Insignia Capital Group, L.P.
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 169772
- Registered since
- April 14, 2015
- Website
- www.insigniacap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Insignia Capital Group, L.P. is a limited partnership formed as a private equity fund manager and registered with the SEC in 2015. The firm’s client base is institutional, and its primary advisory activity is portfolio management for pooled investment vehicles. Insignia operates as sponsor, general partner and managing member of its funds and structures, charging both asset-based management fees and performance-based compensation. The firm is not positioned as a multi-state or newly formed adviser, does not self-identify as an active ESG investor, and is not classified as a capital allocator. Ownership is listed as a mix of a domestic entity and an individual, reflecting a sponsor-led private fund organization rather than a purely third-party allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Carl Skjorshammer
Chief Compliance OfficerCRD 3261653

David Lowe
CEO & PartnerCRD 6271794

Jeremy Thatcher
Chief Financial OfficerCRD 2958255
Contacts
1 of 1
Anthony Broglio
President & PartnerCRD 2870344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1333 N California Blvd
- Time zone
- PT (UTC-8)
- Office locations
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