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Building 2INSIGNIA CAPITAL GROUP, L.P.

Map pinWALNUT CREEK, CA
Phone(925) 399-8900
NotebookSEC #801-88186
Total AUM
$1.3B
Employees
16
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1333 N. CALIFORNIA BLVD.
SUITE 520
WALNUT CREEK
CA 94596
United States
Operating Hours
8:30 AM - 5:30 PM (PST)
Monday - Friday
Phone
(925) 399-8900

ReceiptFinancials

Total AUM
$1.3B
Accounts
6
Discretionary
$1.3B
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$1.3B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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