Investment adviser · CRD 282589
INSIGNEO ADVISORY SERVICES, LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Jun 8, 2026
- Regulatory AUM
- $5.16B Form ADV · Item 5.F
- Client accounts
- 5,107 Accounts, not individual clients
- Employees
- 223 Reported in this filing
- Advisory professionals
- 178 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 1,025 | $2,606,439,396 | 50.5% |
| High-net-worth individuals | 402 | $1,459,604,991 | 28.3% |
| Individuals | 3,013 | $835,144,582 | 16.2% |
| Banks & thrifts | 8 | $159,515,990 | 3.1% |
| Pooled investment vehicles | 2 | $67,198,416 | 1.3% |
| Insurance companies | 4 | $17,334,250 | 0.3% |
| Charities | 3 | $9,049,086 | 0.2% |
| Retirement plans | 16 | $8,510,337 | 0.2% |
Filing source
Form ADV 2111829 · Jun 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
INSIGNEO ACCESS-VINTAGE FUND I LPPrivate Equity Fund · Last reported Jun 8, 2026$26.8MGross asset value
Form D fundraising filings
Insigneo Access-Vintage Fund I LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN & CO. LLP
PCAOB 1596
Fund details & source
- Fund ID
- 805-3346495380
- Reported beneficial owners
- 28
- Minimum commitment
- $100K
- Form D file number
- 021-441283
Form ADV 2111829 · Jun 8, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 8, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1221 BRICKELL AVENUE, 27TH FLOORMIAMI, FL, 33131, United States
CRD 282589
Filing source
Form ADV 2111829 · Jun 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.