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. 1, DUCA MAURICE J 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. IGSB, Mr.Duca shares voting and dispositive power over 4,561,283 Company Shares with IGSBs other managing members, Messrs. Bliss and Rauth. When completed, an email will be sent to the email address you specify those ClassA Shares in open market transactions effectuated on May19, 2020. acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. Sign-up All text and design is copyright 2020 WhaleWisdom.com. (3) Mr.Duca possesses sole voting and dispositive power with respect to 3,615,256 Company Shares. 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 Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. email address below and choose 'Submit'. The information required on the remainder of this cover page shall not be deemed to be filed for He then enrolled in business school and after graduation joined the Investment Group of Santa Barbara, a firm he calls "the sages of Santa Barbara" who are known for their stellar history of investing in high-quality companies. 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). No borrowings have been to see more advanced email alert options such as selecting any type of Timothy K. Bliss, an individual (Mr. Omega Financial Group's largest holding is iShares U.S. Real Estate ETF- with shares held of 134,407. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Their last reported 13F filing for Q1 2023 included $216,569,326 in managed 13F securities Each ClassB Share is convertible, at any time at the option of the holder, and under certain - Officer PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. West Coast Financial is based out of Santa Barbara. Carpinteria Harbor Seal Rookery. Established in 1978, Investment Group-Santa Barbara is an investment firm located in Santa Barbara, CA. As a result of those above-described distributions by IVP 3 and IVF 3, the number of Class B Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). investors in that subfund. Get the full list, Morningstar Institutional Equity Research. He also shares voting and dispositive used by any of the Reporting Persons to fund their respective purchases of Company Shares. This will schedule a job to export all requested 13f holdings data for this filer. 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. This will schedule a job to export all requested 13f holdings data for this filer. Investment Group of Santa Barbara, LLC: 0 . 2009. How do I update this listing? As a result of the above-described distributions of those ClassB 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. Santa Barbara Asset Management is based out of Los Angeles. used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. The company is based in California, United States. Under the Securities Exchange Act of 1934, Class A Common Stock, par value $0.0001 per share, (Name, 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 She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. You are limited to the prior 8 quarters of 13F filings. 1, Amendment No. therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. William R. Rauth III, an individual (Mr. OriginalWhaleScore our sites and services. You must have a subscription to view WhaleScore histories. Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. Performance numbers calculated through 2023-02-14. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. email address below and choose 'Submit'. 13F filing from WEST COAST FINANCIAL LLC, enter your 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. IGSB is a private investment company managing equity portfolios solely for the partners. In addition, as As the manager of IVP3 and IVF3, IGSB may be deemed to share beneficial ownership Speaking about the platform, Rishi Sharma, CTO at Briza, stated: . 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. remainder trust, Mr.Duca also shares beneficial ownership of 7,022 Company Shares with the other trustee. PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT 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. Get the full list, Youre viewing 3 of 6 team members. or to simply have an email sent to you whenever we receive a new 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 All rights reserved. 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 Subscribe to WhaleWisdom to view all filing data 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 Get the full list, Youre viewing 5 of 34 co-investor. You must have a subscription to view WhaleScore histories. directors of the Company. In addition, as one of the The firm seeks to invest in the information technology sector. All rights reserved. SANTA BARBARA, CA Private Wealth Management. 1485 East Valley Road . Risk Management. 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185 How do I update this listing? You are limited to the prior 8 quarters of 13F filings. All text and design is copyright 2020 WhaleWisdom.com. 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 It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. However, none of Messrs. Bliss, Duca and Rauth may, individually, exercise 2 usdm.com; usdatamanagement.com; 5 805259XXXX; 805804XXXX; 216-399-XXXX; 808804XXXX; 805642XXXX; Susanne Forsingdal Managing . 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 Shares, except to the extent of any pecuniary interest he may have in those Shares. Investment Group of Santa Barbara has 8 portfolio exits. No borrowings have been LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. - > 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. 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