Investment adviser · CRD 169772
INSIGNIA CAPITAL GROUP, L.P.
Investment adviser filing (IA)
WALNUT CREEK, CA, United States · Form ADV filed Jun 10, 2026
- Regulatory AUM
- $1.25B Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 13 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 |
|---|---|---|---|
| Pooled investment vehicles | 6 | $1,252,696,280 | 100.0% |
Filing source
Form ADV 2112399 · Jun 10, 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
6 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
INSIGNIA CAPITAL PARTNERS III, L.P.Private Equity Fund · Last reported Jun 10, 2026$426MGross asset value
Form D fundraising filings
Insignia Capital Partners III, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG LLP
PCAOB 185
M2O PRIVATE FUND ADVISORS LLC
CRD 158741 · SEC 8-68917
Fund details & source
- Fund ID
- 805-5143284160
- Reported beneficial owners
- 45
- Minimum commitment
- $100K
- Form D file number
- 021-561718
Form ADV 2112399 · Jun 10, 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.
INSIGNIA CAPITAL PARTNERS II, L.P.Private Equity Fund · Last reported Jun 10, 2026$288MGross asset value
Form D fundraising filings
INSIGNIA CAPITAL PARTNERS II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-2085896577
- Reported beneficial owners
- 46
- Minimum commitment
- $100K
- Form D file number
- 021-399802
Form ADV 2112399 · Jun 10, 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.
INSIGNIA CAPITAL PARTNERS, L.P.Private Equity Fund · Last reported Jun 10, 2026$211MGross asset value
Form D fundraising filings
Insignia Capital Partners, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-3823254569
- Reported beneficial owners
- 40
- Minimum commitment
- $100K
- Form D file number
- 021-203087
Form ADV 2112399 · Jun 10, 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.
INSIGNIA CAPITAL PARTNERS III-A, L.P.Private Equity Fund · Last reported Jun 10, 2026$159MGross asset value
Form D fundraising filings
Insignia Capital Partners III-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG LLP
PCAOB 185
M2O PRIVATE FUND ADVISORS LLC
CRD 158741 · SEC 8-68917
Fund details & source
- Fund ID
- 805-4379823884
- Reported beneficial owners
- 27
- Minimum commitment
- $100K
- Form D file number
- 021-561717
Form ADV 2112399 · Jun 10, 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.
INSIGNIA CAPITAL PARTNERS II-A, L.P.Private Equity Fund · Last reported Jun 10, 2026$87.5MGross asset value
Form D fundraising filings
INSIGNIA CAPITAL PARTNERS II-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-5705073215
- Reported beneficial owners
- 17
- Minimum commitment
- $100K
- Form D file number
- 021-399804
Form ADV 2112399 · Jun 10, 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.
INSIGNIA CAPITAL PARTNERS (PARALLEL A), L.P.Private Equity Fund · Last reported Jun 10, 2026$81.8MGross asset value
Form D fundraising filings
Insignia Capital Partners (Parallel A), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-6176900290
- Reported beneficial owners
- 2
- Minimum commitment
- $100K
- Form D file number
- 021-203091
Form ADV 2112399 · Jun 10, 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 10, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1333 N. CALIFORNIA BLVD., SUITE 520WALNUT CREEK, CA, 94596, United States
CRD 169772
Filing source
Form ADV 2112399 · Jun 10, 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.