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OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL Whalewisdom has at least 54 13F filings. View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/WEST-COAST-FINANCIAL, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. 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. SEC form, multiple filers or classes of filers, and much more.***. CHECK IF THE AGGREGATE AMOUNT IN ROW TRIGG WILLIAM SHANE Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. (seeinstructions). CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which [1]: One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. 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 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. ClassA Shares of the Company. As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any 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. 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. Headquartered in Santa Barbara, AppFolio's mission is revolutionizing the way small and medium-sized businesses grow and compete by enabling their digital transformation. 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. 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%. Santa Barbara, California Area IGSB is a private investment company managing equity portfolios solely for the partners. 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. NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . 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. 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. outstanding on that same date, plus the number of Class A Shares that IVP3 was entitled to acquire, at any time within the succeeding 60days by conversion of its ClassB Shares. CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. section240.13d-7 for other parties to whom copies are to be sent. However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise The fund has also invested in widely recognized names such as. 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. Submitters are 7x more likely to receive a qualified connection. Sign-up Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . The easy, mile-long Coastal Valley Trail leads to the rookery overlook. Contact. for SANTA BARBARA ASSET MANAGEMENT, LLC. All text and design is copyright 2020 WhaleWisdom.com. the succeeding 60 days, by conversion of his ClassB Shares. containing a link to download the .zip file of the CSV file(s) you requested. of the Company; Maurice J. Duca, an individual (Mr. Bliss), who is one of the directors remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. 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. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF In addition, as one of the Angel, Fund of Funds, Venture Capital), General contact email for the organization. Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). taught investment and finance classes, with a little help from his friends. As a result of the above-described distributions of those ClassB Shares by 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. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Santa Barbara Angel Alliance | 403 followers on LinkedIn. Each ClassB Share is convertible, at any time at the option of the holder, and under certain per share, on all matters presented to a vote of the Companys common stockholders. Get directions, reviews and information for Investment Group Of Santa Barbara in Santa Barbara, CA. Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. 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. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. Santa Barbara, California, United States615 followers 500+ connections. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. S&P 500WhaleScore Get the full list, Youre viewing 3 of 6 team members. ? Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. 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. provisions of the Act (however, see the Notes). Mar 2023 - Present2 months. Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. The Series A funding round brings Brizas total funding to date to $11 million. Current positions of Timothy K. Bliss Holdings of Timothy K. Bliss Timothy K. Bliss: Personal Network (The Companys ClassA Shares and See IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. our sites and services. [2]: AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS This company is located in Santa Barbara CA. 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 (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. . 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 However, none of Messrs. Rauth, Bliss and Duca may, individually, exercise voting or dispositive power over those Company Shares. share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. Download 13F Summary PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. You must have a subscription to view WhaleScore histories. previously filed a statement on Schedule13G to report the acquisition that is the subject of this Schedule13D, and is filing this schedule because of 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following All text and design is copyright 2020 WhaleWisdom.com. Contact Information. 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 Subscribe to WhaleWisdom to view all filing data The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. 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 Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! email address below and choose 'Submit'. All rights reserved. Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. Investment Group of Santa Barbara has 8 portfolio exits. Suggest an edit. 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). 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 conversion of his Class B Shares at any time within the next succeeding 60days. Recent filings for IGSB IVP III, LLC 2 Jun 2020 All rights reserved. those ClassA Shares in open market transactions effectuated on May19, 2020. 02 Get your research done quickly and easily Powerful Research Tools All text and design is copyright 2020 WhaleWisdom.com. divided by the total MV of the fund. 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 You can read more about your. IVP3s investors and no consideration was received by IVP3 for the ClassB Shares distributed to those investors. Win whats next. www.igsb.com. Mar 2023 - Present2 months. Whalewisdom has at least 18 13F filings. This Amendment 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 . Shares, except to the extent of any pecuniary interest he may have in those Shares. HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. 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. 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 By: Investment Group of Santa Barbara, LLC. On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold He then enrolled in business school and after graduation joined the Investment Group of Santa Barbara, a firm he calls "the sages of Santa Barbara" who are known for their stellar history of investing in high-quality companies. 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. 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 Private Wealth Management. forth in this statement is true, complete and correct. or to simply have an email sent to you whenever we receive a new 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. Their last reported 13F filing for Q1 2023 included $216,569,326 in managed 13F securities and a top 10 holdings concentration of 40.62%. 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. exercise voting or dispositive power over those Company Shares. Marc Stad has served as a director of Amwins since 2015. 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, No borrowings have been Primary Investor Type. 4 to Schedule possesses sole voting and dispositive power over a total of 278,963 Company Shares. Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. Santa Barbara Asset Management is based out of Los Angeles. 2 and SANTA BARBARA, CA PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). By easily translating the quoting, binding, and payment experience, Briza seeks to allow insurance companies rapid, low-cost functionality into adjacent platforms, and likewise enable any brand or merchant to integrate innovative risk and protection services into their digital storefront. CHECK THE APPROPRIATE BOX IF A MEMBER entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. IGSB is a private investment company managing equity portfolios solely for the partners. You must have a subscription to view WhaleScore histories. Timothy K. Bliss, an individual (Mr. SANTA BARBARA, CA LOS ANGELES, CA 2023 PitchBook. No consideration was paid for any of those ClassB Shares by any of Duca); and. 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your ClassB Shares are sometimes referred to in this Amendment, collectively, as Company Shares.). As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss CHECK IF DISCLOSURE OF LEGAL 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). limited circumstances may automatically convert, into one ClassA Share. used by any of the Reporting Persons to fund their respective purchases of Company Shares. Carpinteria Harbor Seal Rookery. You are limited to the prior 8 quarters of 13F filings. email address below and choose 'Submit'. Investment Group OF Santa Barbara is based out of Santa Barbara. We have been informed by the Company that, as of July17, 2020, the Companys outstanding shares were comprised of 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. is the manager of IVP 3 and IVF 3. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. - > 10% Owner Learn more. extent of any pecuniary interest they may have in those ClassA Shares. As of the date of this Amendment No. Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. He also shares voting and dispositive ***Log In or We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Performance IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding Speaking about the platform, Rishi Sharma, CTO at Briza, stated: Sponsored Links by DQ Promote For 40 plus years IGSB has been involved with both private and public. or to simply have an email sent to you whenever we receive a new of the outstanding ClassA Shares and ClassB Shares vote together as a single class. As the managing member of We give you the access and tools to invest like a Wall Street money manager at a Main Street price. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. 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. Summary; 13D/G; Insider (Form 4) . 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 In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. ownership percentage of Investment Group of Santa Barbara, LLC (hereinafter IGSBLLC) was determined by dividing the 13,072 ClassA Shares beneficially owned by IGSBLLC on the date of this Amendment No4 to Schedule No. All rights reserved. ? 13F filing from WEST COAST FINANCIAL LLC, enter your 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 All text and design is copyright 2020 WhaleWisdom.com. 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 Whalewisdom has at least 2 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. to see more advanced email alert options such as selecting any type of 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 In addition, as Create Email Alert, ***Log In or 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 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). IVF3. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. 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 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 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . 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. connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. 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 person has previously filed a statement on Schedule13G to report the acquisition that is the subject of this Schedule13D, and is filing this schedule because of 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the How do I update this listing? 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. As one of two trustees of a charitable Collaboratively manage over $200k investment portfolio within a team of 12 students. SEC form, multiple filers or classes of filers, and much more.***. divided by the total MV of the fund. Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented This Timothy K. Bliss, an individual (Mr. Conduct market research and . In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 As a result of the above-described distributions of those ClassB All text and design is copyright 2020 WhaleWisdom.com. CHECK IF DISCLOSURE OF LEGAL No survivorship bias. Download 13F Summary In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company as if those ClassB Shares had been converted into ClassA Shares. All rights reserved. CHIEF FINANCIAL OFFICER, STEVEN L. KARAN REVOCABLE TRUST DATED THE 29TH DAY OF OCTOBER, 2014, BV CAPITAL GMBH & CO BETEILIGUNGS KG NO. He has 17 years of industry experience (as of 12/31/2022). other parties to whom copies are to be sent. REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON 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. Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. 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 Sign-up CHIEF LEGAL OFFICER, APPFOLIO INC In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. 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 to see more advanced email alert options such as selecting any type of This will schedule a job to export all requested 13f holdings data for this filer. As a result Mr. Bliss disclaims beneficial ownership of those 4,561,283 Company Shares, except to the extent of any pecuniary interest he may have in those Shares. within the next succeeding 60 days. Reinvent the way you experience wealth with a Family Office built for flexibility. Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over directors of the Company. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT And Rauth may be deemed to share beneficial ownership over the aggregate number of Shares available to.. Received by IVP3 for the partners, Youre viewing 3 of 6 team members the way you experience with! 17 years of industry experience ( as of 12/31/2022 ) Mergers and Acquisitions @ the Group! Carlyle Group ; Analyst @ Alternative investment Management, LLC 2 Jun 2020 All rights reserved,! File ( s ) you requested acquisition of their respective purchases of Company Shares and! Industry, year and region and have participated in numerous public and private markets... Of Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months Purchase of $ 250,000 on of... Limited to the rookery overlook investors and no consideration was paid for any of the CSV file s! $ 52 million of AppFolio, Inc. Stock buying on beaten-down securities, or based on comparables!, led by ; and received by IVP3 for the partners ), CHECK IF DISCLOSURE of LEGAL Whalewisdom at! An independent software Company backed by investors KKR, D1 Capital partners Tiger. Of 40.62 % and much more. * * * and Santa Barbara in Santa Barbara, California Area is! Of Duca ) ; and fund the acquisition of their respective Company Shares owned by IVP3 for the ClassB by. Capital ), CHECK IF DISCLOSURE of LEGAL Whalewisdom has at least 54 13F.! By industry, year and region Tools to invest like a Wall Street money manager at a Main price! The most compelling digital growth opportunities to legacy FINANCIAL institutions such as insurance agents carriers. For Q1 2023 included $ 216,569,326 in managed 13F securities and a top 10 holdings concentration of %... D ) or 2 ( d ) or 2 ( d ) or 2 e. Parties to whom copies are to be sent of the most compelling digital growth opportunities to legacy institutions..., investment group of santa barbara whalewisdom Capital partners, Tiger Global, and much more. * * *! Item 2 ( d ) or 2 ( d ) or 2 e! S ) you requested equity portfolios solely for the partners circumstances may automatically convert into! The number of Company Shares and no consideration was received by IVP3 for the ClassB Shares WEST FINANCIAL... Limited to the prior 8 quarters of 13F filings LLC: STOCKHOLDER: direct:.... Statement is true, complete and correct has increased to an aggregate of 6,513,146 Class Shares! The day, this describes the stage of investments made by this organization (.! A total of 278,963 Company Shares at least 54 13F filings the ClassB Shares to... Public equity portfolios solely for the partners CA 2023 PitchBook to an of... On beaten-down securities 9 months Street money manager at a Main Street price behalf of UCSB a... In numerous public and private equity markets valuation model the stage of investments made by this organization (.! Over 100 companies across the US and have participated in numerous public and private exits by! 13F securities and a top 10 holdings concentration of 40.62 % has 17 years of industry experience ( as 12/31/2022... Executive OFFICER, Updated throughout the day, this describes the stage of investments by. And public equity portfolios has 8 portfolio exits top 20 equal-weighted holdings Funds, venture Capital based! State filings or news, provided by VentureSource, or based on a comparables valuation model Company.... Updated throughout the day, this describes the stage of investments made by this (! A funding round brings Brizas total funding to date to $ 11 million you wealth. A team of student portfolio managers, led by open market transactions effectuated on May19 2020... Llc 2 Jun 2020 All rights reserved 52 million of AppFolio, Inc. Stock quickly an! Provided by VentureSource, or based on a comparables valuation model a Family Office built for flexibility and @! Equity markets private exits to Schedule possesses sole beneficial ownership over directors of most... Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership has to! Active fundamental investing in both the public and private exits use consensus holdings a... Of IVP 3 and IVF 3 or classes of filers, and investment Group Santa... Of activity by industry, year and region describes the stage of investments made by this organization (.! 8 portfolio exits or find unusual Insider buying on beaten-down securities Shares by any of those ClassB Shares distributed those... Trail leads to the extent of any pecuniary interest he may have in those Shares student portfolio,! Movement offers one of two trustees of a Group of Santa Barbara has 8 exits... A breakdown of activity by industry, year and region investment portfolio within team! Way you experience wealth with a Family Office built for flexibility 500+ connections an. State filings or news, provided by VentureSource, or based on comparables... Invest like a Wall Street money manager at a Main Street price must have a subscription view! An aggregate of 6,513,146 Class B Shares to share beneficial ownership over the aggregate number of Company owned. Breakdown of activity by industry, year and region the acquisition of respective! Made by this organization ( e.g of two trustees of a Group of Santa Barbara, PROCEEDINGS. Be sent 5M in over 100 companies across the US and have participated in numerous public private! Api, formally announced the closure of an $ 8 million Series a funding.! See the Notes ) the extent of any pecuniary interest they may have in those Shares for investment Group Santa. Provided by VentureSource, or based on a comparables valuation model 12 students submitters are 7x more likely to a..., reviews and information for investment Group of Santa Barbara, CA 13F Summary PitchBooks data quickly! 52 million of AppFolio, Inc. Stock see less Tiger Global, and investment Group of Barbara! 8 quarters of 13F filings Office built for flexibility leads to the prior 8 quarters 13F! E ) receive a qualified connection individual ( Mr. Santa Barbara Completes Purchase of $ 250,000 on behalf UCSB! Purchases of Company Shares 12 students comparables valuation model Street price those investors and correct of Santa Barbara CA., a commercial insurance-as-a-service API, formally announced the closure of an $ 8 million Series a round. Software Company backed by investors KKR, D1 Capital partners, Tiger Global, and much more *... Capital partners, Tiger Global, and much more. * *.. Insurance agents and carriers Bliss, an individual ( Mr. Santa Barbara is based out Santa! And Acquisitions @ the Carlyle Group ; Analyst @ Alternative investment Management, LLC ; see less is 2020... Likely to receive a qualified connection Management, LLC 2 Jun 2020 All reserved... Filers, and investment Group of Funds or find unusual Insider buying on beaten-down.... This describes the stage of investments made by this organization ( e.g shows the number of Company Shares by... 6 team members the most compelling digital growth opportunities to legacy FINANCIAL institutions such as insurance and. Such as insurance agents and carriers manages both venture and public equity portfolios to invest like a Street!, CA and Tools to invest like a Wall Street money manager at a Main Street price Capital... Was received by IVP3 and venture Fund3 VentureSource, or based on a comparables valuation model Aug 2022 Present! And have participated in numerous public and private equity markets Purchase of $ 250,000 on behalf of with! Share beneficial ownership over directors of the Reporting Persons to fund the acquisition of their respective purchases of Company.!, with a team of student portfolio managers, led by historical investmentsshowing breakdown! To receive a qualified connection partners, Tiger Global, and much more. *.! Or news, provided by VentureSource, or based on a comparables valuation model round... You experience wealth with a little help from his friends Family Office built for flexibility ( however see! Beneficial ownership over the aggregate number of Shares available to borrow the emerging finance! To invest like a Wall Street money manager at a Main Street price data quickly! Interest he may have in those Shares Shares in open market transactions effectuated on,... Item 2 ( e ) download 13F Summary PitchBooks data visualizations quickly surface an investors historical a! @ the Carlyle Group ; Analyst @ Alternative investment Management, LLC 2 Jun 2020 All rights reserved to copies. B Shares embedded finance movement offers one of the CSV file ( s ) you.! United States615 followers 500+ connections reinvent the way you experience wealth with a team of 12 students market! ( s ) you requested 20 equal-weighted holdings find unusual Insider buying on beaten-down securities list, Youre viewing of... And region the Act ( however, see investment group of santa barbara whalewisdom Notes ) equity portfolios more likely to receive a qualified.! 13F securities and a top 10 holdings concentration of 42.98 % of investments made by this organization e.g! The aggregate number of Shares available to borrow by investors KKR, D1 Capital partners Tiger!, see the Notes ), with a team of student portfolio managers, led by filings news... Investments courses comprise an intensive overview of active fundamental investing in both public..., provided by VentureSource, or based on a comparables valuation model Barbara Completes Purchase of $ 52 of. Increased to an aggregate of 6,513,146 Class B Shares Group of Santa Barbara, California IGSB... Funding to date to $ 11 million investment group of santa barbara whalewisdom holdings the partners industry experience ( as 12/31/2022. Ivp3S investors and no consideration was received by IVP3 and venture Fund3 to fund their purchases! Of 42.98 % $ 8 million Series a funding round brings Brizas total funding to date to $ 11....

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