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Insignia Capital Group, L.P.

● SEC registered since 2015CRD 169772SEC# 801-88186Walnut Creek, CA
Export (members)
Ranks #3,111 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$710.3M
Fund GAV
$710.3M
Private funds
4
Employees
14
Accounts
4
Location
Walnut Creek, CA

Insignia Capital Group, L.P. assets under management

Insignia Capital Group, L.P. is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2015. It reports $710.3 million in regulatory assets under management and employs 14 people. Insignia Capital Group, L.P. manages 4 private funds with combined gross assets of $710.3 million, including Insignia Capital Partners II, L.P. By regulatory assets, it ranks 3,111 of 5,911 private fund managers.

Insignia Capital Group, L.P. private funds

4 funds · $710.3M GAV
FundTypeGross assetsMin.
Insignia Capital Partners II, L.P.Private Equity$275.3M$100K
Insignia Capital Partners, L.P.Private Equity$252.9M$100K
Insignia Capital Partners (parallel A), L.P.Private Equity$98.2M$100K
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Insignia Capital Group, L.P. owners & executives

7 reported
NameTitleOwnershipSince
Anthony Lee Broglio ControlPartner25-50%2013
Carl Mattias Skjorshammer ControlChief Compliance OfficerUnder 5%2024
David Lewis Lowe ControlCeo50-75%2013
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Frequently asked questions

How much does Insignia Capital Group, L.P. manage?

Insignia Capital Group, L.P. reports $710.3 million in regulatory assets under management on its Form ADV.

How many private funds does Insignia Capital Group, L.P. manage?

Insignia Capital Group, L.P. manages 4 private funds with combined gross assets of $710.3 million.

How many employees does Insignia Capital Group, L.P. have?

Insignia Capital Group, L.P. reports 14 employees.

Where is Insignia Capital Group, L.P. located?

Insignia Capital Group, L.P. is based in Walnut Creek, CA and has been SEC-registered since 2015.

Does Insignia Capital Group, L.P. disclose fund performance?

Insignia Capital Group, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1333 N. California Blvd., Suite 520, Walnut Creek, CA 94596
Phone(925) 399-8900
Office hours8:30 a.m. - 5:30 p.m. (Pst)
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$710.3M
Non-discretionary$0
Total (RAUM)$710.3M

Service providers