Data / Investment advisers / Florida / Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC, Miami, FL: $5.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Insigneo Advisory Services, LLC is an SEC registered investment adviser with its main office in Miami, Florida and reports $5.2 billion in regulatory assets under management in its Form ADV filed June 8, 2026. Its clients include corporations and other businesses, high net worth individuals and individuals. It is paid through a percentage of assets under management, fixed fees and other fees. It advises 1 private fund.
The request: Watch Insigneo Advisory Services, LLC (CRD number 282589): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282589
- SEC file number
- 801-107256
- SEC status
- Approved, effective February 22, 2016
- Main office
- 1221 Brickell Avenue 27th Floor, Miami, FL 33131
- Phone
- (305) 373-9000
- Website
- insigneo.com
- Regulatory AUM
- $5,162,797,048 in the Form ADV filed June 8, 2026
- Discretionary AUM
- $2,071,214,373
- Non discretionary AUM
- $3,091,582,675
- Accounts
- 5,107
- Employees
- 223, of which 178 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $26,789,890
- Other offices
- 16
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 1,025 | $2.61 billion |
| High net worth individuals | 402 | $1.46 billion |
| Individuals (other than high net worth individuals) | 3,013 | $835.1 million |
| Banking or thrift institutions | 8 | $159.5 million |
| Pooled investment vehicles | 2 | $67.2 million |
| Insurance companies | 4 | $17.3 million |
| Charitable organizations | 3 | $9 million |
| Pension and profit sharing plans | 16 | $8.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.16 billion | March 31, 2026 |
| December 1, 2025 | $3.61 billion | November 20, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Flexpoint Ford, LLC | Miami | $7.89 billion | 22 | adviserinfo.sec.gov |
| Daemon Investment and Asset Management, LLC | Miami | $7.10 billion | 3 | adviserinfo.sec.gov |
| HQ Capital Private Equity LLC | Miami | $5.40 billion | 19 | adviserinfo.sec.gov |
| Aliya Capital Partners LLC | Miami | $5.34 billion | 104 | adviserinfo.sec.gov |
| Gentrust | Miami | $5.20 billion | Not listed | adviserinfo.sec.gov |
| Corient IA LP | Miami | $5.11 billion | 111 | adviserinfo.sec.gov |
| Kinetic Partners Management, LP | Miami | $4.73 billion | 6 | adviserinfo.sec.gov |
| Valley Forge Capital Management | Miami | $4.45 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Insigneo Advisory Services, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.