Insigneo Advisory Services, LLC

RIASEC RegisteredEst. 2016

Total AUM

$5.2B

Discretionary

$2.1B

40% of AUM

Avg account

$1M

Accounts

5,107

Employees

223

Advisory reps

222

Firm details

Headquarters: Miami, Florida
CRD number: 282589
Registered since: February 22, 2016
Website: insigneo.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Corporations / Businesses50.49%
HNWI28.27%
Individuals16.18%
Banking / Thrift Institutions3.09%
Pooled Investment Vehicles1.3%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Insigneo Advisory Services, LLC is an SEC-registered investment adviser established in 2016 that combines independent RIA activities with sponsor/manager functions for at least one private equity vehicle. The firm acts as a capital allocator and serves both individual/family and institutional clients. It offers discretionary and non‑discretionary portfolio management across individuals, small businesses, pooled vehicles and institutional clients, and it also performs adviser selection for external managers. Insigneo operates as a registered representative of a broker‑dealer and reports affiliations that include a broker‑dealer, other investment advisers, an insurance company, and roles as sponsor/GP/managing member of pooled investment vehicles. Fee arrangements include percentage of AUM, fixed fees and other structures. The firm does not identify as an active ESG investor.