Data / Investment advisers / California / Insignia Capital Group, L.P.
Insignia Capital Group, L.P., Walnut Creek, CA: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Insignia Capital Group, L.P. is an SEC registered investment adviser with its main office in Walnut Creek, California and reports $1.3 billion in regulatory assets under management in its Form ADV filed June 10, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 169772
- SEC file number
- 801-88186
- SEC status
- Approved, effective April 14, 2015
- Main office
- 1333 N. California Blvd. Suite 520, Walnut Creek, CA 94596
- Phone
- (925) 399-8900
- Regulatory AUM
- $1,252,696,280 in the Form ADV filed June 10, 2026
- Discretionary AUM
- $1,252,696,280
- Accounts
- 6
- Employees
- 16, of which 13 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 6: 6 private equity funds
- Gross assets of private funds
- $1,252,696,280
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 10, 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 |
|---|---|---|
| Pooled investment vehicles | 6 | $1.25 billion |
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 | $1.25 billion | March 31, 2026 |
| December 1, 2025 | $710.3 million | November 11, 2025 |
Other advisers in Walnut Creek
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Destination Wealth Management | Walnut Creek | $4.95 billion | Not listed | adviserinfo.sec.gov |
| Earned Wealth Advisors, LLC | Walnut Creek | $3.11 billion | Not listed | adviserinfo.sec.gov |
| Gemmer Asset Management LLC | Walnut Creek | $2.36 billion | Not listed | adviserinfo.sec.gov |
| Burton Enright Welch | Walnut Creek | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Capital Advantage, Inc. | Walnut Creek | $1.28 billion | Not listed | adviserinfo.sec.gov |
| J.P. King Advisors, Inc. | Walnut Creek | $889.7 million | Not listed | adviserinfo.sec.gov |
| SBJ Capital | Walnut Creek | $749.4 million | 15 | adviserinfo.sec.gov |
| Uscf Advisers | Walnut Creek | $714.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Walnut Creek, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Insignia Capital Group, L.P. 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.