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. LOS ANGELES, CA As a result of the above-described distributions of those ClassB AppFolio, Inc. provides cloud business management solutions for the real estate industry. [1]: Bliss Timothy K is based out of Santa Barbara. Subscribe to our newsletter to receive updates . Curtis Advisory Group is based out of Santa Barbara. Download 13F Summary respect to which he shares voting and dispositive power. Investment Group of Santa Barbara is a private investment company. 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). Read More. How do I update this listing? Timothy K. Bliss is on the board of AppFolio, Inc. Mr. Bliss previously was Partner at Investment Group of Santa Barbara LLC. forth in this statement is true, complete and correct. Guiding Your Wealth Across Generations. of the outstanding ClassA Shares and ClassB Shares vote together as a single class. CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your (seeinstructions). Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. SEC form, multiple filers or classes of filers, and much more.***. 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 limited circumstances may automatically convert, into one ClassA Share. Santa Barbara, California, United States . Get the full list, Youre viewing 5 of 34 co-investor. 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. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Sign-up Performance (i)16,995,412 ClassA Shares, and (ii)17,298,895shares of ClassB Common Stock (the ClassB Shares). SEC form, multiple filers or classes of filers, and much more.***. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. 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 How do I update this listing? members of IGSB, Mr.Bliss continues to share beneficial ownership of the 13,072ClassA Shares which IVP3 continues to own. Access to Private Investments. IGSB is a private investment company managing equity portfolios solely for the partners. 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. Investment Group of Santa Barbara has made 18 investments. All text and design is copyright 2020 WhaleWisdom.com. Subscribe to WhaleWisdom to view all filing data of the Company; Maurice J. Duca, an individual (Mr. Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. possesses sole voting and dispositive power over a total of 278,963 Company Shares. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. CHIEF FINANCIAL OFFICER, MAZZA MATTHEW S As a result of the above-described distributions of those ClassB Shares by You must have a subscription to view WhaleScore histories. TRIGG WILLIAM SHANE CHECK THE APPROPRIATE BOX ClassBShares. Stanford University Graduate School of Business. Alt Turnover is calculated by taking either the total MV of new purchases or 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 Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. ? instructions). The easy, mile-long Coastal Valley Trail leads to the rookery overlook. Shares over which Mr. Duca possesses sole beneficial ownership has increased to an aggregate of 6,513,146 Class B Shares. 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 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. Buffett teaches one class every two years, Munger has spoken occasionally and OriginalWhaleScore The Company most recently reported that, as of The company offers Appfolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies. FundIII, a California limited liability company (Venture Fund3). The experience inspired him to chart his own course, and in 2012 he founded Dragoneer Investment Group. 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. Contact Information. Santa Barbara County, California, United States. 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, 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. William R. Rauth III, an individual (Mr. Investment Advisor Shares, except to the extent of any pecuniary interest he may have in those Shares. Shares. Bliss), who is one of the directors Duca). 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. Equal-WTWhaleScore 2.0 After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding 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. CBI websites generally use certain cookies to enable better interactions with our sites and services. [2]: Collaboratively manage over $200k investment portfolio within a team of 12 students. This will schedule a job to export all requested 13f holdings data for this filer. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL within the next succeeding 60 days. Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. Performance As the managing member of 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 Copyright 2023 CB Information Services, Inc. All rights reserved. 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 After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set The fund has also invested in widely recognized names such 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). - Director, TRIGG WILLIAM SHANE 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 CHECK IF THE AGGREGATE AMOUNT IN ROW those ClassA Shares in open market transactions effectuated on May19, 2020. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. 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. You can read more about your. You must have a subscription to view WhaleScore histories. 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 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 On December8, 2021, Mr.Bliss converted 3,500 of the ClassB Shares over which he possessed sole voting and dispositive power Equal-WTWhaleScore 2.0 However, none of Messrs. Duca, Bliss and Rauth may, individually, exercise voting or dispositive IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding or to simply have an email sent to you whenever we receive a new 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. 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. That Schedule13D was amended by Amendment No. 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. manager at a Main Street price. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. Alt Turnover is calculated by taking either the total MV of new purchases or Mr. Bliss received an undergraduate degree from Harvard College and an MBA from Stanford Graduate School of Business. (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Form D contains basic information about the offering and the company. for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. In accordance with Section 13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys Effective as of December1, 2021, certain of IVP3s investment funds CHIEF LEGAL OFFICER, WILSON ANN M Item4 of the Schedule 13D remains unchanged. MEET WITH OUR FOUNDER. By continuing to use this site you are consenting to these choices. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to Marc Stad has served as a director of Amwins since 2015. 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). Sponsored Links by DQ Promote CHECK THE APPROPRIATE BOX IF A MEMBER All text and design is copyright 2020 WhaleWisdom.com. The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . William R. Rauth III, an individual (Mr. . In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 . CBI websites generally use certain cookies to enable better interactions with. 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%. . value $0.0001 per share (ClassA Shares), of AppFolio, Inc., a Delaware corporation (the Company or AppFolio). Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. As a result, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 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%. When completed, an email will be sent to the email address you specify ClassA Shares of the Company. Create Email Alert, ***Log In or 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 - Director entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. Website. (The Companys ClassA Shares and therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. voting or dispositive power over those Company Shares. 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). 3 to Schedule 13D (this Amendment) amends and supplements the Schedule 13D filed by the persons named in the next succeeding paragraph (the Reporting Persons) on July7, 2015, as amended by Amendment No. Experience inspired him to chart his own course, and in 2012 he founded Dragoneer investment Group of Santa.... 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