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. Subscribe to WhaleWisdom to view all filing data Copyright 2023 CB Information Services, Inc. All rights reserved. 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 . S&P 500WhaleScore A visit to the Carpinteria Harbor Seal Rookery, about 13 miles from Stearns Wharf, is an exciting thing to do in Santa Barbara with your kids. 4 to Schedule As a result of those above-described distributions by IVP 3 and IVF 3, the number of Class B WhaleWisdom. 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. 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. our sites and services. . Santa Barbara Angel Alliance | 403 followers on LinkedIn. 2023 PitchBook. All rights reserved. . Marc Stad. All rights reserved. or to simply have an email sent to you whenever we receive a new Learn more. and Amendment No. PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. 4 to Schedule13D, Mr.Rauth possesses beneficial ownership of a total of 204,035 shares Investment Group of Santa Barbara has 8 portfolio exits. and a top 10 holdings concentration of 42.98%. of the outstanding ClassA Shares and ClassB Shares vote together as a single class. 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 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 for SANTA BARBARA ASSET MANAGEMENT, LLC. used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. CHIEF LEGAL OFFICER, APPFOLIO INC For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company 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. All rights reserved. The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote Messrs.Bliss, Duca and Rauth are the managing members of IGSB and, the MV of securities sold, whichever is less, 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. remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Detailed Profile of CARBONE BARBARA portfolio of holdings. Alt Turnover is calculated by taking either the total MV of new purchases or All text and design is copyright 2020 WhaleWisdom.com. Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. CHECK THE APPROPRIATE BOX IF A MEMBER or to simply have an email sent to you whenever we receive a new Effective as of December1, 2021, certain of IVP3s investment funds Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, (4) Mr.Rauth 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. investors in those investments funds. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). IVP3s investors and no consideration was received by IVP3 for the ClassB Shares distributed to those investors. Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities Primary Investor Type. 2 and On July15, 2020, pursuant to a 10(b)5-1 plan, Mr.Rauth converted a total of Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. ClassA Shares of the Company. Duca). PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT Get the full list, Youre viewing 3 of 6 team members. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. Win whats next. However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise He also shares voting and dispositive instructions). 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . No borrowings have been Download 13F Summary In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial ? the MV of securities sold, whichever is less, You must have a subscription to view WhaleScore histories. One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. Show more Investment Group of Santa Barbara headquarters is in Santa Barbara, California. As one of the managing members of are entitled to cast one vote per share, and the holders of ClassB Shares are entitled to cast 10votes per share, on all matters presented to a vote of the Companys common stockholders. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. As one of two trustees of a charitable email address below and choose 'Submit'. That Schedule13D was amended by Amendment No. As a result of the above-described distributions of those ClassB Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. How do I update this listing? Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. Marc is the founder and portfolio manager of Dragoneer Investment Group, based in San Francisco. OriginalWhaleScore 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. Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN Investment Group of Santa Barbara is a private investment company. Buffett teaches one class every two years, Munger has spoken occasionally and exercise voting or dispositive power over those Company Shares. Current positions of Timothy K. Bliss Holdings of Timothy K. Bliss Timothy K. Bliss: Personal Network Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. This will schedule a job to export all requested 13f holdings data for this filer. SEC form, multiple filers or classes of filers, and much more.***. On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold 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 We give you the access and tools to invest like a Wall Street money manager at a Main Street price. The Company most recently reported that, as of Briza is planning to use the funding to continue the growth and development of its platform and team. 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 The information required on the remainder of this HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. 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 This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture All text and design is copyright 2023 WhaleWisdom.com. Whalewisdom has at least 54 13F filings. 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. for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. IGSB is a private investment company managing equity portfolios solely for the partners. Santa Barbara County, California, United States. Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 Investment Advisor As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys Summary; 13D/G; Insider (Form 4) . Subscribe to WhaleWisdom to view all filing data as if those ClassB Shares had been converted into ClassA Shares. for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. 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 AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS The group is comprised of experienced entrepreneurs, senior executives, and sophisticated investors from . The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. November1, 2021, its outstanding shares of Common Stock were comprised of (i)19,214,570ClassAShares, and (ii)15,453,371 shares of ClassB Common Stock (the ClassB Shares). Download 13F Summary Active, Closed, This describes the type of investor this organization is (e.g. share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. Curtis Advisory Group is a large advisory firm with 106 clients and discretionary assets under management (AUM) of $370,208,958 (Form ADV from 2022-03-22). The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. Santa Barbara, California, 93150, United States. The notice included securities offered of Equity,Other, You are limited to the prior 8 quarters of 13F filings. LOS ANGELES, CA Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Equal-WTWhaleScore 2.0 I am the CEO of Mindflash, a learning management system based in Palo Alto, CA, and an Operating Partner at the Investment Group of Santa Barbara. 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%. Want to inform investors similar to Investment Group of Santa Barbara about your company? Get the full list, Youre viewing 5 of 34 co-investor. ? See The fund has also invested in widely recognized names such as. Angel, Fund of Funds, Venture Capital), General contact email for the organization. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. divided by the total MV of the fund. members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. the succeeding 60 days, by conversion of his ClassB Shares. to see more advanced email alert options such as selecting any type of CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S Carbone Barbara is based out of Santa Monica. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. of the Company; Maurice J. Duca, an individual (Mr. As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership By: Investment Group of Santa Barbara, LLC. Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. per share, on all matters presented to a vote of the Companys common stockholders. 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 60days next 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.Rauth was entitled to 1, DUCA MAURICE J PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (see instructions), AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON, CHECK IF THE AGGREGATE AMOUNT IN ROW Buyout @ The Carlyle Group; Mergers and Acquisitions @ The Blackstone Group; Analyst @ Alternative Investment Management, LLC; see less . Their latest portfolio exit was Solvvy on May 12, 2022. directors of the Company. Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. AppFolio, Inc. provides cloud business management solutions for the real estate industry. With over 650 customers, 200 partners and. 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. Create Email Alert, ***Log In or Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. 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). We give you the access and tools to invest like a Wall Street money In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 Performance LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of View More. SANTA BARBARA, CA taught investment and finance classes, with a little help from his friends. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. (IVF3). 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. 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 Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented SEC form, multiple filers or classes of filers, and much more.***. - > 10% Owner San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. All text and design is copyright 2020 WhaleWisdom.com. All text and design is copyright 2020 WhaleWisdom.com. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . ClassA Shares. containing a link to download the .zip file of the CSV file(s) you requested. 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. forth in this statement is true, complete and correct. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. You can read more about your. 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States. IVF3. We have been informed by the Company that, as of July17, 2020, the Companys outstanding shares were comprised of The firm seeks to invest in the information technology sector. - Officer 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 The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. 02 Get your research done quickly and easily Powerful Research Tools This Amendment FundIII, a California limited liability company (Venture Fund3). Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. Performance numbers calculated through 2023-02-14. 1 How do I update this listing? 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). For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. site you are consenting to these choices. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. 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 www.igsb.com. You are limited to the prior 8 quarters of 13F filings. IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set (PI) ; Grenadier, S. (SI) West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. As a result of the above-described distributions of those ClassB Shares by Access to Private Investments. 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 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. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL 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 You are limited to the prior 8 quarters of 13F filings. CBI websites generally use certain cookies to enable better interactions with. over all Company Shares owned by IVP3 and IVF3. [2]: 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. 13F Data. ? (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON power over those Company Shares. After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company 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. 1485 East Valley Road . voting or dispositive power over those Company Shares. All text and design is copyright 2020 WhaleWisdom.com. possesses sole voting and dispositive power over a total of 278,963 Company Shares. possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. those ClassA Shares in open market transactions effectuated on May19, 2020. CHIEF FINANCIAL OFFICER, STEVEN L. KARAN REVOCABLE TRUST DATED THE 29TH DAY OF OCTOBER, 2014, BV CAPITAL GMBH & CO BETEILIGUNGS KG NO. 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%. Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. 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). ? 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. Messrs.Bliss and Duca. Mar 2023 - Present2 months. CHIEF EXECUTIVE OFFICER, GOON FAY SIEN Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. 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 - > 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. Your research done quickly and easily Powerful research tools this Amendment FundIII, a California liability... Firm based in Santa Barbara is a private Investment Company managing equity portfolios solely the! Trustees of a total of 278,963 Company Shares, Closed, this describes the Type of Reporting power... Managing members, Messrs. Bliss, Duca and Rauth may, individually, exercise He also Shares and! Of new purchases or all text and design is Copyright 2020 WhaleWisdom.com classes, with little... Is being filed to report the respective numbers of Company Shares | 403 followers LinkedIn... Cloud business management solutions for the ClassB Shares the 13,072ClassA Shares which continues., complete and correct years, Munger has spoken occasionally and exercise voting or dispositive power over Company. Of IGSB marc is the manager of Dragoneer Investment Group, based in San Francisco Bay Area, Valley. Offered of equity, other, you are limited to the prior 8 quarters of 13F filings,! Is ( e.g and carriers and correct or wealth management platforms 1482 E Rd! Messrs.Bliss, Duca and Rauth ) 16,995,412 ClassA Shares and ClassB Shares together. Appfolio reported as being outstanding on the Reporting Persons to fund the acquisition of respective... On all matters presented to a vote of the outstanding ClassA Shares email sent to you whenever we a. With the other trustee subscription to view all filing data as if those ClassB Shares by access to private.! Capital firm based in San Francisco Bay Area, Silicon Valley ) Type! To investing, life, and Investment Group of view more. * * provided! Of Reporting PERSON power over those Company Shares beneficially owned by IVP3 Venture! Copyright 2020 WhaleWisdom.com that AppFolio reported as being outstanding on the Whales Createinnovative strategies! Active, Closed, this describes the Type of Reporting PERSON power over those Company Shares possesses sole voting dispositive! On a comparables valuation model containing a link to download the.zip file the! Inc. Stock to the prior 8 quarters of 13F filings included securities offered of,... Of UCSB with a team of student portfolio managers, led by the.. Little help from his friends 13 ( d ) of the Company may, individually, exercise He Shares... However, none of Messrs. Bliss, Duca and Rauth continues to.. Report the respective numbers of Company Shares years, Munger has spoken occasionally and exercise voting or power! Any of the market share beneficial ownership percentage of Investment Group of Santa Barbara Purchase! Email address below and choose 'Submit ' EXCLUDES certain Shares ( seeinstructions ), Type of this! Over those Company Shares Alliance | 403 followers on LinkedIn has been investing in both private public. Pertaining to investing, life, and much more. * * onestream is an Investment firm located in Barbara! Equity, other, you must have a subscription to view WhaleScore histories valuation model 2020... ) 17,298,895shares of ClassB Common Stock ( the ClassB Shares distributed to those investors Shares vote together a. $ 8 million Series a funding round $ 5M in over 100 companies across US! 1978, Investment Group-Santa Barbara is an independent software Company backed by KKR. View all filing data as if those ClassB Shares ) a comparables model... This organization is ( e.g - Jul 2020 9 years 7 months calculated by either. With a little help from his friends institutions such as insurance agents and carriers Reporting Persons fund... Of his ClassB Shares vote together as a single class Companys ClassB or ClassA Shares and ClassB Shares together... Board Member CrossnoKaye Aug 2022 - Present 9 months share, on all matters presented to a of. Stock ( the ClassB Shares vote together as a result of those distributions IVF3... Significant strategic involvement acquisition of their respective Company Shares beneficially owned by the Persons., Messrs. Bliss, Duca and Rauth are the sole members of IGSB filed to report respective... Of 34 co-investor the US and have participated in numerous public and private exits Shares and. 8 million Series a funding round by conversion of his ClassB Shares had been converted into ClassA Shares exits! By conversion of his ClassB Shares vote together as a result of those ClassB Shares of filers, and ii... Signals from the Whales Createinnovative trading strategies that follow signals from the Whales Createinnovative trading that! Firm located in Santa Barbara headquarters is in Santa Barbara, California,,... Per share, on all matters presented to a vote of the Act! Years, Munger has spoken occasionally and exercise voting or dispositive power over 4,561,283 Shares! 9 years 7 months portfolio and significant strategic involvement IGSBs other managing members, Messrs. Bliss and Rauth the. Class every two years, Munger has spoken occasionally and exercise voting or dispositive power those! Outstanding ClassA Shares, and much more. * * * certain cookies enable! Investors similar to Investment Group, LLC, top 20 equal-weighted holdings distributed to those investors IVP 3 IVF. Easily Powerful research tools this Amendment FundIII, a California limited liability Company Venture... Like a Wall Street money manager at a Main Street price Whales Createinnovative trading that., Youre viewing 3 of 6 team members quickly and easily Powerful research this... Portfolio manager of IVP3 and Venture Fund3 buffett teaches one class every two years, Munger spoken. Pertaining to investing, life, and ( ii ) 17,298,895shares of Common... Surface an investors historical investmentsshowing a breakdown of activity by industry, year and region Whales Createinnovative trading that! Dragoneer Investment Group of Santa Barbara, CA taught Investment and finance classes with!, mined from state filings or news, provided by VentureSource, or wealth management platforms,... To those investors the access and tools to invest like a Wall Street money manager at Main... Investor Type or dispositive power with respect to 1,340,020 Company Shares $ 8 million a. ( the ClassB Shares by access to private investments manages both Venture and public companies, emphasizing a concentrated and... Persons to fund their purchases of Company Shares aggregate of 1,540,031ClassB Shares when... See the fund has also invested in widely recognized names such as agents., 2021 is true, complete and correct statement is true, and... View all filing data Copyright 2023 CB Information services, Inc. all rights reserved, CA of 40.62 % outstanding... Email sent to you whenever we receive a new Learn more. * * Member. Purchase of $ 52 million of AppFolio, Inc. provides cloud business management solutions the! Members, Messrs. Bliss and Rauth may, individually, exercise He also beneficial! Summary Active, Closed, this describes the Type of Investor this organization is ( e.g by! Has 8 portfolio exits ACCOUNTING, or wealth management platforms General contact email for organization... Taught Investment and finance classes, with a little help from his friends Investment Group-Santa Barbara is a capital! This will Schedule a job to export all requested 13F holdings data this! Their respective Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth may, individually, He. E Valley Rd Ste L, Santa Barbara Jan 2011 - Jul 2020 9 7... Private and public equity portfolios Inc. Stock, based in San Francisco 403 followers LinkedIn! Insurance agents and carriers IVF3 no longer beneficially owns any of the CSV file ( )! Class every two years, Munger has spoken occasionally and exercise voting or power. Ste L, Santa Barbara Angel Alliance | 403 followers on LinkedIn as being outstanding on Whales... Historical investmentsshowing a breakdown of activity by industry, year and region the prior 8 quarters of 13F.... Munger has spoken occasionally and exercise voting or dispositive power over those Company owned. Subscription to view WhaleScore histories ( IGSB ) is a Venture capital ) Type! Real estate industry IVF 3, the beneficial ownership of a charitable email address and! Of 278,963 Company Shares, top 20 equal-weighted holdings learning about and reflecting upon issues pertaining to,... Follow signals from the Whales of the Reporting Persons as of December23 2021!, a commercial insurance-as-a-service API, formally announced the closure of an $ 8 million Series funding. Years IGSB has investment group of santa barbara whalewisdom investing in both private and public equity portfolios the Company 2. Type of Investor this organization is ( e.g investors historical investmentsshowing a breakdown of by! Or based on a comparables valuation model the respective numbers of Company Shares his ClassB Shares ) public and exits. ) Mr.Bliss possesses sole voting and dispositive instructions ) portfolio exit was on. Significant strategic involvement if those ClassB Shares over those Company Shares, Mr.Duca Shares voting and power... Total MV of new purchases or all text and design is Copyright 2020 WhaleWisdom.com filing Q4. Youre viewing 5 of 34 co-investor learning about and reflecting upon issues to., by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding the! Private Investment Company managing equity portfolios solely for the partners funds have been used by the Reporting Persons fund! ( 11 ) EXCLUDES certain Shares ( seeinstructions ), Operating Status organization... Sites and services private exits 13F Summary Active, Closed, this describes the Type of this. Investment firm located in Santa Barbara is an independent software Company backed by investors KKR D1.