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 that operates as a private equity fund manager and registered investment adviser since 2015. The firm focuses on pooled investment vehicles, acting in sponsor and general partner capacities and providing portfolio management for those funds. Its client base is institutional, and its compensation mixes asset-based fees with performance-linked fees. Insignia does not position itself as an active ESG investor and is not registered as a multi-state adviser.
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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