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| Happy Holidays!! thanks for using AUM13F!! |
| Insignia Capital Group LP
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|---|---|
| CRD # | 169772 |
| SEC # | 801-88186 |
| CIK # | |
| AUM | $710.3 M (2025-03-31) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 925-399-8900 |
| Address | 1333 N California Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Insignia Capital Partners II-A LP | [2022-03-31] | 268.5 | 83.9 |
| PE | Insignia Capital Partners II LP | [2022-03-31] | 268.5 | 275.3 |
| PE | Insignia Capital Partners LP | [2013-11-19] | 248.3 | 252.9 |
| PE | Insignia Capital Partners Parallel A LP | [2013-11-19] | 50.0 | 98.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 710.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 710.3 |
| By Discretionary | ||
| Discretionary | 4 | 710.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 710.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 710.3 | |
| Total | 4 | 710.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Lowe | 17 | ||
| Mel Deane | 2 | ||
| Insignia Capital Partners GP LLC | 2 | ||
| Melvyn Deane | 2 | ||
| Anthony Broglio | 2 | ||
| Tony Broglio | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Encore Consumer Capital LP
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|
CA | 0.7 |
|
Achieve Partners Management LLC
✚
|
NY | 0.7 |
|
Juniper Capital Advisors LP
✚
|
TX | 0.7 |
|
Baillie Gifford International LLC
✚
|
NY | 0.7 |
|
Union Park Capital Management LP
✚
|
MA | 0.7 |
|
Halle Capital Management LP
✚
|
NY | 0.7 |
|
Grey Rock Management Partners IV LLC
✚
|
TX | 0.7 |
|
Falconpoint Capital Partners LLC
✚
|
NY | 0.7 |
|
Connelly Capital Management LLC
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|
PR | 0.7 |
|
Snowhawk LP
✚
|
NY | 0.7 |