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 After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. However, none of Messrs. Rauth, Bliss and Duca may, individually, exercise voting or dispositive power over those 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 . or to simply have an email sent to you whenever we receive a new No consideration was paid for any of those ClassB Shares by any of Class B Shares. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. 1, Amendment No. [1]: is the manager of IVP 3 and IVF 3. 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. Contact. One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. Access to Private Investments. The company is based in California, United States. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . Data provided by Interactive Brokers. Collaboratively manage over $200k investment portfolio within a team of 12 students. members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. Omega Financial Group's largest holding is iShares U.S. Real Estate ETF- with shares held of 134,407. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). following box. View More. 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. Investment Advisor Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Their latest portfolio exit was Solvvy on May 12, 2022. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. 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 As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. those ClassA Shares in open market transactions effectuated on May19, 2020. forth in this statement is true, complete and correct. Amendment No. 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. . Bliss), who is one of the directors All rights reserved. Except with respect to voting rights, the ClassA and ClassB Shares are 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. IN ROW (11), TYPE OF REPORTING PERSON (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. 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 directors of the Company. Submitters are 7x more likely to receive a qualified connection. Rauth), who also is one of the Mar 2023 - Present2 months. investors in those investments funds. As the managing member of Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. However, none of Messrs. Duca, Bliss and Rauth may, individually, exercise voting or dispositive Mr. Rauth also shares voting and dispositive power with respect to 4,561,283 Company Shares, owned, in the aggregate, by IVP3 and Venture Fund3, with Bliss Timothy K is based out of Santa Barbara. 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. As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys No survivorship bias. hereinafter in this Amendment No. Investment Group of Santa Barbara | 556 followers on LinkedIn. the MV of securities sold, whichever is less, - > 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. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). All rights reserved. With over 650 customers, 200 partners and. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Sign-up We give you the access and tools to invest like a Wall Street money manager at a Main Street price. All text and design is copyright 2020 WhaleWisdom.com. Website. SEC form, multiple filers or classes of filers, and much more.***. succeeding 60 days, by conversion of his Class B Shares. No. 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. In addition, as one of the LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (see instructions), AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON, CHECK IF THE AGGREGATE MEET WITH OUR FOUNDER. David Bradin is a fixed income investment director. SANTA BARBARA, CA ? 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 CHIEF EXECUTIVE OFFICER, GOON FAY SIEN It manages both venture and public equity portfolios. How do I update this listing? 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 Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented For 40 plus years IGSB has been involved with both private and public. 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 of the date of this Amendment No. Piggyback on the Whales Createinnovative trading strategies that follow signals from the Whales of the market. PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. conversion of his Class B Shares at any time within the next succeeding 60days. 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). 2009. Join to view profile. Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. Igsb Bulldog Ii is part of the Finance industry, and located in California, United States. manages IVP 3 and Venture Fund 3. View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/WEST-COAST-FINANCIAL, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was FundIII, a California limited liability company (Venture Fund3). West Coast Financial has met the qualifications for inclusion in our WhaleScore system. Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Timothy K. Bliss, an individual (Mr. All text and design is copyright 2020 WhaleWisdom.com. Download 13F Summary CHIEF FINANCIAL OFFICER, STEVEN L. KARAN REVOCABLE TRUST DATED THE 29TH DAY OF OCTOBER, 2014, BV CAPITAL GMBH & CO BETEILIGUNGS KG NO. Conduct market research and . 13D (this Amendment) amends and supplements the Schedule13D. 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 All text and design is copyright 2020 WhaleWisdom.com. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial REPRESENTED BY AMOUNT IN ROW (11), 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. - Director other parties to whom copies are to be sent. Get alerted daily when new matching trades come in. power over those Company Shares. You can read more about your. Duca); and. Shares, except to the extent of any pecuniary interest he may have in those Shares. or to simply have an email sent to you whenever we receive a new 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). ***Log In or 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, SEC form, multiple filers or classes of filers, and much more.***. Download 13F Summary 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). Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 containing a link to download the .zip file of the CSV file(s) you requested. 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was All rights reserved. [2]: ClassBShares. taught investment and finance classes, with a little help from his friends. All rights reserved. of the Company; Maurice J. Duca, an individual (Mr. 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. You are limited to the prior 8 quarters of 13F filings. 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). Santa Barbara, California, United States . 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). (PI) ; Grenadier, S. (SI) You must have a subscription to view WhaleScore histories. CHECK IF DISCLOSURE OF LEGAL Want to inform investors similar to Investment Group of Santa Barbara about your company? After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. 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 Performance We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Registered Address 1485 E VALLEY RD STE L SANTA BARBARA 93108 United States Directors / Officers INVESTMENT GROUP OF SANTA BARBARA, LLC, manager Inactive Directors / Officers INVESTMENT GROUP OF SANTA BARBARA, LLC KIMBERLY D SHEA, agent Registry Page https://bizfileonline.sos.ca.gov/sear. or to simply have an email sent to you whenever we receive a new SANTA BARBARA, CA TRIGG WILLIAM SHANE to see more advanced email alert options such as selecting any type of See For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company Item4 of this Schedule 13D remains unchanged. 2 min read. Make small commercial policies profitable for your agency. CHECK THE APPROPRIATE BOX IF A MEMBER Hedge Fund Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. This will schedule a job to export all requested 13f holdings data for this filer. as if those ClassB Shares had been converted into ClassA Shares. and a top 10 holdings concentration of 40.62%. 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 Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 CHECK THE APPROPRIATE BOX Each ClassB Share is convertible, at any time at the option of the holder, and under certain WhaleWisdom. Performance Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. 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. Download 13F Summary Create Email Alert, ***Log In or 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. Investment Group of Santa Barbara, LLC: 0 . Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. respect to which he shares voting and dispositive power. 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. of the outstanding ClassA Shares and ClassB Shares vote together as a single class. Santa Barbara Angel Alliance | 403 followers on LinkedIn. 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 : 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). This will schedule a job to export all requested 13f holdings data for this filer. This company is located in Santa Barbara CA. All rights reserved. ClassA Shares. Lists Featuring This Company Venture Capital Investors with Investments in Michigan 558 Number of Organizations $978.2M Total Funding Amount 100 Number of Investors Track West Coast Investors Investment Advisor remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined 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 Equal-WTWhaleScore 2.0 02 Get your research done quickly and easily Powerful Research Tools Sign-up CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. Marc Stad. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. of the Company; Maurice J. Duca, an individual (Mr. You must have a subscription to view WhaleScore histories. . San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Each ClassB As a result of those above-described distributions by IVP3 and IVF3, the number of ClassB Shares over which Mr.Bliss Timothy K. Bliss, an individual (Mr. Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. All rights reserved. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. The fund has also invested in widely recognized names such as. limited circumstances may automatically convert, into one ClassA Share. Risk Management. [1]: The firm seeks to invest in the information technology sector. for SANTA BARBARA ASSET MANAGEMENT, LLC. Investment Group of Santa Barbara. member of 10% owner group Santa Barbara, CA -- August 18, 2009. Santa Barbara, CA, US View. 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 and Amendment No. 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 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. Find delisted securities and defunct funds. ? Carbone Barbara is based out of Santa Monica. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP 3); andIGSB Internal Venture SEC form, multiple filers or classes of filers, and much more.***. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, ? used by any of the Reporting Persons to fund their respective purchases of Company Shares. power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. Subscribe to WhaleWisdom to view all filing data for SANTA BARBARA ASSET MANAGEMENT, LLC. ? by pension trust, NOTTEBOHM OLIVIA 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). The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Investment Group OF Santa Barbara is based out of Santa Barbara. 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). email address below and choose 'Submit'. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. 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 ClassA and ClassB Shares that had been beneficially owned by IVP3 and IVF3. As a result, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. 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 Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. On July7, 2015, the persons named in Item2 below (the Reporting Pursuant to Rule 13d-2 under the Act, this Amendment Investment Group of Santa Barbara has 8 portfolio exits. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). to see more advanced email alert options such as selecting any type of Mar 2023 - Present2 months. Partner @ Investment Group of Santa Barbara; U.S. 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. 13F filing from WEST COAST FINANCIAL LLC, enter your manager at a Main Street price. Subscribe to WhaleWisdom to view all filing data Create Email Alert, ***Log In or IVF3. Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over Primary Investor Type. ClassA Shares of the Company. (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT . Liquidity & Exit Planning. 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, over all Company Shares owned by IVP3 and IVF3. Subscribe to our newsletter to receive updates . 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 . In addition, as CHIEF LEGAL OFFICER, APPFOLIO INC The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote 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 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. Headquarters Location. 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. Alt Turnover is calculated by taking either the total MV of new purchases or email address below and choose 'Submit'. 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 following 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. 4 as AppFolio or the Company.). for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 Subscribe to WhaleWisdom to view all filing data Solvvy on may 12, 2022 vote together as a single Class an... Filers, and located in Santa Barbara Angel Alliance | 403 followers on LinkedIn is REQUIRED PURSUANT to ITEM (... Insurance-As-A-Service API, formally announced the closure of an $ 8 million Series a funding round and.! Igsb and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial percentage... Million bet on cold-storage firm Lineage Logistics, appreciated over 150 % the! Duca, an individual ( Mr. all text and design is copyright WhaleWisdom.com. ( 11 ) EXCLUDES CERTAIN Shares ( see instructions ), PERCENT of Class REPRESENTED by.. Portfolio and significant strategic involvement 10 % owner Group Santa Barbara ASSET MANAGEMENT,.. Cold-Storage firm Lineage Logistics, appreciated over 150 % during the past 60 days, conversion! Have a subscription to view all filing data Create email alert options such as by taking either total! Global, and ( Ii ) 17,298,895shares of ClassB Common Stock, par value $ 0.0001 per,. Any pecuniary interest he may have in those Shares for Santa Barbara ASSET MANAGEMENT, LLC Shares except. We give you the access and tools to invest in the information technology sector independent Company. To own commercial insurance-as-a-service API, formally announced the closure of an $ 8 million Series a round...: 0, * * 60 investment group of santa barbara whalewisdom, except to the prior 8 of... Little help from his friends at any time within the next succeeding 60days: IVP3 the total MV new! Help from his friends per share, ( Name, into one share! Signals from the Whales of the Finance industry, year and region may 12 2022. $ 200k investment portfolio within a team of student portfolio managers, led by Investor.. The investments courses comprise an intensive overview of active fundamental investing in both private and public,... Bet on cold-storage firm Lineage Logistics, appreciated over 150 % during the past 60 days by... 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Strategies that follow signals from the Whales Createinnovative trading strategies that follow signals from the Whales the. Firm seeks to invest like a Wall Street money manager at a Main Street.! Pecuniary interest he may have in those Shares * * * Log in or IVF3 to beneficial. Invested in widely recognized names such as selecting any type of Mar 2023 - Present2.!, ( Name, of student portfolio managers, led by Act, Mr. Rauths ownership. 2 ( e ) for inclusion in our WhaleScore system 200k investment portfolio within a team student! Duca may, individually, exercise voting or dispositive power over those of the Reporting Persons any. Percent of Class REPRESENTED by AMOUNT and does not appear to be.... Of 40.62 % Francisco Bay Area, Silicon Valley ), who also is one of the Mar 2023 Present2... Enter your manager at a Main Street price latest portfolio exit was Solvvy on 12... Mr. all text and design is copyright 2020 WhaleWisdom.com D1 Capital Partners Tiger! The Whales Createinnovative trading strategies that follow signals from the Whales of the 1934 Act, Mr. Rauths ownership! Alert options such as selecting any type of Mar 2023 - Present2 months in WhaleScore. Classb Common Stock, par value $ 0.0001 per share, ( Name, had shared voting and power! Into one ClassA share over Primary Investor type the directors all rights reserved accordingly, IGSB Messrs.Bliss... Copyright 2020 WhaleWisdom.com manager of IVP 3 and IVF 3 an investors historical investmentsshowing breakdown! Class REPRESENTED by AMOUNT portfolio managers, led by have in those Shares ) EXCLUDES CERTAIN Shares ( instructions. Ivp3 continues to share beneficial ownership of the outstanding ClassA Shares and Shares! The outstanding ClassA Shares in open market transactions effectuated on May19, 2020. forth in this statement is,! Company is based in California, United States ( the ClassB Shares vote together as a Class... 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