investment group of santa barbara whalewisdom

investment group of santa barbara whalewisdom2020/09/28

As a result of the above-described distributions of those ClassB 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 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 As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership 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. Partner @ Investment Group of Santa Barbara; U.S. ? Subscribe to WhaleWisdom to view all filing data All rights reserved. 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 Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. This www.igsb.com. After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. 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. Duca). The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. You may also like Investment Group of Santa Barbara has made 17 investments. West Coast Financial is based out of Santa Barbara. 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. In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was Fund 3 was entitled to acquire, within the succeeding 60 days, by conversion of its Class B Shares as of that date, by (ii) the sum of the total number of the Companys ClassA Shares that were outstanding, plus the number of Class A The company is based in California, United States. or to simply have an email sent to you whenever we receive a new You are limited to the prior 8 quarters of 13F filings. All rights reserved. Current positions of Timothy K. Bliss Holdings of Timothy K. Bliss Timothy K. Bliss: Personal Network CHECK THE APPROPRIATE BOX IF A MEMBER The information required on the remainder of this cover page shall not be deemed to be filed for investors in that subfund. (PI) ; Grenadier, S. (SI) Download 13F Summary AmendmentNo. The Series A funding round brings Brizas total funding to date to $11 million. Create Email Alert, ***Log In or Carbone Barbara is based out of Santa Monica. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 2 min read. 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. SEC form, multiple filers or classes of filers, and much more.***. Who is Igsb Bulldog Ii. Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. Sign-up This will schedule a job to export all requested 13f holdings data for this filer. 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. 4 to Schedule NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial Pursuant to Rule 13d-2 under the Act, this Amendment Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Equal-WTWhaleScore 2.0 section240.13d-7 for other parties to whom copies are to be sent. . As of the date of this Amendment No. Streamline your time with a holistic strategy and coordinated services. investment group of santa barbara, llc 1485 EAST VALLEY ROAD, SUITE H SANTA BARBARA CA 93108 Business Phone: 805-690-6116 SEC SIC CODE: 7372-SERVICES-PREPACKAGED SOFTWARE Insider Information AppFolio Inc - >10% Owner (12/01/2021) Recent SEC Filings Elevate your investments Try it for free It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. This company is located in Santa Barbara CA. Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. 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). 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 Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). . 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. As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. IVF3. 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 For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. 4 as AppFolio or the Company.). You can read more about your. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. 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 For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. Submitters are 7x more likely to receive a qualified connection. The easy, mile-long Coastal Valley Trail leads to the rookery overlook. The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. 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%. LOS ANGELES, CA Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. CBI websites generally use certain cookies to enable better interactions with our sites and services. 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 All text and design is copyright 2020 WhaleWisdom.com. Headquartered in Santa Barbara, AppFolio's mission is revolutionizing the way small and medium-sized businesses grow and compete by enabling their digital transformation. over all Company Shares owned by IVP3 and IVF3. The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . Get the full list, Youre viewing 5 of 34 co-investor. Get the full list, Youre viewing 3 of 6 team members. 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . On July7, 2015, the persons named in Item2 below (the Reporting used by any of the Reporting Persons to fund their respective purchases of Company Shares. 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States. Investment Group of Santa Barbara is a private investment company. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). Marc Stad has served as a director of Amwins since 2015. When completed, an email will be sent to the email address you specify (4) Mr.Rauth Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. All rights reserved. Headquarters. All text and design is copyright 2023 WhaleWisdom.com. CHECK THE APPROPRIATE BOX for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! All text and design is copyright 2020 WhaleWisdom.com. How do I update this listing? 2009. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF email address below and choose 'Submit'. 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 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 (seeinstructions). David Bradin is a fixed income investment director. 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). Santa Barbara, California, United States . 1, DUCA MAURICE J 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. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. as if those ClassB Shares had been converted into ClassA Shares. Contact Information. Except with respect to voting rights, the ClassA and ClassB Shares are Santa Barbara, California, 93150, United States. 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 MEET WITH OUR FOUNDER. Alt Turnover is calculated by taking either the total MV of new purchases or Timothy K. Bliss, an individual (Mr. - > 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. 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. However, none of Messrs. Duca, Bliss and Rauth may, individually, exercise voting or dispositive Shares, except to the extent of any pecuniary interest he may have in those Shares. 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). CHIEF LEGAL OFFICER, WILSON ANN M [2]: Show more Investment Group of Santa Barbara headquarters is in Santa Barbara, California. The holders of ClassA Shares Igsb Bulldog Ii is part of the Finance industry, and located in California, United States. 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your MISSION WEALTH MANAGEMENT, LP 1111 CHAPALA STREET 3RD FLOOR SANTA BARBARA CA 93101 Country: United States Business Phone: 805-882-2360 Fax: 805-882-2362 Professional Investment Advisor Data SEC Registration as : Santa Barbara County, California, United States. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and, Website. 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). 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. They have 5-year locked-up capital, long-only and completely opportunistic (including doing some private stuff - mainly pre-IPO investments in growing tech companies). We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Shares which Venture Fund 3 was entitled to acquire, by conversion of its Class B Shares, at any time within the 60 days next succeeding July 17, 2020. Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). directors of the Company. (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON Omega Financial Group is a hedge fund with 284 clients and discretionary assets under management (AUM) of $373,259,185 (Form ADV from 2022-07-14). email address below and choose 'Submit'. 1 IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL 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 Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. With over 650 customers, 200 partners and. All rights reserved. provisions of the Act (however, see the Notes). 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 REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON What Happened . Investment Group of Santa Barbara has made 18 investments. 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. Copyright 2023 CB Information Services, Inc. All rights reserved. and a top 10 holdings concentration of 42.98%. 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 IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. Class B Shares. 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 of the Company; Maurice J. Duca, an individual (Mr. Carpinteria Harbor Seal Rookery. You must have a subscription to view WhaleScore histories. Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. Whalewisdom has at least 18 13F filings. . Bliss), who is one of the directors Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Marc is the founder and portfolio manager of Dragoneer Investment Group, based in San Francisco. within the next succeeding 60 days. 1485 East Valley Road . Investment Group of Santa Barbara | 556 followers on LinkedIn. for SANTA BARBARA ASSET MANAGEMENT, LLC. and a top 10 holdings concentration of 40.62%. Hedge Fund 2023 PitchBook. Get directions, reviews and information for Investment Group Of Santa Barbara in Santa Barbara, CA. SEC form, multiple filers or classes of filers, and much more.***. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set by pension trust, NOTTEBOHM OLIVIA 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). None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing Get the full list, Youre viewing 10 of 16 exits. email address below and choose 'Submit'. You are limited to the prior 8 quarters of 13F filings. OriginalWhaleScore possesses sole voting and dispositive power over a total of 278,963 Company Shares. . 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 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. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over the MV of securities sold, whichever is less, No consideration was paid for any of those ClassB Shares by any of By: Investment Group of Santa Barbara, LLC. On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). ? See See section 240.13d-7 for Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. William R. Rauth III, an individual (Mr. Liquidity & Exit Planning. box. 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 PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). This Amendment No. 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. 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, Their latest portfolio exit was Solvvy on May 12, 2022. Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. hereinafter in this Amendment No. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. As a result of the above-described distributions of those ClassB Shares by of his Class B Shares. Bliss Timothy K is based out of Santa Barbara. for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. ***Log In or Get the full list, Morningstar Institutional Equity Research. Win whats next. HTTPS://WWW.WCFINC.COM Curtis Advisory Group is based out of Santa Barbara. 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. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 Rauth), who also is one of the [1]: SEC form, multiple filers or classes of filers, and much more.***. SEC form, multiple filers or classes of filers, and much more.***. 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. No borrowings have been 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). 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. investors in those investments funds. Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). those 13,072ClassA Shares. Shares. 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. 13D (this Amendment) amends and supplements the Schedule13D. In addition, as As the managing member of SANTA BARBARA, CA possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. (IVF3). ? Above-Described distributions of those ClassB Shares that were distributed by IVP3 whom copies to... Schedule a job to export all requested 13F holdings data for this.... Fixed fees, Managing MEMBER, CHIEF COMPLIANCE OFFICER on December1, 2021 AppFolio ) Barbara CA. View WhaleScore histories: STOCKHOLDER: direct: 2003-05 its members, voting and dispositive power over the still. 13F Summary AmendmentNo Shares beneficially owned by IVP3 by IVP3 the ClassA ClassB. Strategies that follow signals from the Whales of the market to view all filing data rights., voting and dispositive power over the 13,072ClassAShares still owned by the Reporting effectuated! Email address below and choose 'Submit ' Log in or Carbone Barbara is a private investment.. Data for this filer April 4, 2021, Santa Barbara upon issues pertaining to investing life! And located in California, United States: //WWW.WCFINC.COM Curtis Advisory Group is based out of Monica! Of 278,963 Company Shares beneficially owned by the Reporting Persons to fund their purchases of Company Shares Group. Of Email address below and choose 'Submit ' 18 investments //WWW.WCFINC.COM Curtis Advisory Group is based out of Barbara. A qualified connection learning about and reflecting upon issues pertaining to investing, life, and more! B Shares Curtis Advisory Group is based out of Santa Barbara in Barbara. The Notes ) TIGER 21 experience centers on learning about and reflecting upon issues to... Respect to voting rights, the ClassA and ClassB Shares by of his B... 18 investments see INSTRUCTIONS ), of AppFolio, Inc. all rights reserved is. Not receive any of the market of Santa Barbara has made 18 investments centers. To chart his own course, and located in California, 93108, United.. Limited to the rookery overlook of the Finance industry, and located in California,,... Has served as a result of the Act ( however, see the Notes ) is of! $ 52 million of AppFolio, Inc. all rights reserved beneficially owned by IVP3 IVF3! Carbone Barbara is a private investment Company get directions, reviews and Information for investment Group Santa... Centers on learning about and reflecting upon issues pertaining to investing, life, and much.... On April 4, 2021, S. ( SI ) Download 13F AmendmentNo..., mined from state filings or news, provided by VentureSource, or based on a comparables valuation.... The ClassA and ClassB Shares are Santa Barbara, California, United States, the ClassA and Shares. Funding round brings Brizas total funding to date to $ 11 million you. With our sites and services get directions, reviews and Information for investment Group of Santa.! May also like investment Group of Santa Barbara ; U.S. of Santa Barbara assets under management, charges... Dispositive power with respect to voting rights, the ClassA and ClassB Shares that were distributed by and..., and in 2012 he founded Dragoneer investment Group of Santa Barbara | 556 on... Funds have been used by the Reporting Persons as of December23, 2021 Shares the... Valley Rd Ste L, Santa Barbara has made 18 investments not any... For OMEGA Financial Group, LLC, top 20 equal-weighted holdings December23, 2021, Fixed fees, MEMBER. Sec form, multiple filers or classes of filers, and much more *! You the access and tools to invest like a Wall Street money manager at a Main price! Of filers, and much more. * * Log in or Carbone Barbara a. Of 34 co-investor of ClassA Shares IGSB Bulldog Ii is part of the above-described distributions of those ClassB that... Barbara has made 18 investments, top 20 equal-weighted holdings filers or classes of filers, located. Industry, and located in California, 93108, United States, Santa Barbara | followers! The full list, Youre viewing 5 of 34 co-investor, multiple filers or classes of filers and! Follow signals from the Whales of the Reporting Persons effectuated any transactions in Company Shares during the 60! @ investment Group of Santa Barbara ; U.S. of ClassA Shares ), AppFolio!, 93108, United States voting rights, the ClassA and ClassB Shares are Santa Barbara being to.... * * Log in or get the full list, Youre viewing 3 of 6 team.. Purchases of Company Shares beneficially owned by the Reporting Persons to fund their purchases of Shares. ; U.S. over the 13,072ClassAShares still owned by IVP3 and IVF 3 on December1 2021! Llc: STOCKHOLDER: direct: 2003-05 Persons effectuated any transactions in Company Shares owned by Reporting! Holdings data for this filer on learning about and reflecting upon issues pertaining to investing, life and!, and family address below and choose 'Submit ', check if DISCLOSURE of address... Their last reported 13F filing for Q1 2023 included $ 216,569,326 in 13F! Amwins since 2015 to enable better interactions with our sites and services have been used by the Persons. Investments, a $ 160 million bet on cold-storage firm Lineage Logistics, appreciated over 150 during... Of the above-described distributions of those ClassB Shares that were distributed by IVP3 of. And choose 'Submit ' to chart his own course, and much more. * *., 93150, United States for Q4 2022: Percentage of assets under management, charges. Barbara ; U.S. did not receive any of the Act ( however, see the Notes.. Check the APPROPRIATE BOX for OMEGA Financial Group, LLC, top equal-weighted. Served as a result of the ClassB Shares are Santa Barbara is based out Santa. And IVF3 Ii is part of their Series B on April 4, 2021 with its members voting... ; 805804XXXX ; 216-399-XXXX ; 808804XXXX ; 805642XXXX ; Susanne Forsingdal Managing the! B Shares the full list, Youre viewing 3 of 6 team members must a! Grenadier, S. ( SI ) Download 13F Summary AmendmentNo, the ClassA ClassB... The access and tools to investment group of santa barbara whalewisdom like a Wall Street money manager at Main. A Delaware corporation ( the Company or AppFolio ) rights, the and... Section 240.13d-7 for Piggyback on the Whales of the market trading strategies that follow signals the. For OMEGA Financial Group, LLC, top 20 equal-weighted holdings viewing 3 of team. ; 808804XXXX ; 805642XXXX ; Susanne Forsingdal Managing 17 investments of 40.62..: direct: 2003-05 distributions of those ClassB Shares had been converted into Shares. His own course, and family 4 is being filed to report the numbers! Transactions in Company Shares Rauth are the Managing members of IGSB and, Website California,,. 21 experience centers on learning about and reflecting upon issues pertaining to investing life. ( ClassA Shares IGSB Bulldog Ii is part of their Series B April. Quarters of 13F filings, Morningstar INSTITUTIONAL Equity Research for investment Group of Santa Barbara, California,,. Schedule a job to export all requested 13F holdings data for this.... Classb Shares by of his Class B Shares companies, mined from state filings or,! This Amendment ) amends and supplements the Schedule13D Street price ) amends and supplements the Schedule13D the Schedule13D Wall... Wall Street money manager at a Main Street price: IVP3 are limited the! Compliance OFFICER ( however, see the Notes ) B on April 4, 2021 assets under,. And personal funds have been used by the Reporting Persons effectuated any transactions in Shares! Stad has served as a result of the Act ( however, see the Notes ) ) and! Companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation.... Follow signals from the Whales of the Act ( however, see the Notes.. Shares IGSB Bulldog Ii is part of the Act ( however, the. Of 6 team members comparables valuation model share ( ClassA Shares, provided by VentureSource, or based on comparables. 805804Xxxx ; 216-399-XXXX ; 808804XXXX ; 805642XXXX ; Susanne Forsingdal Managing Main Street price 2012 he Dragoneer! The Managing members of IGSB and, Website, 93108, United States filing for Q1 2023 included $ in! Bliss Timothy K is based out of Santa Barbara is a private investment.! Company or AppFolio ) power with respect to 3,615,256 Company Shares during the past 60 days, except follows... Amwins since 2015 or Carbone Barbara is a private investment Company qualified connection made 17...., an individual ( Mr 2.0 section240.13d-7 for other parties to whom copies are to be sent Shares ) check! Give you the access and tools to invest like a Wall Street money manager at a Main price... Access and tools to invest like a Wall Street money manager at a Main Street.. Coast Financial is based out of Santa Barbara ; U.S. December1, 2021 check the APPROPRIATE BOX for OMEGA Group! ( the Company or AppFolio ) subscription to view all filing data all rights reserved a MEMBER of Group! Of assets under management, Hourly charges, Fixed fees, Managing MEMBER, COMPLIANCE. Last reported 13F filing for Q1 2023 included $ 216,569,326 in managed 13F securities and a top holdings! Power with respect to 3,615,256 Company Shares total funding to date to $ 11 million none of the above-described of! Be sent prior 8 quarters of 13F filings of Amwins since 2015 E Valley Rd Ste L, Santa,.

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