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
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

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth