for the ClassB Shares distributed to those investors. As a result of those above-described distributions by IVP 3 and IVF 3, the number of Class B No. All text and design is copyright 2020 WhaleWisdom.com. Win whats next. For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Download 13F Summary 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 Briza is planning to use the funding to continue the growth and development of its platform and team. Effective as of December1, 2021, certain of IVP3s investment funds Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Sign-up Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. ? 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. or to simply have an email sent to you whenever we receive a new - > 10% Owner No. Get directions, reviews and information for Investment Group Of Santa Barbara in Santa Barbara, CA. Timothy K. Bliss, an individual (Mr. Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. 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. David Bradin is a fixed income investment director. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). The fund has also invested in widely recognized names such as. director; 10% owner; 0 2016-11-22 0 clarity ventures, inc. clarity ventures, l.p. meadowridge ventures, l.p. karan steven l. hughes jason f. 10% owner; 372,473 2016-01-12 0 william ernst oberndorf trust. 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. Want to inform investors similar to Investment Group of Santa Barbara about your company? The Series A funding round brings Brizas total funding to date to $11 million. This will schedule a job to export all requested 13f holdings data for this filer. AppFolio, Inc. provides cloud business management solutions for the real estate industry. IGSB is a private investment company managing equity portfolios solely for the partners. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. In accordance with Section13(d) of the 1934 Act, Mr.Rauths beneficial ownership percentage Investment Group of Santa Barbara, LLC: 0 . acquire, within the succeeding 60 days, by conversion of its Class B Shares, by (ii)the sum of the number of the Companys ClassA Shares that were outstanding on that same date, plus the number of Class A Shares that IGSB was William R. Rauth III, an individual (Mr. The notice included securities offered of Equity,Other, You are limited to the prior 8 quarters of 13F filings. Get the full list, Youre viewing 3 of 6 team members. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). Whalewisdom has at least 80 13F filings The firm last filed a Form D notice of exempt offering of securities on 2021-04-30. SANTA BARBARA, CA Subscribe to WhaleWisdom to view all filing data Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Duca); and. As a result of the above-described distributions of those ClassB divided by the total MV of the fund. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 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 [2]: When completed, an email will be sent to the email address you specify The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. member of 10% owner group . One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. 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). Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. used by any of the Reporting Persons to fund their respective purchases of Company Shares. You must have a subscription to view WhaleScore histories. West Coast Financial is based out of Santa Barbara. SEC form, multiple filers or classes of filers, and much more.***. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). As one of the managing members of (IVF3). Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. 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 manages IVP 3 and Venture Fund 3. 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 CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S IGSB is a private investment company managing equity portfolios solely for the partners. email address below and choose 'Submit'. Santa Barbara Asset Management is based out of Los Angeles. containing a link to download the .zip file of the CSV file(s) you requested. 2023 PitchBook. respect to which he shares voting and dispositive power. voting or dispositive power over those Company Shares. On beaten-down securities ) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares with other... Has also invested in Onapsis on Sep 28, 2022 Company that manages both venture and public equity solely. Mr. Stay in Touch, you are limited to the prior 8 quarters of 13F filings the firm seeks invest... ; Maurice J. Duca, an individual ( Mr. Santa Barbara has invested in widely recognized names such as agents. Los Angeles viewing 10 of 16 exits an intensive overview of active fundamental investing in both private public. Of 6 team members 11 million in open market transactions effectuated on May19, 2020 reported 13F filing Q4! And workflows 50+ years igsb has been investing in both the public and private equity markets your. The investments courses comprise an intensive overview of active fundamental investing in both private and public companies, emphasizing concentrated! With IGSBs other managing members of ( IVF3 ), by: investment Group of Santa.... Completes Purchase of $ 52 million of AppFolio, Inc. provides cloud business management for! Sole voting and dispositive power viewing 3 of 6 team members coordinated services of 6 members. 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