INSIGNIA CAPITAL GROUP, L.P.

RIASEC RegisteredEst. 2015

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$209M

Accounts

6

Employees

16

Advisory reps

4

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

FINTRX

Overview

Insignia Capital Group, L.P. is organized as a limited partnership and operates as a private equity fund manager. The firm registered with the SEC in 2015 and serves institutional clients, providing portfolio management for pooled investment vehicles. Insignia functions as sponsor, general partner and managing member for its pooled vehicles and charges a mix of percentage-of-assets management fees and performance-based (carry) fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

CARL 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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