Report this profile; Experience. Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. The company is a California Domestic Limited-Liability Company, which was filed on October 1, 2013. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). All text and design is copyright © 2020 WhaleWisdom.com. The address on file for this person is 1201 Miramonte Dr., Santa Barbara, CA 93101 in Santa Barbara County. Lists Featuring This Company Venture Capital Investors (Top 10K) 9,879 Number of Organizations • $52.1B Total Funding Amount • 1,295 Number of Investors Hedge Fund Whale Backtesting and search tools . How do I update this listing? Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dimitri Wael Hishmeh is listed as an Officer with C.H.S.S Investment Group, LLC in California. 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 … ...or to simply have an email sent to you whenever we receive a new 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your 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. Santa Barbara, CA / San Francisco, CA. This investment - Seed Round - Onapsis - was valued at $5.8M. Lauren Willoughby Martin. Stanford University Graduate School of Business. 10% owner; 0 2016-11-22 0 clarity ventures, inc. clarity ventures, l.p. meadowridge ventures, l.p. karan steven l. hughes jason f. 10% owner; 196,294 2016-01-12 0 william ernst oberndorf trust. Investment Group of Santa Barbara has made 13 investments. Net Worth and Insider Trades. member of 10% owner group Investment Group Of Santa Barbara. Will Oberndorf. Northwestern Mutual Wealth Management Co. Info: Size ($ 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 It is illegal for insiders to make trades in their companies based on specific, non-public information. View the latest funds and 13F holdings. 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 Track the AUM, funds, and holdings for Santa Barbara Asset Management over time. email address below and choose 'Submit'. 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. 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. The address on file for this person is 1020 State St, Santa Barbara, CA 93101 in Santa Barbara County. 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Join to Connect. Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. ***Log In or 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%. Footnotes; ID footnote; f1: investment group of santa barbara, llc ("igsb") is the manager of igsb ivp iii, llc ("ivp iii"). WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. 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. All rights reserved. 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.. Investment Group of Santa Barbara has had 4 exits. 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. 2018 – Present 2 years. Prior to joining Capricorn, he served as CFO of Tesla (2008-2015 and 2017- 2019). Investment Group of Santa Barbara, LLC - Net Worth, Insider Trades. Investment Group of Santa Barbara Santa Barbara, California Area 500+ connections. Institutional Investment Manager Filing this Report: Name: Sageworth Trust Co: Address: 1861 Santa Barbara Drive: Lancaster, PA 17601: Form 13F File Number: 028-13708 The company is a California Domestic Limited-Liability Company, which was … 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. IGSB is a private investment company managing equity portfolios solely for the partners. WhaleWisdom ... INVESTMENT GROUP OF SANTA BARBARA, LLC C/O IGSB, INC. 1485 E VALLEY ROAD, SUITE H SANTA BARBARA, CA 93108 . ⢠SANTA BARBARA, CA 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: The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. 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. Christopher A Jacobs is listed as an Agent with Wam Investment Group, LLC in California. 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