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CAPINSIGHTS PARTNERS, LLC

GREENWICH, CT · CRD 327448 · IAPD ↗ · capinsights.partners · 617.872.7174

$0Regulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2026 — CAPINSIGHTS PARTNERS, LLC (GREENWICH, CT) left the SEC roster (was $0 RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
July 2025 — CAPINSIGHTS PARTNERS, LLC moved its main office from GREENSBORO, NC to GREENWICH, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
32
February 2025 — CAPINSIGHTS PARTNERS, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
February 2025 — CAPINSIGHTS PARTNERS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
February 2025 — CAPINSIGHTS PARTNERS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — CAPINSIGHTS PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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