Investment Group of Santa Barbara has invested in Onapsis on Nov 1, 2019. Form 13F is required to be filed within 45 days of the end of a calendar quarter. This page shows the track record and history of Investment Group of Santa Barbara, LLC insider trades in AppFolio, Inc.. This page shows a list of all the recent 13F filings made by Santa Barbara Asset Management, Llc. Lauren Willoughby Martin Corporate Development & Finance at Figma. Investment Group of Santa Barbara is a Santa Barbara, California The firm seeks to invest in the information technology sector. {"search": "https://aum13f.com/search", "clicked": "https://aum13f.com/clicked", "portfolio_add": "https://aum13f.com/portfolio-add", "portfolio_remove": "https://aum13f.com/portfolio-remove", "portfolio_create": "https://aum13f.com/portfolio-create", "portfolio_activate": "https://aum13f.com/portfolio-activate", "portfolio_delete": "https://aum13f.com/portfolio-delete", "portfolio_rename": "https://aum13f.com/portfolio-rename", "portfolio_color": "https://aum13f.com/portfolio-color", "home_filter": "https://aum13f.com/filter", "htmlspeed": "https://aum13f.com/htmlspeed", "add_tag_firm": "https://aum13f.com/add-tag-firm", "add_tag_click": "https://aum13f.com/add-tag-click", "stripe_checkout": "https://aum13f.com/stripe_checkout"}, {"uid": 10208094, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. WhaleWisdom ... INVESTMENT GROUP OF SANTA BARBARA, LLC C/O IGSB, INC. 1485 E VALLEY ROAD, SUITE H SANTA BARBARA, CA 93108 . Stanford University Graduate School of Business. Prior to Tesla, he was at Ford Motor Company for 15 years, serving as CFO of Ford Southern Africa and CFO for Auto Alliance International. Lauren Willoughby Martin. Investment Group of Santa Barbara. How do I update this listing? to see more advanced email alert options such as selecting any type of Join to Connect. Santa Barbara, CA / San Francisco, CA. Form 13F File Number: 028-14498 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. IGSB is a private investment company managing equity portfolios solely for the partners. Their last reported 13F filing for Q1 2020 included $215,401,000 in managed 13F securities and a top 10 holdings concentration of 48.68%. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investment Group Of Santa Barbara. Investment Group of Santa Barbara, LLC filed as a Domestic in the State of California on Tuesday, October 27, 2009 and is approximately eleven years old, according to public records filed with California Secretary of State. Footnotes; ID footnote; f1: investment group of santa barbara, llc ("igsb") is the manager of igsb ivp iii, llc ("ivp iii"). Santa Barbara County, CA. The address on file for this person is 1020 State St, Santa Barbara, CA 93101 in Santa Barbara County. Institutional Investment Manager Filing this Report: Name: Curtis Advisory Group, LLC: Address: 735 STATE STREET: SUITE 214: SANTA BARBARA, CA 93101: Form 13F File Number: It is illegal for insiders to make trades in their companies based on specific, non-public information. All text and design is copyright © 2020 WhaleWisdom.com. Principal Investment Group of Santa Barbara. Investment Group of Santa Barbara, LLC Overview. In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of Santa Barbara, LLC (“IGSB”) was determined by (i) dividing the sum of the number of outstanding Class A Shares beneficially owned by IGSB as of July 17, 2020, plus the number of the Class A Shares which IGSB had the right to acquire, within the succeeding 60 days, by conversion of … Investment Group of Santa Barbara has made 13 investments. investment group of santa barbara, llc. Compare against similar firms. 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 bliss timothy k c/o igsb, inc. 1485 e. valley road, suite h santa barbara, ca 93108 Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned Title of Security Report this profile; Experience. Whalewisdom has at least 1 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Investment Group of Santa Barbara | 251 followers on LinkedIn. Their most recent investment was on Nov 1, 2019, when BuildOps raised $5.8M. Investment Group of Santa Barbara, LLC - Net Worth, Insider Trades. View the latest funds and 13F holdings. Investment Group of Santa Barbara 1974 - Present 46 years Tim Bliss joined the Investment Group of Santa Barbara (IGSB) in 1974 and has been a partner there since 1982. Form 13F File Number: 028-13708 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. 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; 196,294 2016-01-12 0 william ernst oberndorf trust. • SANTA BARBARA, CA Investment Group OF Santa Barbara is based out of Santa Barbara. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your The company is a California Domestic Limited-Liability Company, which was … on july 1, 2020, the investors in one of the investment funds of ivp iii approved the termination of that investment fund and the distribution of all 300,691 shares of appfolio class b common stock ("class b shares") held by that investment fund, pro-rata to the investors. Christopher A Jacobs is listed as an Agent with Wam Investment Group, LLC in California. Investment Group of Santa Barbara, LLC is listed as an insider in the following companies: APPF / AppFolio, Inc.Insiders are officers, directors, or significant investors in a company. 2018 – Present 2 years. The company is a California Domestic Limited-Liability Company, which was filed on October 1, 2013. Lists Featuring This Company Venture Capital Investors (Top 10K) 9,879 Number of Organizations • $52.1B Total Funding Amount • 1,295 Number of Investors ...or to simply have an email sent to you whenever we receive a new Investment Group of Santa Barbara has had 4 exits. member of 10% owner group SEC form, multiple filers or classes of filers, and much more.***. email address below and choose 'Submit'. Pensionmark Financial Group is based out of Santa Barbara. The address on file for this person is 1201 Miramonte Dr., Santa Barbara, CA 93101 in Santa Barbara County. Hedge Fund Whale Backtesting and search tools . Santa Barbara Asset Management is a high conviction equity manager with a consistent and proven approach in seeking to deliver strong risk-adjusted returns Morningstar tools for financial professionals: Compare or analyze a group of funds by using All rights reserved. Net Worth and Insider Trades. Northwestern Mutual Wealth Management Co. Info: Size ($ in 1000's) At 09/30/2020: $37,160,703 At 06/30/2020: $32,416,078 Combined Holding Report Includes: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ***Log In or Santa Barbara Asset Management LLC Teachers Insurance & Annuity Association of America Nuveen Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nuveen Asset Management LLC 13F filings. Investment Group of Santa Barbara. Deepak Ahuja is a Senior Advisor to Capricorn Investment Group. Institutional Investment Manager Filing this Report: Name: Sageworth Trust Co: Address: 1861 Santa Barbara Drive: Lancaster, PA 17601: Form 13F File Number: 028-13708 WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. This investment - Seed Round - Onapsis - was valued at $5.8M. Investment Group of Santa Barbara Santa Barbara, California Area 500+ connections. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. Pensionmark Financial Group is a large advisory firm with 5179 clients and discretionary assets under management (AUM) of $5,296,322,993 (Form ADV from 2020-03-31). Prior to joining Capricorn, he served as CFO of Tesla (2008-2015 and 2017- 2019). Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. Sign-up Track the AUM, funds, and holdings for Santa Barbara Asset Management over time. San Francisco Bay Area. 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