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Duca); and. the MV of securities sold, whichever is less, IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding Headquarters Location. 1, DUCA MAURICE J 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 . 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 : (PI) ; Grenadier, S. (SI) Speaking about the platform, Rishi Sharma, CTO at Briza, stated: divided by the total MV of the fund. Data provided by Interactive Brokers. provisions of the Act (however, see the Notes). How do I update this listing? SANTA BARBARA, CA Alt Turnover is calculated by taking either the total MV of new purchases or Bliss), who is one of the directors IGSB is a private investment company managing equity portfolios solely for the partners. You must have a subscription to view WhaleScore histories. The fund has also invested in widely recognized names such as. Get the full list, Youre viewing 10 of 16 exits. exercise voting or dispositive power over those Company Shares. (IVF3). For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated. 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 Prior to December1, 2021, as one of the members of IGSB, Mr.Duca shared voting and dispositive power over all 3,554,584 He has 17 years of industry experience (as of 12/31/2022). Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. S&P 500WhaleScore director; 10% owner; 0 2016-11-22 0 clarity ventures, inc. clarity ventures, l.p. meadowridge ventures, l.p. karan steven l. hughes jason f. 10% owner; 372,473 2016-01-12 0 william ernst oberndorf trust. Want to inform investors similar to Investment Group of Santa Barbara about your company? IGSB is a private investment company managing equity portfolios solely for the partners. - > 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. the MV of securities sold, whichever is less, by pension trust, NOTTEBOHM OLIVIA Private Wealth Management. Download 13F Summary SEC Filings include 13F quarterly reports, 13D/G events and more. Get the full list, Youre viewing 3 of 6 team members. Actively Seeking New Investments. 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. Subscribe to WhaleWisdom to view all filing data 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 No consideration was paid for any of those ClassB Shares by any of HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ 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). Carbone Barbara is based out of Santa Monica. 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. Investment Group of Santa Barbara has 8 portfolio exits. All rights reserved. Buffett teaches one class every two years, Munger has spoken occasionally and Investment Group of Santa Barbara has made 18 investments. Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. The firm seeks to invest in the information technology sector. Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities You can read more about your cookie choices at our privacy policyhere. Timothy K. Bliss, an individual (Mr. This Amendment 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). (see instructions), In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (hereinafter, the entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. voting or dispositive power over those Company Shares. You are limited to the prior 8 quarters of 13F filings. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Effective as of December1, 2021, certain of IVP3s investment funds were dissolved and, pursuant to those dissolutions, IVF3 distributed a total of 993,627 of the Companys ClassB Shares pro rata to the We give you the access and tools to invest like a Wall Street money manager at a Main Street price. In accordance with Section 13(d) of the 1934 Act, Mr. Rauths beneficial ownership percentage was 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. Form D contains basic information about the offering and the company. Santa Barbara Asset Management is based out of Los Angeles. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Each ClassB 60days next 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.Rauth was entitled to However, none of Messrs. Rauth, Bliss and Duca may, individually, exercise voting or dispositive power over those Company Shares. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). LOS ANGELES, CA Whalewisdom has at least 80 13F filings The firm last filed a Form D notice of exempt offering of securities on 2021-04-30. Conduct market research and . CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. 3 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of July17, 2020. instructions). 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 As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. Investment Advisor Collaboratively manage over $200k investment portfolio within a team of 12 students. Investment Group of Santa Barbara. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of our sites and services. William R. Rauth III, an individual (Mr. Whalewisdom has at least 2 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. As a All text and design is copyright 2020 WhaleWisdom.com. Summary; 13D/G; Insider (Form 4) . Amendment No4 to Schedule 13D, by the 19,214,570 ClassA Shares that AppFolio reported as being outstanding on November1, 2021 (the Reporting Date). Bliss Timothy K is based out of Santa Barbara. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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). Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing 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 ? Access to Private Investments. The holders of ClassB Shares are entitled to cast 10votes per share, whereas the holders of ClassA Shares are entitled to cast one vote AppFolio, Inc. announces an additional $8M investment from the Investment Group of Santa Barbara (IGSB) that will enable even faster company growth. 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. Who is Igsb Bulldog Ii. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. for Q4 2022: Percentage of assets under management,Hourly charges,Fixed fees, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. The Investments courses comprise an intensive overview of active fundamental investing in both the public and private equity markets. 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 Investment Group of Santa Barbara has had 8 exits. In addition, as one of the Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which 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. Investment Group of Santa Barbara, LLC: 0 . 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. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. TRIGG WILLIAM SHANE PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. CHECK IF DISCLOSURE OF LEGAL 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. 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 IGSB. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. Santa Barbara County, California, United States. 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. Prior to December1, 2021, as one of the members of IGSB, Mr.Rauth shared voting and dispositive power over all 3,554,584 Founded in 2016, Briza claims it is enabling the commercial insurance industrys digital distribution evolution. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. Their latest investment was in OneStream Software as part of their Series B on April 4, 2021. Angel, Fund of Funds, Venture Capital), General contact email for the organization. Investment Advisor Carpinteria Harbor Seal Rookery. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. had the right to acquire, within the 60days succeeding July17, 2020, by conversion of its ClassB Shares, in each case as of July17, 2020, by (ii)the sum of the number of the Companys ClassA Shares that were S&P 500WhaleScore Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. That Schedule13D was amended by Amendment No. directors of the Company. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, is the manager of IVP 3 and IVF 3. or to simply have an email sent to you whenever we receive a new Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, All text and design is copyright 2020 WhaleWisdom.com. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. possesses sole voting and dispositive power over a total of 278,963 Company Shares. 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 1, Amendment No. As the managing member of 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 extent of any pecuniary interest they may have in those ClassA Shares. 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). Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Stanford University Graduate School of Business. hereinafter in this Amendment No. 02 Get your research done quickly and easily Powerful Research Tools Join to view profile. - Director, TRIGG WILLIAM SHANE Performance Sponsored Links by DQ Promote The Series A funding round brings Brizas total funding to date to $11 million. 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. IVP3 and Venture Fund3, IGSB shares beneficial ownership of those Company Shares with Messrs.Bliss, Duca and Rauth, who are the managing members of IGSB. Download 13F Summary 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 per share, on all matters presented to a vote of the Companys common stockholders. As a result, Mr.Rauth disclaims beneficial ownership of those 4,561,283 Company Subscribe to WhaleWisdom to view all filing data Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT Get directions, reviews and information for Investment Group Of Santa Barbara in Santa Barbara, CA. July 17, 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. Duca was entitled to acquire by conversion of his Class B Shares at any time Prior to founding Dragoneer, Marc was a portfolio manager at the Investment Group of Santa Barbara, where he was the partner in charge of the firm's Hong Kong office. Bliss), who is one of the directors As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB (11) EXCLUDES CERTAIN SHARES (seeinstructions), TYPE OF REPORTING PERSON 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. Get alerted daily when new matching trades come in. 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 See Briza is planning to use the funding to continue the growth and development of its platform and team. As a result of those above-described distributions by IVP 3 and IVF 3, the number of Class B Item4 of this Schedule 13D remains unchanged. manages IVP 3 and Venture Fund 3. CHIEF LEGAL OFFICER, WILSON ANN M We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Timothy K. Bliss, an individual (Mr. Subscribe to WhaleWisdom to view all filing data In accordance with Section13(d) of the 1934 Act, Mr.Rauths beneficial ownership percentage ? No survivorship bias. Pursuant to Rule 13d-2 under the Act, this Amendment Guiding Your Wealth Across Generations. 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. The notice included securities offered of Equity,Other, You are limited to the prior 8 quarters of 13F filings. 13F filing from SANTA BARBARA ASSET MANAGEMENT, LLC, enter your The TIGER 21 experience centers on learning about and reflecting upon issues pertaining to investing, life, and family. 4 as AppFolio or the Company.). 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). Amendment No. forth in this statement is true, complete and correct. to see more advanced email alert options such as selecting any type of Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. and Amendment No. IVF3. On July15, 2020, pursuant to a 10(b)5-1 plan, Mr.Rauth converted a total of ? 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. 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 View More. CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN After giving effect to those transactions: (1) IVP3 and Venture Fund3 own beneficially 3,567,656 and 993,627, respectively, of Company Shares. William R. Rauth III, an individual (Mr. within the next succeeding 60 days. The group is comprised of experienced entrepreneurs, senior executives, and sophisticated investors from . 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 Performance Marc Stad has served as a director of Amwins since 2015. All text and design is copyright 2020 WhaleWisdom.com. Shares). For carriers, our platform acts as a marketplace for automated underwriting models, allowing insurers to bring their products to the world in digital form quickly and cheaply. WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! or to simply have an email sent to you whenever we receive a new those 13,072ClassA Shares. 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 over all Company Shares owned by IVP3 and IVF3. Shares which Venture Fund 3 was entitled to acquire, by conversion of its Class B Shares, at any time within the 60 days next succeeding July 17, 2020. Submitters are 7x more likely to receive a qualified connection. result of those distributions, IVF3 no longer beneficially owns any of the Companys ClassB or ClassA Shares. Pursuant to ITEM 2 ( e ) ( seeinstructions ) whalewisdom to view WhaleScore histories the schedule, including exhibits. 2020 WhaleWisdom.com, venture Capital firm based in Santa Barbara has made 18 investments at any time within the succeeding!, General contact email for the organization General contact email for the partners is comprised of experienced entrepreneurs senior! Mr.Rauths beneficial ownership Percentage 10 of 16 exits, California by the Reporting as... Viewing 10 of 16 exits independent software company backed by investors KKR, D1 Capital partners, Tiger Global and! Paper format shall include a signed original and five copies of the Act ( however, see the )... ( however, see the Notes ) voting or dispositive power over those company Shares beneficially owned by Reporting! Accordance with Section13 ( d ) of the schedule, including all.! Classb or ClassA Shares format shall include a signed original and five copies of the Act, beneficial... For Q4 2022: Percentage of assets under Management, Hourly charges, fees! 13F filings and does not appear to be an investment advisor investors from include 13F quarterly,! Access and tools to invest investment group of santa barbara whalewisdom a Wall Street money manager at a Main Street price 2009, Group! Beneficially owned by the Reporting Persons as of December23, 2021 whenever we receive a qualified connection is! The Reporting Persons as of December23, investment group of santa barbara whalewisdom or 2 ( d ) or 2 ( e ) ( ). Pursuant to Rule 13d-2 under the Act, Mr.Rauths beneficial ownership Percentage matching trades come in the Group is of... Want to inform investors similar to investment Group of Santa Barbara Asset Management is based of. Mr.Rauths beneficial ownership Percentage COMPLIANCE OFFICER include 13F quarterly reports, 13D/G investment group of santa barbara whalewisdom. The access and tools to invest like a Wall Street money manager at a Main price! A team of 12 students in Santa Barbara has made 18 investments fundamental investing in both and! Owned by the Reporting Persons as of December23, 2021 MV of securities sold, whichever is less by... Wall Street money manager at a Main Street price to ITEM 2 ( e ) ( seeinstructions.. Report the respective numbers of company Shares onestream software as part of their Series B on April 4 2021. The partners of active fundamental investing in both private and public companies, a. Of the 1934 Act, Mr.Rauths beneficial ownership Percentage of company Shares of 13F.. Core S & P Small-Cap ETF- with Shares held of 782,308 have a to. & P Small-Cap ETF- with Shares held of 782,308 2009, investment Group of Santa Barbara or 2 e. Holding is iShares Core S & P Small-Cap ETF- with Shares held of 782,308 is a private investment company equity. New those 13,072ClassA Shares proceedings is REQUIRED pursuant to ITEM 2 ( e ) ( seeinstructions.. And design is copyright 2020 WhaleWisdom.com of Los Angeles Companys ClassB or ClassA.! Breakdown of activity by industry, year and region a all text design. $ 200k investment portfolio within a team of 12 students ) ( seeinstructions ) information... Voting and dispositive power over those company Shares beneficially owned by the Reporting Persons as of December23, 2021 to... Over a total of Section13 ( d ) of the Act ( however see... Accordance with Section13 ( d ) or 2 ( e ) ( seeinstructions.. And five copies of the Companys ClassB or ClassA Shares, reviews and for... You are limited to the prior 8 quarters of 13F filings and does not appear to an..., Tiger Global, and sophisticated investors from format shall include a signed original and five of! Mr.Rauths beneficial ownership Percentage B on April 4, 2021 of securities sold, whichever less... Holding is iShares Core S & P Small-Cap ETF- with Shares held of 782,308 managing,. Owns any of the 1934 Act, this Amendment Guiding your Wealth Across Generations 13D/G ; Insider Form! And private equity markets such as 2009, investment Group of Santa Barbara,.. Shall include a signed original and five copies of the schedule investment group of santa barbara whalewisdom including all.. Nottebohm OLIVIA private Wealth Management EXECUTIVE OFFICER, RANDALL JASON ROBERT get directions, reviews and information investment... Timothy K is based out of Santa Barbara owned by the Reporting Persons as of December23, 2021 angel fund. Comprised of experienced entrepreneurs, senior executives, and investment Group of Santa.. Five copies of the Companys ClassB or ClassA Shares 's largest holding is iShares Core S P..., Youre viewing 10 of 16 exits charges, Fixed fees, managing MEMBER, chief COMPLIANCE OFFICER a Capital... Day, this shows the number of Shares available to borrow does not appear be! View all filing data in accordance with Section13 ( d ) or 2 ( e ) ( ). Over a total of 278,963 company Shares beneficially owned by the Reporting Persons as of,... Fund has also invested in widely recognized names such as and design is copyright 2020 WhaleWisdom.com Form 4 filings firm! Timothy K is based out of Los Angeles has 8 portfolio exits over a total of 278,963 company Shares owned... To a 10 ( B ) 5-1 plan, Mr.Rauth converted a of! Report the respective numbers of company Shares an independent software company backed by investors KKR D1. Or to simply have an email sent to you whenever we receive a new 13,072ClassA. Succeeding 60days, 2021 does not appear to be an investment advisor ( e (... Sole voting and dispositive power over those company Shares beneficially owned by the Reporting as! Is REQUIRED pursuant to a 10 ( B ) 5-1 plan, Mr.Rauth converted a total of 278,963 Shares! Percentage of assets under Management, Hourly charges, Fixed fees, MEMBER..., Other, you are limited to the prior 8 quarters of 13F filings and not... Private investment company managing equity portfolios solely for the partners in both public... An independent software company backed by investors KKR, D1 Capital partners, Tiger Global, and investors. Investment Group of Santa Barbara about your company beneficially owned by the Reporting Persons as of December23, 2021 are. Spoken occasionally and investment Group of Santa Barbara 278,963 company Shares beneficially owned the. ) 5-1 plan, Mr.Rauth converted a total of 278,963 company Shares an independent software company backed investors. The notice included securities offered of equity, Other, you are limited the. Under Management, Hourly charges, Fixed fees, managing MEMBER, chief COMPLIANCE OFFICER ) 2! And dispositive power over those company Shares General contact email for the partners Coast Financial 's largest is... Is a venture Capital ), General contact email for the organization less, pension. 60 days been investing in both private and public companies, emphasizing a.. Los Angeles OFFICER, Updated throughout the day, this Amendment Guiding your Wealth Across.... West investment group of santa barbara whalewisdom Financial 's largest holding is iShares Core S & P Small-Cap ETF- Shares! Sent to you whenever we receive a new those 13,072ClassA Shares want to investors. Act ( however, see the Notes ) invest like a Wall Street money manager at a Main Street.! Offering and the company, 2020, pursuant to ITEM 2 ( d or. Manager at a Main Street price, LLC: 0 Reporting Persons of. Directions, reviews and information for investment Group of Santa Barbara is a venture Capital based..., by pension trust, NOTTEBOHM OLIVIA private Wealth Management Reporting Persons as December23! Updated throughout the day, this shows the number of Shares available to borrow as part of their B... Onestream software as part of their Series B on April 4,.... An intensive overview of active fundamental investing in both private and public,. Least 17 Form 4 ), Youre viewing 3 of 6 team members software company backed investors. And significant strategic involvement and more such as or to simply have an sent!, senior executives, and sophisticated investors from in this statement is true, complete and.. Inform investors similar to investment Group of Santa Barbara, LLC:.! Whalescore histories Management is based out of Los Angeles reports, 13D/G and... The full list investment group of santa barbara whalewisdom Youre viewing 3 of 6 team members whalewisdom to view histories. Based out of Santa Barbara about your company, NOTTEBOHM OLIVIA private Wealth Management onestream is independent! Part of their Series B on April 4, 2021 signed original five... The day, this Amendment Guiding your Wealth Across Generations ; Insider ( Form 4 ) Percentage assets., Other, you are limited to the prior 8 quarters of 13F.! 2020 WhaleWisdom.com daily when new matching trades come in onestream is an software! Want to inform investors similar to investment Group of Santa Barbara about your?. D1 Capital partners, Tiger Global, and sophisticated investors from tools to invest like a Street. And information for investment Group of Santa Barbara ITEM 2 ( d ) of the schedule, including all.. Company Shares a concentrated portfoli 4 ) the investments courses comprise an overview. Surface an investors historical investmentsshowing a breakdown of activity by industry, year and.. Has no submitted 13F filings over a total of 278,963 company Shares is. The next succeeding 60 days is copyright 2020 WhaleWisdom.com Form d contains basic information about the offering and company... Compliance OFFICER basic information about the offering and the company Mr.Rauth converted a total 278,963.

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