SEC-Registered Investment Adviser
Insigneo Advisory Services, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated June 8, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 22, 2016
- Principal office
- 1221 Brickell Avenue, 27th Floor, Miami, FL 33131
- Organized as
- Limited Liability Company, FL
- Fiscal year end
- December
- Other offices
- 16
- Website
- www.insigneo.com
Scale
- Regulatory AUM
- $5.2B
- Discretionary / non-discretionary
- $2.1B / $3.1B
- Attributable to non-US clients
- $3.5B
- Accounts
- 5,107
- Clients
- 0
- Employees
- 223, 178 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $26.8M
- Fund types
- 1 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $22.9M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees and other
- Client types
- individuals (other than high net worth) (3,013); high net worth individuals (402); banking or thrift institutions (8); pooled investment vehicles (2); pension and profit sharing plans (16); charitable organizations (3); insurance companies (4); corporations or other businesses (1,025)
- Also engaged as
- registered representative of a broker-dealer
- Related persons include
- a broker-dealer, another investment adviser, an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 2 broker-dealers, 5 investment advisers
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (June 8, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from April 11, 2022 to April 11, 2022. Reported sold across them: $22.9M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2022 | 1 | $22.9M | 29 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.