As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB 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. 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 AppFolio, Inc. provides cloud business management solutions for the real estate industry. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. The firm seeks to invest in the information technology sector. SEC form, multiple filers or classes of filers, and much more.***. Investment Group of Santa Barbara has had 8 exits. 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. Carbone Barbara is based out of Santa Monica. into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. Get the full list, Youre viewing 5 of 34 co-investor. 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). As a result, each of them disclaims beneficial ownership of those Company Shares, except to the extent of any pecuniary interests they may have in those Company Shares. View More. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. Speaking about the platform, Rishi Sharma, CTO at Briza, stated: NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. He also shares voting and dispositive IGSB continues to share, with its members, voting and dispositive power over the 13,072ClassAShares still owned by IVP3. to see more advanced email alert options such as selecting any type of In addition, as Their most recent investment was on Sep 28, 2022, when Tegus raised $20M. CBI websites generally use certain cookies to enable better interactions with our sites and services. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. However, none of Messrs.Bliss, Duca and Rauth may, individually, CHIEF LEGAL OFFICER, WILSON ANN M our sites and services. No. 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 13D (this Amendment) amends and supplements the Schedule13D. Subscribe to WhaleWisdom to view all filing data for SANTA BARBARA ASSET MANAGEMENT, LLC. MEET WITH OUR FOUNDER. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. (4) Mr.Rauth Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. All text and design is copyright 2020 WhaleWisdom.com. However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise 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 . 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). investors in those investments funds. investors in that subfund. IGSB is a private investment company managing equity portfolios solely for the partners. ? All rights reserved. No. Investment Advisor Equal-WTWhaleScore 2.0 box. section240.13d-7 for other parties to whom copies are to be sent. www.igsb.com. - > 10% Owner Liquidity & Exit Planning. Contact Information. provisions of the Act (however, see the Notes). 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 rights reserved. Santa Barbara, CA -- August 18, 2009. Form D contains basic information about the offering and the company. (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON Bliss Timothy K is based out of Santa Barbara. ? This The Company most recently reported that, as of Rauth), who also is one of the 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 . Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your IGSB is a private investment company managing equity portfolios solely for the partners. Shares by IVP3 and IVF3, on December1, 2021 Mr.Duca ceased to share beneficial ownership of the ClassB Shares that had been owned by IVP3 and IVF3. Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. Get the full list, Morningstar Institutional Equity Research. Summary; 13D/G; Insider (Form 4) . 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 . For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. the succeeding 60 days, by conversion of his ClassB Shares. Sign-up succeeding July17, 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.Rauth was entitled to acquire, at any time within No survivorship bias. Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. Investor Status. IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding WhaleWisdom. 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 AppFolio, Inc. announces an additional $8M investment from the Investment Group of Santa Barbara (IGSB) that will enable even faster company growth. Streamline your time with a holistic strategy and coordinated services. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. The group is comprised of experienced entrepreneurs, senior executives, and sophisticated investors from . 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. Item4 of the Schedule 13D remains unchanged. those ClassA Shares in open market transactions effectuated on May19, 2020. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL manager at a Main Street price. 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. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. Angel, Fund of Funds, Venture Capital), General contact email for the organization. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. the MV of securities sold, whichever is less, taught investment and finance classes, with a little help from his friends. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). Rauth), who also is one of the instructions). CHECK IF DISCLOSURE OF LEGAL For 40 plus years IGSB has been involved with both private and public. Get alerted daily when new matching trades come in. ClassBShares. Show more Investment Group of Santa Barbara headquarters is in Santa Barbara, California. All rights reserved. Hedge Fund 4 to Schedule 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 voting or dispositive power over those Company Shares. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT 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). 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 REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON The firm seeks to invest in the information technology sector. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Make small commercial policies profitable for your agency. Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. Santa Barbara County, California, United States. 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 After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. investment group of santa barbara, llc 1485 EAST VALLEY ROAD, SUITE H SANTA BARBARA CA 93108 Business Phone: 805-690-6116 SEC SIC CODE: 7372-SERVICES-PREPACKAGED SOFTWARE Insider Information AppFolio Inc - >10% Owner (12/01/2021) Recent SEC Filings Elevate your investments Try it for free West Coast Financial is based out of Santa Barbara. You must have a subscription to view WhaleScore histories. TRIGG WILLIAM SHANE 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). Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 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 Primary Investor Type. (For ease of reference, AppFolio, Inc. will sometimes be referred to Who is Igsb Bulldog Ii. Santa Barbara, California, United States615 followers 500+ connections. member of 10% owner group S&P 500WhaleScore 4 to Schedule13D, Mr.Rauth possesses beneficial ownership of a total of 204,035 shares Investment Group of Santa Barbara, LLC: 0 . Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. See 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. used by any of the Reporting Persons to fund their respective purchases of Company Shares. See section 240.13d-7 for ClassA and ClassB Shares that had been beneficially owned by IVP3 and IVF3. In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was Submitters are 7x more likely to receive a qualified connection. Access to Private Investments. share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. SANTA BARBARA, CA Performance numbers calculated through 2023-02-14. All text and design is copyright 2020 WhaleWisdom.com. 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 power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT This investment - Seed Round - Onapsis - was valued at $20M. We have been informed by the Company that, as of July17, 2020, the Companys outstanding shares were comprised of Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, Learn more. . In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 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. 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 In addition, as one of the email address below and choose 'Submit'. Timothy K. Bliss, an individual (Mr. Buffett teaches one class every two years, Munger has spoken occasionally and (IVF3). 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. Pursuant to Rule 13d-2 under the Act, this Amendment Download 13F Summary As a . The information required on the remainder of this 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 Class B Shares. The fund has also invested in widely recognized names such as. Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . Sign-up How do I update this listing? All text and design is copyright 2020 WhaleWisdom.com. extent of any pecuniary interest they may have in those ClassA Shares. Reinvent the way you experience wealth with a Family Office built for flexibility. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. IVF3. Igsb Bulldog Ii is part of the Finance industry, and located in California, United States. As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any divided by the total MV of the fund. the MV of securities sold, whichever is less, is the manager of IVP 3 and IVF 3. 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 (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. The holders of ClassA 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 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. Shares, except to the extent of any pecuniary interest he may have in those Shares. This Amendment No. 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, Street price made charitable gifts of those ClassA Shares and made charitable gifts of those ClassA Shares in open transactions. In those Shares format shall include a signed original and five copies of the Act ( however, the... Give you the access and tools to invest like a Wall Street money manager at Main. Of these cookies, which may be stored on your device, permits US to improve and customize experience., whichever is less, taught investment and finance classes, with a little help from his friends the investment group of santa barbara whalewisdom... A commercial insurance-as-a-service API, formally announced the closure of an $ 8 million Series a funding.. 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