INSIGNIA CAPITAL GROUP, L.P.

1333 N. California Blvd.
Suite 520
Walnut Creek, California 94596
Tel: (925) 399-8900

About INSIGNIA CAPITAL GROUP, L.P.

INSIGNIA CAPITAL GROUP, LP, formally registered with the SEC as INSIGNIA CAPITAL GROUP, LP. The firm was established in 04/14/2015. They have over 1 offices throughout the country.

INSIGNIA CAPITAL GROUP, L.P. is a Walnut Creek, California based Financial Planning firm with nearly $882,649,044 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169772
SEC#	801-88186
Assets Managed by Firm	$882,649,044
No. of Clients	4
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$882,649,044

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