← Tributary

INSIGNIA CAPITAL GROUP, L.P.

WALNUT CREEK, CA · CRD 169772 · IAPD ↗ · (925) 399-8900

$1.25BRegulatory AUM
13Advisory reps
16Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — INSIGNIA CAPITAL GROUP, L.P. grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — INSIGNIA CAPITAL GROUP, L.P. crossed $1B in regulatory AUM ($710.3M -> $1.25B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
April 2024 — INSIGNIA CAPITAL GROUP, L.P. reported RAUM down 32% ($1.30B -> $882.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.