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| Happy Holidays!! thanks for using AUM13F!! |
| Insigneo Advisory Services LLC
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| CRD # | 282589 |
| SEC # | 801-107256 |
| CIK # | 0001964958 |
| AUM | $3.6 B (2025-06-11) |
| Employees | 197 (95% Investors, 79% Brokers) |
| Phone | 305-373-9000 |
| Address | 1221 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001964958 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 77.7 | ||
| Nvidia Corp | 55.2 | ||
| Amazon Com Inc | 46.1 | ||
| Microsoft Corp | 44.7 | ||
| Ingersoll-Rand PLC | 31.2 | ||
| Facebook Inc | 29.9 | ||
| SPDR Gold Trust | 23.1 | ||
| Alphabet Inc | 21.4 | ||
| Tesla Motors Inc | 15.8 | ||
| iShares Silver Trust | 12.8 | ||
| MSCI Inc | 12.2 | ||
| Netflix Inc | 10.9 | ||
| Alphabet Inc | 10.4 | ||
| J P Morgan Chase & Co | 9.9 | ||
| iShares Bitcoin Trust | 9.3 | ||
| VISA Inc | 8.9 | ||
| Broadcom Inc | 7.6 | ||
| Mastercard Inc | 7.0 | ||
| MercadoLibre Inc | 5.7 | ||
| Wal Mart Stores Inc | 5.4 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Insigneo Access-Vintage Fund I LP | [2022-04-29] | 22.9 | 22.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,348 | 0.7 |
| (b) Individuals (high net worth individuals) | 308 | 1.1 |
| (c) Banking or thrift institutions | 3 | 0.1 |
| (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 | 8 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 677 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,142 | 3.6 |
| By Discretionary | ||
| Discretionary | 3,069 | 2.6 |
| Non-Discretionary | 1,073 | 1.0 |
| Total | 4,142 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 1.1 | |
| Total | 4,142 | 3.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Raul Henriquez | 3 | ||
| Insigneo Access GP LLC | 1 | ||
| Insigneo Adviosry Services LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964958] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Insigneo Advisory Services LLC
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|
FL | 3.6 |
|
Insigneo Wealth Advisors LLC
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|
FL | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IWP Wealth Management LLC
✚
|
CO | 3.9 |
|
Winthrop Capital Management LLC
✚
|
IN | 3.9 |
|
360 One Portfolio Managers Limited
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|
3.9 | |
|
Wescott Financial Advisory Group LLC
✚
|
PA | 3.7 |
|
Transcend Capital Advisors LLC
✚
|
NJ | 3.1 |
|
SYON Capital LLC
✚
|
CA | 2.9 |
|
Johnson Financial Group LLC
✚
|
CO | 2.7 |
|
Sentry LLC
✚
|
TN | 2.7 |
|
Hollencrest Capital Management LLC
✚
|
CA | 2.7 |
|
Ohana Advisors Management LLC
✚
|
CA | 2.6 |