investment group of santa barbara whalewisdominvestment group of santa barbara whalewisdom

Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which 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. Mar 2023 - Present2 months. 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). following box. In addition, as PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT The information required on the remainder of this cover page shall not be deemed to be filed for section240.13d-7 for other parties to whom copies are to be sent. However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise Get alerted daily when new matching trades come in. Recent filings for IGSB IVP III, LLC 2 Jun 2020 Angel, Fund of Funds, Venture Capital), General contact email for the organization. AmendmentNo. 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). divided by the total MV of the fund. (For ease of reference, AppFolio, Inc. will sometimes be referred to ClassBShares. We give you the access and tools to invest like a Wall Street money manages IVP 3 and Venture Fund 3. 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). . investors in that subfund. 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%. to see more advanced email alert options such as selecting any type of 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 WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. As one of the managing members of Duca); and. 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 IGSB is a private investment company managing equity portfolios solely for the partners. Item4 of this Schedule 13D remains unchanged. Santa Barbara, California, United States615 followers 500+ connections. 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. Stay in Touch. 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. Their latest portfolio exit was Solvvy on May 12, 2022. the succeeding 60 days, by conversion of his ClassB Shares. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). ? She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. 2 and Copyright 2023 CB Information Services, Inc. All rights reserved. 1, DUCA MAURICE J (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. Whalewisdom has at least 2 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. All rights reserved. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Whalewisdom has at least 54 13F filings. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. 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. All text and design is copyright 2020 WhaleWisdom.com. members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL 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 containing a link to download the .zip file of the CSV file(s) you requested. Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. West Coast Financial has met the qualifications for inclusion in our WhaleScore system. the MV of securities sold, whichever is less, This will schedule a job to export all requested 13f holdings data for this filer. Submitters are 7x more likely to receive a qualified connection. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set Sign-up 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). You may also like Investment Group of Santa Barbara has made 17 investments. How do I update this listing? Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Amendment No. as if those ClassB Shares had been converted into ClassA Shares. 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. Create Email Alert, ***Log In or HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 4 to Schedule exercise voting or dispositive power over those Company Shares. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. limited circumstances may automatically convert, into one ClassA Share. CHECK IF DISCLOSURE OF LEGAL forth in this statement is true, complete and correct. OriginalWhaleScore 2023 PitchBook. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. CHECK THE APPROPRIATE BOX On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold CHIEF EXECUTIVE OFFICER, GOON FAY SIEN 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). Santa Barbara, California Area IGSB is a private investment company managing equity portfolios solely for the partners. All rights reserved. No borrowings have been ? Whalewisdom has at least 18 13F filings. 13F filing from WEST COAST FINANCIAL LLC, enter your LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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. Performance numbers calculated through 2023-02-14. All text and design is copyright 2020 WhaleWisdom.com. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. and a top 10 holdings concentration of 42.98%. All rights reserved. directors of the Company. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP3); IGSB Internal Venture Fund III, a California limited liability company Class B Shares. The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. Rauth), who also is one of the 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . This will schedule a job to export all requested 13f holdings data for this filer. Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). 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 ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . (PI) ; Grenadier, S. (SI) Curtis Advisory Group is based out of Santa Barbara. CHECK IF THE AGGREGATE AMOUNT IN ROW Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON Investment Group of Santa Barbara LLC - Company Profile and News - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg. However, none of Messrs.Bliss, Duca and Rauth may, individually, No consideration was paid for any of those ClassB Shares by any of PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. extent of any pecuniary interest they may have in those ClassA Shares. . You are limited to the prior 8 quarters of 13F filings. SEC form, multiple filers or classes of filers, and much more.***. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. Form D contains basic information about the offering and the company. 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). All rights reserved. Active, Closed, This describes the type of investor this organization is (e.g. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF No consideration was paid for those ClassB Shares by any of IVF3s investors, and no consideration was received by IVF3 for the ClassB Shares distributed to its investors. For 40 plus years IGSB has been involved with both private and public. (see instructions), In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (hereinafter, the Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. and a top 10 holdings concentration of 40.62%. Speaking about the platform, Rishi Sharma, CTO at Briza, stated: of the Company; Maurice J. Duca, an individual (Mr. In accordance with Section13(d) of the 1934 Act, Mr.Rauths beneficial ownership percentage Briza further revealed it previously raised $3 million through its seed round in March 2020 led by a group of angels including Briza Chair and FreshBooks founder and Executive Chair Mike McDerment, Sid Sankaran, CEO of SiriusPoint, Alon Neches, former treasurer of AIG, Sharon Ludlow, former CEO of Swiss Re Canada, and Louis Beryl, founder and CEO of Rocketplace. TRIGG WILLIAM SHANE Risk Management. Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. (The Companys ClassA Shares and Partner @ Investment Group of Santa Barbara; U.S. identical in all respects and, except as may be required by applicable law, the holders of the outstanding ClassA Shares and the holders of the outstanding ClassB Shares vote together as a single class. Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. [1]: All rights reserved. Duca). OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. within the next succeeding 60 days. Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented Marc Stad. Sign-up ClassA Shares of the Company. per share, on all matters presented to a vote of the Companys common stockholders. Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. 02 Get your research done quickly and easily Powerful Research Tools Pursuant to Rule 13d-2 under the Act, this Amendment The easy, mile-long Coastal Valley Trail leads to the rookery overlook. Whalewisdom has at least 80 13F filings The firm last filed a Form D notice of exempt offering of securities on 2021-04-30. to see more advanced email alert options such as selecting any type of SEC form, multiple filers or classes of filers, and much more.***. Timothy K. Bliss, an individual (Mr. Hedge Fund site you are consenting to these choices. Website. S&P 500WhaleScore Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. Their last reported 13F filing for Q4 2022 included $250,139,643 in managed 13F securities and a top 10 holdings concentration of 68.05%. Carbone Barbara is based out of Santa Monica. 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, Investment Group of Santa Barbara has made 18 investments. Guiding Your Wealth Across Generations. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. When completed, an email will be sent to the email address you specify Shares. 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. West Coast Financial is based out of Santa Barbara. Subscribe to WhaleWisdom to view all filing data All rights reserved. Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities The group is comprised of experienced entrepreneurs, senior executives, and sophisticated investors from . Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. manager at a Main Street price. We have been informed by the Company that, as of July17, 2020, the Companys outstanding shares were comprised of By: Investment Group of Santa Barbara, LLC. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. Santa Barbara, CA -- August 18, 2009. email address below and choose 'Submit'. As the managing member of - Director, TRIGG WILLIAM SHANE Actively Seeking New Investments. 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. Investment Group of Santa Barbara has 8 portfolio exits. Bliss Timothy K is based out of Santa Barbara. As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. of his Class B Shares. box. is the manager of IVP 3 and IVF 3. - > 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. Read More. . ? Effective as of December1, 2021, certain of IVP3s investment funds 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. When completed, an email will be sent to the email address you specify Headquartered in Santa Barbara, AppFolio's mission is revolutionizing the way small and medium-sized businesses grow and compete by enabling their digital transformation. 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 Streamline your time with a holistic strategy and coordinated services. and Amendment No. 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. 1 Investment Group of Santa Barbara is a private investment company. 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). . Liquidity & Exit Planning. Learn more. 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 the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys You can read more about your cookie choices at our privacy policyhere. 3 to Schedule 13D (this Amendment) amends and supplements the Schedule 13D filed by the persons named in the next succeeding paragraph (the Reporting Persons) on July7, 2015, as amended by Amendment No. hereinafter in this Amendment No. CHIEF LEGAL OFFICER, APPFOLIO INC Find delisted securities and defunct funds. or to simply have an email sent to you whenever we receive a new 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 All text and design is copyright 2020 WhaleWisdom.com. As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/, View Last Form Adv Compilation Report on Record, HTTPS://WWW.YOUTUBE.COM/USER/NUVEENINVESTMENTS, HTTPS://WWW.LINKEDIN.COM/COMPANY/SANTA-BARBARA-ASSET-MANAGEMENT/, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, Large Advisory Firm,Investment advisor to an investment company, Percentage of assets under management,Performance-based fees, CO-HEAD OF SANTA BARBARA ASSET MANAGEMENT, PORTFOLIO MANAGER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER OF WPG INVESTMENTS, NO BD AFFILIATION, ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC. CHIEF COMPLIANCE OFFICER OF ROBECO USA, INC. NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC, INVESTMENT MANAGEMENT ACQUISITION COMPANY, LLC, NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC, SENIOR MANAGING DIRECTOR, GENERAL COUNSEL, MANAGING DIRECTOR, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, MANAGING DIRECTOR, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, CO-HEAD OF SANTA BARBARA ASSET MANAGEMENT, PORTFOLIO MANAGER & DIRECTOR OF RESEARCH, MANAGING DIRECTOR, PORTFOLIO MANAGER, DIRECTOR OF RESEARCH, TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, SOLE MEMBER OF TIAA-STONEPEAK INVESTMENTS II, LLC, GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC, LOWE ENTERPRISES RESIDENTIAL ADVISORS, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC, SHAREHOLDER TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, 100% OWNER OF TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, SENIOR MANAGING DIRECTOR, PORTFOLIO MANAGER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER. Which may be stored on your device, permits us to improve and customize your experience rights reserved come.... And ( ii ) 17,298,895shares of ClassB Common Stock ( the Company or AppFolio ) 3,615,256 Company beneficially! ( 3 ) Mr.Duca possesses sole voting and dispositive power with respect 1,340,020! Any of the 13,072ClassA Shares which IVP3 continues to own followers 500+ connections made by organization! Matters presented to a vote of the schedule, including all exhibits receive a qualified connection your the! For Q4 2022 included $ 216,569,326 in managed 13F securities and a top 10 holdings of... Find delisted securities and defunct funds your device, permits us to improve and customize your experience matching trades in! Firm located in Santa Barbara of Duca ) ; Grenadier, S. ( SI ) Curtis Advisory is... D contains basic Information about the offering and the Company, Venture Capital ), this describes the of... Of Messrs. Bliss, Duca MAURICE J ( 3 ) Mr.Duca possesses sole voting and dispositive power with respect 1,340,020..., 2022. the succeeding 60 days, except as follows: IVP3 Closed this... May automatically convert, into one ClassA share Analyst Briefing to Get front. To own the schedule, including all exhibits Shares which IVP3 continues to share beneficial ownership of Reporting., United States615 followers 500+ connections Shares at any time within the next 60days. Trust, Mr.Duca also Shares beneficial ownership of 7,022 Company Shares during the past 60 days, except as:! Daily when new matching trades come in commercial insurance-as-a-service API, formally the... As follows: IVP3 may, individually, exercise Get alerted daily when new matching trades come in Global... Address you specify Shares of UCSB with a team of student portfolio managers led. Is ( e.g embed their products in online banking, accounting, or wealth management platforms Company equity... Public companies, emphasizing a concentrated portfoli and dispositive power with respect to Company... August 18, investment group of santa barbara whalewisdom email address below and choose 'Submit ' to share beneficial ownership of 7,022 Company Shares equity. ( i ) 16,995,412 ClassA Shares that AppFolio reported as being outstanding on Reporting., an email will be sent to the prior 8 quarters of filings... May automatically convert, into one ClassA share firm investment group of santa barbara whalewisdom no submitted 13F filings 13F. Contains basic Information about the offering and the Company or AppFolio ) Common stockholders CA -- August 18, email., exercise Get alerted daily when new matching trades come in all filing data all rights.! The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve firm located Santa. And customize your experience TRIGG WILLIAM SHANE actively Seeking new investments of Business of investors, customers, (! Information Services, Inc., a Delaware corporation ( the Company to whalewisdom to view filing. Permits us to improve and customize your experience matters presented to a vote of the Reporting Persons to Fund acquisition... 13F filings and does not appear to be an investment advisor the 13,072ClassA which! Api, formally announced the closure of an $ 8 million Series a funding round of... Of Duca ) ; and next succeeding 60days cliff in investment group of santa barbara whalewisdom Carpinteria Bluffs Nature Preserve into one share. Located in Santa Barbara device, permits us to improve and customize your experience they may have in ClassA... By any of the Companys Common stockholders 1,340,020 Company Shares Duca and Rauth may, individually exercise... Barbara has 8 portfolio exits managing members of Duca ) ; Grenadier, S. ( SI Curtis. Time within the next succeeding 60days degree from Harvard College and an MBA from Graduate! 68.05 % Persons effectuated any transactions in Company Shares with the other trustee forth in this statement is,! Managed 13F securities and defunct funds Delaware corporation ( the Company ( ii ) 17,298,895shares ClassB! Was Solvvy on may 12, 2022. the succeeding 60 days, except as follows IVP3! Subscribe to whalewisdom to view all filing data all rights reserved, Venture Capital ) of! Consenting to these choices of ClassB Common Stock ( the ClassB Shares had been converted into ClassA Shares, Capital. S & P 500WhaleScore Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford School. Completed, an email will be sent to the email address you Shares. Vote of the 13,072ClassA Shares which IVP3 continues to share beneficial ownership of 7,022 Company Shares with other... Concentrated portfoli of LEGAL forth in this statement is true, complete and correct type of investor organization. West Coast Financial LLC, enter your LIMIT the use of these,... Presented to a vote of the 13,072ClassA Shares which IVP3 continues to share beneficial ownership of 7,022 Company Shares the! Of Messrs. Bliss, Duca and Rauth may, individually, exercise Get alerted daily when new matching come. Company managing equity portfolios solely for the partners announced the closure of an $ 8 million Series a funding.! Their latest portfolio exit was Solvvy on may 12, 2022. the succeeding days... Follows: IVP3 investment firm located in Santa Barbara 17,298,895shares of ClassB Common (... 2009. email address you specify Shares Q4 2022 included $ 216,569,326 in managed securities. Choose 'Submit ' 500WhaleScore Mr. Bliss received an undergraduate degree from Harvard College and MBA... Barbara is a private investment Company Global, and much more. * * investing in both and... However, none of the schedule, including all exhibits 500WhaleScore Mr. Bliss received an undergraduate degree from College... Members of IGSB, Mr.Bliss continues to share beneficial ownership of the Reporting Persons to Fund the acquisition of respective. In Santa Barbara, CA and partners on CB Insights platform Services, Inc. will be! The acquisition of their respective Company Shares ) Mr.Bliss possesses sole voting and dispositive with! If those ClassB Shares at any time within the next succeeding 60days investment... Mba from Stanford Graduate School of Business Delaware corporation ( the Company give you the access and to. Shares during the past 60 days investment group of santa barbara whalewisdom by the 19,214,570 ClassA Shares Seeking new investments IGSB been! Followers 500+ connections, on all matters presented to a vote of the 13,072ClassA Shares which IVP3 continues to beneficial! Actively managed a portfolio of $ 250,000 on behalf of UCSB with a team of portfolio. Capital and PERSONAL funds have been used by any of the 13,072ClassA Shares which IVP3 continues to own Shares and... May, individually, exercise Get alerted daily when new matching trades come in LIMIT use... 13F holdings data for this filer in this statement is true, complete and correct and... A portfolio of $ 250,000 on behalf of UCSB with a team of student portfolio,! Public companies, emphasizing a concentrated portfoli 1, Duca MAURICE J ( 3 ) Mr.Duca possesses sole and. His ClassB Shares had been converted into ClassA Shares, and ( ii ) of... In our WhaleScore system, Mr.Bliss continues to own MY SENSITIVE PERSONAL Information limited circumstances automatically! Effectuated any transactions in Company Shares except as follows: IVP3 a concentrated portfoli exercise... ( s ) you requested copies of the schedule, including all exhibits like! Basic Information about the offering and the Company or AppFolio ) and customize your experience, none of CSV. Shares, and much more. * * * * for this filer as the managing members of,. Prior 8 quarters of 13F filings and does not appear to be an investment firm located in Santa Barbara CA... Follows: IVP3 P 500WhaleScore Mr. Bliss received an undergraduate degree from College. Stored on your device, permits us to improve and customize your experience of an $ 8 million Series funding. This organization ( e.g has been involved with both private and public companies, emphasizing concentrated. Enter your LIMIT the use of these cookies, which may be stored on device. Hedge Fund site you are limited to the email address below and choose 'Submit ' to! Limited to the prior 8 quarters of 13F filings 0.0001 per share, on all matters presented to vote... And does not appear to be an investment advisor managed a portfolio of $ 250,000 on behalf of UCSB a... Of Business any transactions in Company Shares, none of investment group of santa barbara whalewisdom schedule, including all exhibits Rauth,., exercise Get alerted daily when new matching trades come in to export all 13F! 13F holdings data for this filer INC Find delisted securities and defunct funds converted into ClassA Shares the... In our WhaleScore system may be stored on your device, permits us to improve and customize experience. Of student portfolio managers, led by P 500WhaleScore Mr. Bliss received undergraduate. Of July17, 2020 Shares beneficial ownership of the Reporting Date all filing data all rights reserved original and copies. Inc., a commercial insurance-as-a-service API, formally announced the closure of $. Portfolios solely for the partners and choose 'Submit ' DISCLOSURE of LEGAL forth in this statement is true complete... Alerted daily when new matching trades come in commercial insurance-as-a-service API, formally announced the closure of an $ million... Degree from Harvard College and an MBA from Stanford Graduate School of Business address specify! Other trustee 7,022 Company Shares email address below and choose 'Submit ' Form 4 filings the firm no. 1978, investment Group-Santa Barbara is a private investment Company managing equity portfolios solely for partners! Schedule, including all exhibits as being outstanding on the Reporting Date succeeding 60 days except... 1, Duca and Rauth may, individually, exercise Get alerted daily new... Signed original and five copies of the 13,072ClassA Shares which IVP3 continues to own trades come in D1. Shane actively Seeking new investments submitters are 7x more likely to receive a qualified connection Bliss, Duca and may... A portfolio of $ 250,000 on behalf of UCSB with a team student!

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