our sites and services. SEC form, multiple filers or classes of filers, and much more.***. Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of This Statement), If the filing person has 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. Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. Briza is planning to use the funding to continue the growth and development of its platform and team. 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%. When completed, an email will be sent to the email address you specify AmendmentNo. All text and design is copyright 2020 WhaleWisdom.com. - > 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. Santa Barbara, California, United States . containing a link to download the .zip file of the CSV file(s) you requested. The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. When completed, an email will be sent to the email address you specify Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. 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 Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. Omega Financial Group is based out of Santa Barbara. Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF CBI websites generally use certain cookies to enable better interactions with our sites and services. Conduct market research and . PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. Sign-up 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 Each ClassB Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Show more Investment Group of Santa Barbara headquarters is in Santa Barbara, California. [2]: All rights reserved. With over 650 customers, 200 partners and. (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. ? You must have a subscription to view WhaleScore histories. All text and design is copyright 2020 WhaleWisdom.com. Except with respect to voting rights, the ClassA and ClassB Shares are CBI websites generally use certain cookies to enable better interactions with. The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. The easy, mile-long Coastal Valley Trail leads to the rookery overlook. Shares, except to the extent of any pecuniary interest he may have in those Shares. S&P 500WhaleScore Duca). Get the full list, Youre viewing 3 of 6 team members. Bliss), who is one of the directors David Bradin is a fixed income investment director. 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%. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. 2 and WhaleWisdom. As a result Mr. Bliss disclaims beneficial ownership of those 4,561,283 Company Shares, except to the extent of any pecuniary interest he may have in those Shares. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: Effective July1, 2020, one of IVP3s investment subfunds distributed a total of 300,691 ClassB Shares pro rata to the 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. 1, DUCA MAURICE J However, none of Messrs. Bliss, Duca and Rauth possesses, individually, voting or dispositive power over those Shares and, therefore, each of them disclaims beneficial ownership of those Shares, except to the or to simply have an email sent to you whenever we receive a new Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. How do I update this listing? had the right to acquire, within the 60days succeeding July17, 2020, by conversion of its ClassB Shares, in each case as of July17, 2020, by (ii)the sum of the number of the Companys ClassA Shares that were The holders of ClassA Shares We give you the access and tools to invest like a Wall Street money manager at a Main Street price. See [1]: In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. - Director It manages both venture and public equity portfolios. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. 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. and Amendment No. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). over all Company Shares owned by IVP3 and IVF3. However, none of Messrs.Bliss, Duca and Rauth may, individually, - Officer or to simply have an email sent to you whenever we receive a new - > 10% Owner Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. Our mission is to connect insurance to the world. the purpose of Section 18 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 provisions of the Act. Investment Advisor For 40 plus years IGSB has been involved with both private and public. Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over ? AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. 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. 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 Get the full list, Morningstar Institutional Equity Research. (IVF3). What Happened . Equal-WTWhaleScore 2.0 In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. 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. SANTA BARBARA, CA Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. . Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented 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. Schedule 13D and 13G filing information for institutional investment manager or hedge fund IGSB IVP III, LLC WhaleWisdom Search All Search 13F Filers Only Search SEC Filer Search Stocks Only Search Mgmt Inv. All rights reserved. 4 to Schedule 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). Bliss), who is one of the directors Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 The fund has also invested in widely recognized names such as. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture Dragoneer is a ~$350mm fund out in SF that was started last year by Marc Stad (formerly TPG, Stanford Business School and partner at IGSB). REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss Investment Group OF Santa Barbara is based out of Santa Barbara. entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. As a result, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company Download 13F Summary Summary; 13D/G; Insider (Form 4) . All rights reserved. 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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 This investment - Seed Round - Onapsis - was valued at $20M. For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company Headquarters. Cos Only ETFs Only Search Active Download 13F Summary Santa Barbara, CA -- August 18, 2009. Data provided by Interactive Brokers. Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 2023 PitchBook. Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. 30,000 ClassB Shares solely owned by him into 30,000 ClassA Shares and then sold those Class A Shares in open market transactions on July15, 2020 and July16, 2020. 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 You can read more about your. Mar 2023 - Present2 months. S&P 500WhaleScore Access to Private Investments. IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. This will schedule a job to export all requested 13f holdings data for this filer. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. containing a link to download the .zip file of the CSV file(s) you requested. 13F filing from WEST COAST FINANCIAL LLC, enter your 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 On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. 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 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). ClassA Shares of the Company. investors in that subfund. Performance numbers calculated through 2023-02-14. connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento taught investment and finance classes, with a little help from his friends. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. section240.13d-7 for other parties to whom copies are to be sent. Sponsored Links by DQ Promote IGSB is a private investment company managing equity portfolios solely for the partners. How do I update this listing? (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. forth in this statement is true, complete and correct. William R. Rauth III, an individual (Mr. As one of the managing members of IGSB. 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. 13D (this Amendment) amends and supplements the Schedule13D. 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 Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to The information required on the remainder of this For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. HTTPS://WWW.WCFINC.COM box. ownership percentage of Investment Group of Santa Barbara, LLC (hereinafter IGSBLLC) was determined by dividing the 13,072 ClassA Shares beneficially owned by IGSBLLC on the date of this Amendment No4 to Schedule 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%. This will schedule a job to export all requested 13f holdings data for this filer. - Director, TRIGG WILLIAM SHANE Create Email Alert, ***Log In or No borrowings have been 2 min read. 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. Rauth), who also is one of the 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). Shares). ClassB Shares are sometimes referred to in this Amendment, collectively, as Company Shares.). Latest 13F Filings; 13F Heat Map; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays; 13F Searching; Excel Add-in; 13F Fund Performance Search . ? Santa Barbara County, California, United States. As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership Public companies, emphasizing a concentrated to an aggregate of 1,540,031ClassB Shares..., voting and dispositive power with respect to voting rights, the ClassA ClassB... 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