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| Insigneo Advisory Services LLC
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| CRD # | 282589 |
| SEC # | 801-107256 |
| CIK # | 0001964958 |
| AUM | 5,162.8 M (2026-06-08) |
| Employees | 223 (80% Investors, 95% Brokers) |
| Phone | 305-373-9000 |
| Address | 1221 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 99.0 | ||
| Nvidia Corp | 53.6 | ||
| Amazon Com Inc | 44.8 | ||
| Microsoft Corp | 39.2 | ||
| SPDR Gold Trust | 37.6 | ||
| Alphabet Inc | 31.1 | ||
| Ingersoll-Rand PLC | 29.8 | ||
| Facebook Inc | 29.0 | ||
| iShares Silver Trust | 27.6 | ||
| Alphabet Inc | 18.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Insigneo Access-Vintage Fund I LP | [2022-04-29] | 22.9 M | 26.8 M |
| Filed 2022-04-11 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,013 | 0.8 |
| (b) Individuals (high net worth individuals) | 402 | 1.5 |
| (c) Banking or thrift institutions | 8 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,025 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 5,107 | 5.2 |
| By Discretionary | ||
| Discretionary | 2,079 | 2.1 |
| Non-Discretionary | 3,028 | 3.1 |
| Total | 5,107 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 1.6 | |
| Total | 5,107 | 5.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Raul Henriquez | Executive Officer | 3 | 2 | |
| Insigneo Access GP LLC | Executive Officer | 1 | 1 | |
| Insigneo Adviosry Services LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964958] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
|
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✚
|
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|
Insigneo Wealth Advisors LLC
✚
|
FL |
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