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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 13
of those in investment advisory functions 9
Registration SEC, Approved, 4/14/2015
Other registrations (1)
AUM* 882,649,044 -32.20%
of that, discretionary 882,649,044 -32.20%
Private Fund GAV* 882,649,044 -32.20%
Avg Account Size 220,662,261 -32.20%
SMA’s No
Private Funds 4
Contact Info (92 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 930M 744M 558M 372M 186M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$882,649,044

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Brochure Summary

Overview

Insignia Capital Group, L.P., a Delaware limited partnership ( “Insignia”) formed in 2011, provides discretionary investment advisory services to Insignia Capital Partners, L.P. (the “Fund”), Insignia Capital Partners (Parallel A), L.P. (the “Parallel Fund”), Insignia Capital Partners II, L.P. (the “Fund II”) and Insignia Capital Partners II-A, L.P. (the “Parallel Fund II”) (together, the “Combined Funds”), Delaware limited partnerships that are private investment funds. Insignia Capital Partners GP, L.L.C., a Delaware limited liability company and an affiliate of Insignia (the “General Partner”) and Capital Partners GP II, L.L.C., a Delaware limited liability company and an affiliate of Insignia (the “General Partner II”) (together, the “General Partners”), serve as the general partners of the Fund, Fund II, the Parallel Fund and Parallel Fund II. Insignia Capital Group GP, L.L.C., serves as the general partner to Insignia. The General Partners are subject to the Investment Advisers Act of 1940, as amended (the “Advisers Act”) pursuant to Insignia’s registration in accordance with SEC guidance. This Brochure also describes the business practices of the General Partners, which operate as advisory businesses together with Insignia. Insignia focuses on companies in the lower middle-market with low capital intensity, defensible market positions and good growth prospects. Insignia seeks to generate attractive returns by capitalizing on its strategic and operational experience to proactively and significantly improve company performance and achieve superior growth through business excellence. Each Combined Fund’s investment objectives and/or parameters are set forth in such
Combined Fund’s governing documents and the private placement memorandum with respect thereto (the “Fund Documents”) provided to each investor in such Combined Fund (each, an “Investor” or “Limited Partner”). Unless otherwise expressly stated herein, the terms “Fund,” “Fund II”, “Parallel Fund”, “Parallel Fund II” and “Combined Funds” do not include “Investors.” Insignia does not tailor its advisory services to the individual needs of Investors, and Investors may generally not individually impose restrictions on investing in certain securities or types of investments. The Combined Funds’ Fund Documents set forth the Combined Funds’ investment strategy, including guidelines regarding the types of securities in which the Combined Funds will invest and portfolio limits (if any). Insignia or the General Partners may from time to time cause the Combined Funds to enter into side letter agreements or other similar agreements with one or more Investors that provide such Investors with terms additional to or different from those set forth in the Fund Documents. Any such side letter agreements or other similar agreements are also included in the definition of Fund Documents. Insignia is principally owned by David Lowe (Chief Executive Officer & Partner), Anthony Broglio (Partner) and Melvyn Deane (Partner). The general partner of the Combined Funds is the General Partners, which are principally owned by David Lowe, Anthony Broglio and Melvyn Deane. Insignia does not participate in wrap fee programs. As of December 31, 2023, Insignia has a total of $882,649,044 in regulatory assets under management across the Combined Funds, all of which is managed on a discretionary basis.