Form D · Other Investment Fund

Insignia Opportunity Fund, L.P.

Austin, TX · CIK 0001463246

Offering snapshot reported May 12, 2017 · SEC filing

Reported sold
$29.1M
Indefinite offering
Investors reported
17
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 1, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.6M$29.1MJun 3, 2009: $5,000,000.00Jun 3, 2009Jul 8, 2009: $5,300,000.00Sep 2, 2009: $7,300,000.00Oct 13, 2009: $8,500,000.00Nov 10, 2009: $7,450,000.00Dec 8, 2009: $7,950,000.00Jan 5, 2010: $10,050,000.00Feb 10, 2010: $10,294,372.00Mar 5, 2010: $10,616,781.00Apr 8, 2010: $12,619,893.00May 5, 2010: $14,162,472.00Jun 3, 2010: $14,177,744.00Jul 7, 2010: $14,184,965.00Aug 5, 2010: $14,203,669.00Sep 9, 2010: $14,214,838.00Oct 5, 2010: $14,220,795.00Nov 2, 2010: $14,225,058.00Dec 8, 2010: $14,238,403.00Jan 7, 2011: $14,259,334.00Feb 11, 2011: $14,268,561.00Mar 4, 2011: $14,280,924.00Apr 6, 2011: $15,185,412.00May 3, 2011: $15,188,885.00Jun 6, 2011: $15,198,696.00Jul 7, 2011: $15,210,235.00Aug 3, 2011: $15,218,044.00Sep 8, 2011: $15,242,070.00Oct 3, 2011: $16,245,505.00Nov 1, 2011: $16,248,583.00Dec 6, 2011: $16,258,199.00Jan 5, 2012: $16,260,977.00Feb 7, 2012: $16,265,891.00Mar 5, 2012: $16,281,932.00Apr 4, 2012: $16,287,082.00May 3, 2012: $17,287,082.00Jul 3, 2012: $17,321,743.00Oct 1, 2012: $17,343,138.00Nov 7, 2012: $17,348,001.00Jan 14, 2013: $17,353,115.00Apr 12, 2013: $20,369,096.00May 16, 2013: $20,379,029.00May 19, 2014: $27,000,078.00May 15, 2015: $29,000,078.00May 12, 2016: $29,000,078.00May 12, 2017: $29,121,230.00May 12, 2017

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$29,000,078 → $29,121,230

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 12, 2017Amendment$29,121,230$121,152vs May 12, 201617SEC filing
May 12, 2016Amendment$29,000,078$0vs May 15, 201517SEC filing
May 15, 2015Amendment$29,000,078$2,000,000vs May 19, 201417SEC filing
May 19, 2014Amendment$27,000,078$6,621,049vs May 16, 201316SEC filing
May 16, 2013Amendment$20,379,029$9,933vs Apr 12, 201315SEC filing
Apr 12, 2013Amendment$20,369,096$3,015,981vs Jan 14, 201315SEC filing
Jan 14, 2013Amendment$17,353,115$5,114vs Nov 7, 201214SEC filing
Nov 7, 2012Amendment$17,348,001$4,863vs Oct 1, 201214SEC filing
Oct 1, 2012Amendment$17,343,138$21,395vs Jul 3, 201214SEC filing
Jul 3, 2012Amendment$17,321,743$34,661vs May 3, 201214SEC filing
May 3, 2012Amendment$17,287,082$1,000,000vs Apr 4, 201214SEC filing
Apr 4, 2012Amendment$16,287,082$5,150vs Mar 5, 201213SEC filing
Mar 5, 2012Amendment$16,281,932$16,041vs Feb 7, 201213SEC filing
Feb 7, 2012Amendment$16,265,891$4,914vs Jan 5, 201213SEC filing
Jan 5, 2012Amendment$16,260,977$2,778vs Dec 6, 201113SEC filing
Dec 6, 2011Amendment$16,258,199$9,616vs Nov 1, 201113SEC filing
Nov 1, 2011Amendment$16,248,583$3,078vs Oct 3, 201113SEC filing
Oct 3, 2011Amendment$16,245,505$1,003,435vs Sep 8, 201113SEC filing
Sep 8, 2011Amendment$15,242,070$24,026vs Aug 3, 201113SEC filing
Aug 3, 2011Amendment$15,218,044$7,809vs Jul 7, 201113SEC filing
Jul 7, 2011Amendment$15,210,235$11,539vs Jun 6, 201113SEC filing
Jun 6, 2011Amendment$15,198,696$9,811vs May 3, 201113SEC filing
May 3, 2011Amendment$15,188,885$3,473vs Apr 6, 201113SEC filing
Apr 6, 2011Amendment$15,185,412$904,488vs Mar 4, 201113SEC filing
Mar 4, 2011Amendment$14,280,924$12,363vs Feb 11, 201111SEC filing
Feb 11, 2011Amendment$14,268,561$9,227vs Jan 7, 201111SEC filing
Jan 7, 2011Amendment$14,259,334$20,931vs Dec 8, 201011SEC filing
Dec 8, 2010Amendment$14,238,403$13,345vs Nov 2, 201011SEC filing
Nov 2, 2010Amendment$14,225,058$4,263vs Oct 5, 201011SEC filing
Oct 5, 2010Amendment$14,220,795$5,957vs Sep 9, 201011SEC filing
Sep 9, 2010Amendment$14,214,838$11,169vs Aug 5, 201011SEC filing
Aug 5, 2010Amendment$14,203,669$18,704vs Jul 7, 201011SEC filing
Jul 7, 2010Amendment$14,184,965$7,221vs Jun 3, 201011SEC filing
Jun 3, 2010Amendment$14,177,744$15,272vs May 5, 201011SEC filing
May 5, 2010Amendment$14,162,472$1,542,579vs Apr 8, 201011SEC filing
Apr 8, 2010Amendment$12,619,893$2,003,112vs Mar 5, 201010SEC filing
Mar 5, 2010Amendment$10,616,781$322,409vs Feb 10, 20109SEC filing
Feb 10, 2010Amendment$10,294,372$244,372vs Jan 5, 20109SEC filing
Jan 5, 2010Amendment$10,050,000$2,100,000vs Dec 8, 20098SEC filing
Dec 8, 2009Amendment$7,950,000$500,000vs Nov 10, 20097SEC filing
Nov 10, 2009Amendment$7,450,000-$1,050,000vs Oct 13, 20097SEC filing
Oct 13, 2009Amendment$8,500,000$1,200,000vs Sep 2, 20098SEC filing
Sep 2, 2009Amendment$7,300,000$2,000,000vs Jul 8, 20097SEC filing
Jul 8, 2009Amendment$5,300,000$300,000vs Jun 3, 20096SEC filing
Jun 3, 2009Amendment$5,000,000No comparisonNot reportedSEC filing
May 7, 2009Initial$4,000,000No comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$2.51K (estimated)
Finders' fees
$0
Form D file number
021-130748
Partnership Interests
The above estimate is the amount of sales commission paid to the listed Broker Dealers in fiscal year end 2016

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Trestle Point, LLC138494Trestle Point, LLC · CRD 138494

Source: Form D, filed May 12, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

INSIGNIA OPPORTUNITY FUND, L.P.

Investment adviser: BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Gross asset value
$2.15M
Beneficial owners
20
ADV minimum commitment
$1M

Reported in Form ADV on Apr 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLLP DALLAS, Texas, United States
Custodian NORTHERN TRUST NAPERVILLE, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLLP
PCAOB 185

Filing source

Form ADV 2097137 · Apr 21, 2026 · Schedule D 7.B.(1), fund 805-6291562211

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Tina M. Badciong Executive
John G. Mc Colskey Executive
Thomas J. Meredith Executive
Meritage Meritage Capital, Llc Executive
Meritage Meritage Capital, L.P. Executive
Mfi Mfi Capital, Llc Executive
Jason J. Rottinger Executive
Jason C. Schubert Executive
Alex C. Smith Executive
St. James's St. James's Park Holding, Llc Executive
David V. Swann Executive
Joe S. Wade Executive
Spence L. Wilson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
515 Congress Avenue Suite 2200
Austin, TX, 78701