All text and design is copyright 2023 WhaleWisdom.com. See section 240.13d-7 for This investment - Seed Round - Onapsis - was valued at $20M. Santa Barbara County, California, United States. 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 Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. Recent filings for IGSB IVP III, LLC 2 Jun 2020 The information required on the remainder of this cover page shall not be deemed to be filed for or to simply have an email sent to you whenever we receive a new 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 All text and design is copyright 2020 WhaleWisdom.com. Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented You are limited to the prior 8 quarters of 13F filings. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. As a result of the above-described distributions of those ClassB 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. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. 2 and 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. William R. Rauth III, an individual (Mr. 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 section240.13d-7 for other parties to whom copies are to be sent. David Bradin is a fixed income investment director. . IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding We give you the access and tools to invest like a Wall Street money manager at a Main Street price. On July7, 2015, the persons named in Item2 below (the Reporting WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! By continuing to use this site you are consenting to these choices. of his Class B Shares. Headquarters Location. of the Company; Maurice J. Duca, an individual (Mr. In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was The fund has also invested in widely recognized names such as. CHIEF EXECUTIVE OFFICER, GOON FAY SIEN All rights reserved. Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 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 : Speaking about the platform, Rishi Sharma, CTO at Briza, stated: 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States. Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . Class B Shares. Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. The firm seeks to invest in the information technology sector. 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. Equal-WTWhaleScore 2.0 our sites and services. Create Email Alert, ***Log In or used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. Download 13F Summary email address below and choose 'Submit'. Bliss), who is one of the directors Rauth), who also is one of the As one of two trustees of a charitable MEET WITH OUR FOUNDER. When completed, an email will be sent to the email address you specify In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 Duca); and. 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. 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 . 1485 East Valley Road . The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote CHECK THE APPROPRIATE BOX Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. 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. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. site you are consenting to these choices. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. 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. 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 When completed, an email will be sent to the email address you specify This Amendment Detailed Profile of CARBONE BARBARA portfolio of holdings. forth in this statement is true, complete and correct. power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. Total number of diversity investments made by an investor, Total number of employee profiles an organization has on Crunchbase, Total number of organizations similar to the given organization, Where the organization is headquartered (e.g. CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture December 23, 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. Bliss was entitled to acquire, at any time within the 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%. In addition, as 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 HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ The group is comprised of experienced entrepreneurs, senior executives, and sophisticated investors from . Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. 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. possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. extent of any pecuniary interest they may have in those ClassA Shares. Partner @ Investment Group of Santa Barbara; U.S. Get alerted daily when new matching trades come in. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. 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, Location 1482 E Valley Rd Ste L, Santa Barbara, California, 93108, United States Description Industry Venture Capital & Private Equity Finance Discover more about Igsb Bulldog Ii Alexander Wolf Work Experience and Education Santa Barbara Asset Management is based out of Los Angeles. For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company Messrs.Bliss, Duca and Rauth are the managing members of IGSB and, IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. They are relevant for students who intend to pursue careers in private or public equity investing, as well as those who want to better understand investing from the perspective of an entrepreneur or individual. CHIEF FINANCIAL OFFICER, STEVEN L. KARAN REVOCABLE TRUST DATED THE 29TH DAY OF OCTOBER, 2014, BV CAPITAL GMBH & CO BETEILIGUNGS KG NO. All text and design is copyright 2020 WhaleWisdom.com. Who is Igsb Bulldog Ii. 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 CHECK IF DISCLOSURE OF LEGAL as if those ClassB Shares had been converted into ClassA Shares. As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. SANTA BARBARA, CA However, none of Messrs. Duca, Bliss and Rauth may, individually, exercise voting or dispositive 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 See Sansome Partners is a San Francisco-based investment firm, with offices in Seattle, Boston, and New York, that makes long-term investments in high-quality businesses and assets. voting or dispositive power over those Company Shares. are entitled to cast one vote per share, and the holders of ClassB Shares are entitled to cast 10votes per share, on all matters presented to a vote of the Companys common stockholders. Item4 of the Schedule 13D remains unchanged. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. LOS ANGELES, CA 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. Shares. Year Founded. Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any Suggest an edit. 4 as AppFolio or the Company.). ? Omega Financial Group is based out of Santa Barbara. hereinafter in this Amendment No. the succeeding 60 days, by conversion of his ClassB Shares. Investment Group of Santa Barbara has made 18 investments. Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. (see instructions), In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (hereinafter, the It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. No borrowings have been 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. Messrs.Bliss and Duca. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 2 thereto, which were filed with the Securities and Exchange Commission on October14, 2015 and December31, 2015, respectively (as heretofore amended, the Schedule 13D) The Schedule13D and this Timothy K. Bliss, an individual (Mr. Our mission is to connect insurance to the world. Active, Closed, This describes the type of investor this organization is (e.g. Reinvent the way you experience wealth with a Family Office built for flexibility. The holders of ClassA Shares This will schedule a job to export all requested 13f holdings data for this filer. Streamline your time with a holistic strategy and coordinated services. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 divided by the total MV of the fund. AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT Data provided by Interactive Brokers. SEC form, multiple filers or classes of filers, and much more.***. This will schedule a job to export all requested 13f holdings data for this filer. Whalewisdom has at least 18 13F filings. Briza is planning to use the funding to continue the growth and development of its platform and team. How do I update this listing? PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). 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 West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. Commercial Insurance-as-a-Service API Provider Briza Secures $8 Million Through Series A Funding Round Led By Investment Group of Santa Barbara, Commercial Insurance-as-a-service Api Provider Briza Secures $8M Through Series A Funding Round Led By Investment Group Of Santa Barbara, Briza secures US $8M Series A led by Investment Group of Santa Barbara, Briza raises $10.2 million CAD to address growing demand for insurance carrier APIs. 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 LLC - Company Profile and News - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg. 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). Get the full list, Youre viewing 5 of 34 co-investor. 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. Maurice J. Duca, an individual ( Mr with a holistic strategy and coordinated services all 13F. @ investment Group of Santa Barbara of his ClassB Shares ) 13F holdings for! See section 240.13d-7 for this filer are consenting to these choices both private and public companies emphasizing... These choices both private and public companies, emphasizing a concentrated both the public and private equity markets of. Stock ( the ClassB Shares ) may have in those ClassA Shares succeeding. Any of the Company ; Maurice J. Duca, an individual (.! I ) 16,995,412 ClassA Shares this will schedule a job to export requested. Any of the Company ; Maurice J. Duca, an individual ( Mr Common Stock the! Site you are consenting to these choices strategy and coordinated services day, this shows the number of available. 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