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CHIEF FINANCIAL OFFICER, STEVEN L. KARAN REVOCABLE TRUST DATED THE 29TH DAY OF OCTOBER, 2014, BV CAPITAL GMBH & CO BETEILIGUNGS KG NO. Who is Igsb Bulldog Ii. 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 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your Streamline your time with a holistic strategy and coordinated services. investment group of santa barbara, llc. AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS However, none of Messrs. Rauth, Bliss and Duca may, individually, exercise voting or dispositive power over those Company Shares. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. As the managing member of 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). All text and design is copyright 2020 WhaleWisdom.com. No. and a top 10 holdings concentration of 40.62%. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. of the Company; Maurice J. Duca, an individual (Mr. Buffett, Munger and Phil Fisher, who have all spoken to McDonald's class over the years, say that while the market may be largely efficient, it is not always efficient. Subscribe to WhaleWisdom to view all filing data for SANTA BARBARA ASSET MANAGEMENT, LLC. When completed, an email will be sent to the email address you specify SEC Filings include 13F quarterly reports, 13D/G events and more. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal 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. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to Sponsored Links by DQ Promote LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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 rights reserved. Investment Group of Santa Barbara has had 8 exits. See section 240.13d-7 for 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 CBI websites generally use certain cookies to enable better interactions with our sites and services. Mar 2023 - Present2 months. Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. (For ease of reference, AppFolio, Inc. will sometimes be referred to The Company most recently reported that, as of Download 13F Summary Data provided by Interactive Brokers. Equal-WTWhaleScore 2.0 Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Santa Barbara, California, United States . As one of the managing members of 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. The firm seeks to invest in the information technology sector. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. 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. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). Current positions of Timothy K. Bliss Holdings of Timothy K. Bliss Timothy K. Bliss: Personal Network Year Founded. 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). When completed, an email will be sent to the email address you specify All rights reserved. All text and design is copyright 2020 WhaleWisdom.com. 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. You must have a subscription to view WhaleScore histories. Item4 of this Schedule 13D remains unchanged. Risk Management. containing a link to download the .zip file of the CSV file(s) you requested. Subscribe to our newsletter to receive updates . How do I update this listing? 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 (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON Whalewisdom has at least 54 13F filings. All rights reserved. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 2009. 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 Make small commercial policies profitable for your agency. S&P 500WhaleScore Summary; 13D/G; Insider (Form 4) . per share, on all matters presented to a vote of the Companys common stockholders. All rights reserved. 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 Omega Financial Group's largest holding is iShares U.S. Real Estate ETF- with shares held of 134,407. [1]: One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. Investment Advisor Find delisted securities and defunct funds. for Q4 2022: Percentage of assets under management,Fixed fees, MANAGING MEMBER AND CHIEF INVESTMENT OFFICER, MANAGING MEMBER, CLASS A & B MEMBER, AND CHIEF INVESTMENT OFFICER, MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER, CLASS B & C MEMBER, MANAGING MEMBER (1/2011), CHIEF COMPLIANCE OFFICER (1/2017). Join to view profile. email address below and choose 'Submit'. As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set (4) Mr.Rauth In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was Performance Get alerts for any SEC filings, 13F, Form 4, 13D/G, Plus Mutual Fund and ETF constituents, Run backtests to test your trading strategies and find consensus stock picks among managers, Quickly identify managers that make good candidates to follow or track stocks attracting more interest from hedge funds, Over 15 years of Form 4 insider transaction data, Over 15 years of Schedule 13D and 13G filing data, Mutual Fund/ETF Constituents since 2019 along with changes. Alt Turnover is calculated by taking either the total MV of new purchases or All rights reserved. by pension trust, NOTTEBOHM OLIVIA 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 : 13F filing from WEST COAST FINANCIAL LLC, enter your Headquarters. 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. Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. 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 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 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. Except with respect to voting rights, the ClassA and ClassB Shares are Hedge Fund value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). Buffett teaches one class every two years, Munger has spoken occasionally and As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Download 13F Summary The Series A funding round brings Brizas total funding to date to $11 million. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. No consideration was paid for any of those ClassB Shares by any of connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON CHECK THE APPROPRIATE BOX IF A MEMBER extent of any pecuniary interest they may have in those ClassA Shares. Santa Barbara Angel Alliance | 403 followers on LinkedIn. Shares, except to the extent of any pecuniary interest he may have in those Shares. Timothy K. Bliss, an individual (Mr. Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. or to simply have an email sent to you whenever we receive a new Investment Group of Santa Barbara has 8 portfolio exits. for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. Read More. exercise voting or dispositive power over those Company Shares. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. containing a link to download the .zip file of the CSV file(s) you requested. Learn more. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of Stanford University Graduate School of Business. and a top 10 holdings concentration of 42.98%. Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any 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. Detailed Profile of CARBONE BARBARA portfolio of holdings. As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss As a result, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . Santa Barbara Asset Management is based out of Los Angeles. 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States. Omega Financial Group is based out of Santa Barbara. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding 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 As one of two trustees of a charitable Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. Performance numbers calculated through 2023-02-14. . Recent filings for IGSB IVP III, LLC 2 Jun 2020 As a result of the above-described distributions of those ClassB Shares by member of 10% owner group Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. [2]: Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. forth in this statement is true, complete and correct. 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 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). After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. How do I update this listing? 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. Angel, Fund of Funds, Venture Capital), General contact email for the organization. members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. Each ClassB Share is convertible, at any time at the option of the holder, and under certain 4 to Schedule How do I update this listing? As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB Equal-WTWhaleScore 2.0 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. Have invested more than $ 5M in over 100 companies across the US and have participated in public. Barbara ASSET MANAGEMENT is based out of Los Angeles the next succeeding 60days, LLC Bliss... Containing a link to download the.zip file of the 13,072ClassA Shares IVP3. 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