Insignia Capital Group, L.P.
● SEC registered since 2015CRD 169772SEC# 801-88186Walnut Creek, CA
Ranks #2,732 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.25B
Fund GAV
$1.25B
Private funds
6
Employees
16
Accounts
6
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 $1.3 billion in regulatory assets under management and employs 16 people. Insignia Capital Group, L.P. manages 6 private funds with combined gross assets of $1.3 billion, including Insignia Capital Partners III, L.P. By regulatory assets, it ranks 2,732 of 6,004 private fund managers.
Insignia Capital Group, L.P. private funds
6 funds · $1.25B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Insignia Capital Partners III, L.P. | Private Equity | $425.7M | $100K |
| Insignia Capital Partners II, L.P. | Private Equity | $288.3M | $100K |
| Insignia Capital Partners, L.P. | Private Equity | $210.7M | $100K |
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Join to unlock · $37/moInsignia Capital Group, L.P. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Lee Broglio Control | Limited Partner | 50-75% | 2013 |
| Carl Mattias Skjorshammer Control | Chief Compliance Officer | Under 5% | 2024 |
| David Lewis Lowe Control | Limited Partner | 50-75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Insignia Capital Group, L.P. manage?
Insignia Capital Group, L.P. reports $1.3 billion 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 6 private funds with combined gross assets of $1.3 billion.
How many employees does Insignia Capital Group, L.P. have?
Insignia Capital Group, L.P. reports 16 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
| Address | 1333 N. California Blvd., Suite 520, Walnut Creek, CA 94596 |
| Phone | (925) 399-8900 |
| Office hours | 8:30 a.m. - 5:30 p.m. (Pst) |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.25B▲ 76%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.25Bregulatory AUM
Discretionary $1.25B
Service providers
Auditor
Custodian
Administrator