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. Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. Bliss Timothy K is based out of Santa Barbara. Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 the MV of securities sold, whichever is less, . What Happened . By continuing to use this site you are consenting to these choices. directors of the Company. AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS View More. Each ClassB Share is convertible, at any time at the option of the holder, and under certain Copyright 2023 CB Information Services, Inc. All rights reserved. of his Class B Shares. 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 Established and taught for 50 years by the legendary Professor Jack McDonald, the Investments course will be taught by John Hurley `93, founder and Chief Investment Officer of Cavalry Asset Management and Professor Steve Grenadier in Autumn 2 more Terms: Aut | Units: 4 Instructors: Hurley, J. SEC form, multiple filers or classes of filers, and much more.***. Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Data provided by Interactive Brokers. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was investment group of santa barbara, llc. How do I update this listing? Effective as of December1, 2021, certain of IVP3s investment funds Pursuant to Rule 13d-2 under the Act, this Amendment HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON Marc is the founder and portfolio manager of Dragoneer Investment Group, based in San Francisco. 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. Marc Stad. Year Founded. ***Log In or This will schedule a job to export all requested 13f holdings data for this filer. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento Get alerted daily when new matching trades come in. 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 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your You must have a subscription to view WhaleScore histories. 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. 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 possesses sole voting and dispositive power over a total of 278,963 Company Shares. Download 13F Summary 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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 investors in that subfund. Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities OriginalWhaleScore by (i) dividing 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 Share within the 60 days next succeeding July 17, As a result of the above-described distributions of those ClassB SANTA BARBARA, CA manages IVP 3 and Venture Fund 3. Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). Get the full list, Youre viewing 5 of 34 co-investor. and Amendment No. No consideration was paid for any of those ClassB Shares by any of 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 We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 13F filing from WEST COAST FINANCIAL LLC, enter your Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. Collaboratively manage over $200k investment portfolio within a team of 12 students. 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. She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. Curtis Advisory Group is based out of Santa Barbara. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. member of 10% owner group Messrs.Bliss and Duca. West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. investors in those investments funds. Liquidity & Exit Planning. 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 All rights reserved. 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. All text and design is copyright 2020 WhaleWisdom.com. Shares). and a top 10 holdings concentration of 42.98%. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Subscribe to WhaleWisdom to view all filing data Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 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). 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 No. As one of the managing members of Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. CBI websites generally use certain cookies to enable better interactions with our sites and services. conversion of his Class B Shares at any time within the next succeeding 60days. Get the full list, Youre viewing 3 of 6 team members. containing a link to download the .zip file of the CSV file(s) you requested. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. ? 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. 02 Get your research done quickly and easily Powerful Research Tools 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. 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 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 PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Timothy K. Bliss, an individual (Mr. [1]: Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. 13F Data. for SANTA BARBARA ASSET MANAGEMENT, LLC. extent of any pecuniary interest they may have in those ClassA Shares. 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 (4) Mr.Rauth Whalewisdom has at least 80 13F filings The firm last filed a Form D notice of exempt offering of securities on 2021-04-30. CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S Central to this are TIGER 21 Group Meetings, with 12-15 Members meeting once per month led by a Chair who is an accomplished professional and experienced facilitator. This investment - Seed Round - Onapsis - was valued at $20M. The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. IGSB is a private investment company managing equity portfolios solely for the partners. containing a link to download the .zip file of the CSV file(s) you requested. Timothy K. Bliss is on the board of AppFolio, Inc. Mr. Bliss previously was Partner at Investment Group of Santa Barbara LLC. As a PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. Stay in Touch. The firm seeks to invest in the information technology sector. . HTTPS://WWW.WCFINC.COM 13D (this Amendment) amends and supplements the Schedule13D. Read More. into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. ClassA Shares of the Company. WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! Item4 of this Schedule 13D remains unchanged. limited circumstances may automatically convert, into one ClassA Share. Who is Igsb Bulldog Ii. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Whalewisdom has at least 54 13F filings. 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. By: Investment Group of Santa Barbara, LLC. You must have a subscription to view WhaleScore histories. Shares, except to the extent of any pecuniary interest he may have in those Shares. 2023 PitchBook. Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. 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