Insigneo Advisory Services, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 282589
- Registered since
- February 22, 2016
- Website
- insigneo.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Corporations / Businesses50.49%
- HNWI28.27%
- Individuals16.18%
- Banking / Thrift Institutions3.09%
- Pooled Investment Vehicles1.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Insigneo Advisory Services, LLC is structured as an LLC and operates as an independent registered investment adviser that also functions as a capital allocator and as a private equity sponsor. The firm serves individual, family and institutional clients, charging a mix of percentage-of-AUM fees, fixed fees and other fee arrangements. It provides portfolio management across individual and pooled vehicles, manages institutional and business accounts, and selects third‑party advisers. Insigneo is affiliated with broker-dealer, insurance and pooled‑vehicle sponsor/GP activities and is registered as a broker‑dealer representative. Filings indicate the adviser has been SEC‑registered since 2016 and is not designated as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds41%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds11%
- US Government Bonds9%
- Cash & Cash Equivalents6%
Owners & executives
3 of 6
Javier Rivero
President, COOCRD 4498023
Justin Caulfield
Chief Compliance OfficerCRD 5699024
Luis Navas
Independent ContractorCRD 4307263
Contacts
3 of 204Juan Manuel Fernandez
Investment AdviserCRD 1702099
Lilian Perez
Sales SupervisorCRD 6749353
Raily Diaz-rodriguez
Sales SupervisorCRD 6509491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 360Active vs passive
$665M in ETFs
85%
$564M
12%
$100M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $80.9M | 124,461 | 12.18% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1221 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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