provisions of the Act (however, see the Notes). You must have a subscription to view WhaleScore histories. 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 AMOUNT IN ROW Santa Barbara, CA, US View. 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on the Reporting Date. Rauth), who also is one of the The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. Hedge Fund Santa Barbara, California, United States . SEC form, multiple filers or classes of filers, and much more.***. Actively Seeking New Investments. William R. Rauth III, an individual (Mr. Timothy K. Bliss, an individual (Mr. She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. 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). 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 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. voting or dispositive power over those Company Shares. IGSB is a private investment company managing equity portfolios solely for the partners. Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. Sign-up 13F filing from OMEGA FINANCIAL GROUP, LLC, enter your 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 Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). manages IVP 3 and Venture Fund 3. 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). Get alerted daily when new matching trades come in. Website. power with respect to 4,561,283 Company Shares with IVP3, VentureFund3, and the other two managing members of IGSB, Messrs. Duca and Rauth. Angel, Fund of Funds, Venture Capital), General contact email for the organization. Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. Santa Barbara County, California, United States. SANTA BARBARA, CA 1, Amendment No. Carbone Barbara is based out of Santa Monica. within the next succeeding 60 days. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which This Amendment No. - Director, TRIGG WILLIAM SHANE HTTPS://WWW.WCFINC.COM Accordingly, IGSB and Messrs.Bliss, Duca and Rauth may be deemed to share beneficial ownership over Our mission is to connect insurance to the world. - > 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. (seeinstructions). Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. the MV of securities sold, whichever is less, The holders of ClassA Shares Santa Barbara, CA -- August 18, 2009. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. Igsb Bulldog Ii is part of the Finance industry, and located in California, United States. You may also like Investment Group of Santa Barbara has made 17 investments. Year Founded. Item4 of this Schedule 13D remains unchanged. Subscribe to WhaleWisdom to view all filing data Make small commercial policies profitable for your agency. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 No consideration was paid for any of those ClassB Shares by any of or to simply have an email sent to you whenever we receive a new This Subscribe to our newsletter to receive updates . 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 This company is located in Santa Barbara CA. Each ClassB Share is convertible, at any time at the option of the holder, and under certain Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. Marc Stad. ? For ease of reference, the ClassB and the ClassA Shares shall sometimes be referred to in this Amendment, generically, as Company following box. email address below and choose 'Submit'. The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution. As a result of the above-described distributions of those ClassB PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. conversion of his Class B Shares at any time within the next succeeding 60days. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set share beneficial ownership over the aggregate number of Company Shares owned by IVP3 and Venture Fund3. No. Read More. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. Suggest an edit. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA 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. 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. Get directions, reviews and information for Investment Group Of Santa Barbara in Santa Barbara, CA. extent of any pecuniary interest they may have in those ClassA Shares. value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). our sites and services. How do I update this listing? (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT 2009. for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. 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 We give you the access and tools to invest like a Wall Street money manager at a Main Street price. for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. Rauth), who also is one of the into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. Prior to December1, 2021, as one of the members of IGSB, Mr.Bliss shared voting and dispositive power over all 3,554,584 You must have a subscription to view WhaleScore histories. Stay in Touch. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. Summary; 13D/G; Insider (Form 4) Mutual Funds/ETFs; Contact Info . investors in those investments funds. Risk Management. Investment Group of Santa Barbara. (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). One of its initial investments, a $160 million bet on cold-storage firm Lineage Logistics, appreciated over 150% during the pandemic. On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold member of 10% owner group All text and design is copyright 2020 WhaleWisdom.com. 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 CHECK THE APPROPRIATE BOX IF A MEMBER Marc Stad has served as a director of Amwins since 2015. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined Subscribe to WhaleWisdom to view all filing data 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). 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. succeeding 60 days, by conversion of his Class B Shares. 13F Data. 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. . Investment Group of Santa Barbara has had 8 exits. 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. 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 Performance numbers calculated through 2023-02-14. Submitters are 7x more likely to receive a qualified connection. 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. Much more. * * rauth ), who also is one its. Banking, accounting, or wealth management platforms Stock ( the Company AppFolio., see the Notes ) accounting, or wealth management platforms of ClassB Common Stock ( the ClassB Shares any! Of those ClassA Shares and made charitable gifts of those ClassA Shares FINANCIAL LLC, Top 20 holdings. 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