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INSIGNEO ADVISORY SERVICES, LLC

Reported as registeredReported as registered

The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.

CRD
282589
SEC file number
801-107256
Principal office
1221 BRICKELL AVENUE
27TH FLOOR
MIAMI, FL, 33131
Current as of
August 3, 2026
Retrieved
August 18, 2026
Source effective date
August 3, 2026

SEC/IARD source release: August 3, 2026 · InvestorTrustHub retrieved: August 18, 2026

Official identifiers

Identifiers come from the cited SEC/IARD firm roster. InvestorTrustHub does not invent missing numbers.

  • CRD

    282589

  • SEC number

    801-107256

Regulatory status

Reported

Reported as registered

The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.

A source reports this value. We have not independently confirmed it beyond the cited record.

Source

Reported

U.S. Securities and Exchange Commission / IARD Form ADV dataset.

Registered Investment Advisers (IARD firm roster)

View official IAPD search (opens official source)

A source reports this value. We have not independently confirmed it beyond the cited record.

Firm / ADV facts

Legal structure

Limited Liability Company

Website as reported

https://www.insigneo.com

Regulatory assets under management

$5.2 billion

Exact source amount: $5,162,797,048.00

Regulatory assets under management is a Form ADV regulatory measure and should not be interpreted as investment performance, firm quality, popularity, or an endorsement.

Regulatory disclosures

Firm reported No for Item 11 in this filing.

This is the Form ADV Item 11 checkbox as filed. It is not a disciplinary-event list and not a finding of a clean record.

Clients, compensation, and custody

Figures below are adviser-reported Form ADV items. They are not performance, popularity, or quality scores.

Reported scale

Reported

Employees as reported: 223

Advisory personnel as reported: 178

Clients as reported: 0

As of June 8, 2026

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported compensation methods

Reported
  • Fixed fees
  • Other
  • Percentage of assets under management

Compensation methods are the boxes the adviser checked on Form ADV. This is not a “fee-only” determination.

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported custody

Reported

Client cash: No as reported

Client securities: No as reported

Related-person cash: Yes as reported

Related-person securities: Yes as reported

Custody is reported as filed. It is not a risk score or a quality finding.

A source reports this value. We have not independently confirmed it beyond the cited record.

Other business activities (Item 6)

Reported
  • Registered representative of a broker-dealer

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported related financial businesses

Reported
  • Broker-dealer
  • Insurance company or agency
  • Other
  • Other investment adviser

Reported affiliations are types of related financial businesses as filed. They are not a conflict finding.

A source reports this value. We have not independently confirmed it beyond the cited record.

Current reported relationships

Names appear only as reported on this firm’s Form ADV. They are not standalone public profiles. Name-only or otherwise unconfirmed rows remain internal and are not shown.

Ownership and control

Schedule A is direct ownership. Schedule B is indirect ownership. An executive/control relationship is not the same as ownership.

  • Reported direct owner

    ARANA LANDAETA, MARIELA, CECILIA

    Individual as reported · Title/status as reported: HEAD OF CLIENT RELATIONS

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported direct owner

    ARNETT, GEORGE, WASHINGTON

    Individual as reported · Title/status as reported: GENERAL COUNSEL AND CORPORATE SECRETARY/DIRECTOR

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported direct owner

    AVERETT, MICHAEL, ROBERT

    Individual as reported · Title/status as reported: CHIEF REVENUE OFFICER

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported direct owner

    CAULFIELD, JUSTIN, PAUL

    Individual as reported · Title/status as reported: CHIEF COMPLIANCE OFFICER

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported direct owner

    NUNEZ, FRANCISCO

    Individual as reported · Title/status as reported: DIRECTOR

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported direct owner

    RIVERO, JAVIER

    Individual as reported · Title/status as reported: PRESIDENT AND CHIEF OPERATING OFFICER/DIRECTOR

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported direct owner

    SCANDIZZO, MARIANO, FEDERICO

    Individual as reported · Title/status as reported: HEAD OF ASSET MANAGEMENT AND PORTFOLIO MANAGER

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported indirect owner

    HENRIQUEZ, RAUL

    Individual as reported · Ownership range: 75% or more · Title/status as reported: TRUSTEE

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported indirect owner

    Silva Henriquez, Sara, Roxana

    Individual as reported · Ownership range: 75% or more · Title/status as reported: TRUSTEE

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    ARANA LANDAETA, MARIELA, CECILIA

    Individual as reported · Title/status as reported: HEAD OF CLIENT RELATIONS

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    ARNETT, GEORGE, WASHINGTON

    Individual as reported · Title/status as reported: GENERAL COUNSEL AND CORPORATE SECRETARY/DIRECTOR

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    AVERETT, MICHAEL, ROBERT

    Individual as reported · Title/status as reported: CHIEF REVENUE OFFICER

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    CAULFIELD, JUSTIN, PAUL

    Individual as reported · Title/status as reported: CHIEF COMPLIANCE OFFICER

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    HENRIQUEZ, RAUL

    Individual as reported · Title/status as reported: TRUSTEE

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    NUNEZ, FRANCISCO

    Individual as reported · Title/status as reported: DIRECTOR

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    RIVERO, JAVIER

    Individual as reported · Title/status as reported: PRESIDENT AND CHIEF OPERATING OFFICER/DIRECTOR

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    SCANDIZZO, MARIANO, FEDERICO

    Individual as reported · Title/status as reported: HEAD OF ASSET MANAGEMENT AND PORTFOLIO MANAGER

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

Showing 8 of 9 currently reported executive/control relationships. Additional names remain in the source filing.

Related organizations

  • Related organization reported by the adviser

    INSIGNEO SECURITIES, LLC

    Organization as reported · CRD 29249

    Reported in Form ADV dated June 8, 2026 · Registered investment adviser filing

Private funds reported by the adviser

Named funds appear only on this adviser profile. InvestorTrustHub does not publish standalone fund pages from this graph.

Item 7.B private-fund count as reported (not a named-fund list) · Item 7.B: Yes as reported · Count 7.B.(1): 1 · Gross assets as reported: 26,789,890

  • Private fund reported by the adviser

    INSIGNEO ACCESS-VINTAGE FUND I LP

    805-3346495380

    Delaware, United States · Reported in Form ADV dated June 8, 2026

Other offices

Branch-numbered offices from current Form ADV filings. Address-only rows remain internal.

  • HOUSTON, TX, 77056 · United States

    Branch number 825876 · Reported in Form ADV dated June 8, 2026

  • BOSTON, MA, 02115 · United States

    Branch number 729263 · Reported in Form ADV dated June 8, 2026

  • EL CAJON, CA, 92020 · United States

    Branch number 803218 · Reported in Form ADV dated June 8, 2026

  • SAN JUAN, PR, 00918 · United States

    Branch number 819423 · Reported in Form ADV dated June 8, 2026

  • BOCA RATON, FL, 33431 · United States

    Branch number 761002 · Reported in Form ADV dated June 8, 2026

  • CORAL GABLES, FL, 33134 · United States

    Branch number 817926 · Reported in Form ADV dated June 8, 2026

  • NEW YORK, NY, 10022 · United States

    Branch number 761507 · Reported in Form ADV dated June 8, 2026

  • LAREDO, TX, 78041 · United States

    Branch number 826988 · Reported in Form ADV dated June 8, 2026

Showing 8 of 16 currently reported other offices. Additional names remain in the source filing.

Filing history / historical reported relationships

Historical filings are evidence of what was filed, not a restatement of current facts.

Filings in graph

55

RIA 55 · ERA 0

Latest relational filing

June 8, 2026

Registered investment adviser · Other-Than Anual Amendment For Registered Adviser

ADV-W filings

0

Shown as historical evidence only

Recent sec form adv filings
  • 2111829 · June 8, 2026 · RIA · Other-Than Anual Amendment For Registered Adviser · current reported filing
  • 2110766 · June 3, 2026 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 2089775 · March 31, 2026 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 2062118 · March 30, 2026 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 2037341 · January 5, 2026 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 2035023 · December 19, 2025 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 2029015 · November 20, 2025 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 2028135 · November 17, 2025 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1917480 · December 4, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1883240 · June 13, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1843234 · March 28, 2024 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 1803555 · December 20, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing

Form CRS documents

Official Form CRS mapping/document metadata. InvestorTrustHub does not extract narrative claims from these files.

  • FIRM_CRS_282589_ea1aeb85-0b22-4bc3-9d54-c702064bcce9.pdf

    March 30, 2026 · ea1aeb85-0b22-4bc3-9d54-c702064bcce9

  • FIRM_CRS_282589_56a2a722-bcfd-445c-87ab-e56c6505ecfe.pdf

    March 24, 2025 · 56a2a722-bcfd-445c-87ab-e56c6505ecfe

Sources and methodology

Evidence and source details

Material facts on this page are traced to the official SEC/IARD roster. Expand a panel to see source context. Raw 400-column filings are not dumped here.

Source, dataset, and retrieval

Source. U.S. Securities and Exchange Commission / IARD · Registered Investment Advisers (IARD firm roster) · record 282589 · retrieved August 18, 2026

Release: August 3, 2026

Evidence records tied to this firm: 7

Raw source snapshot: present

Source status text (not a consumer endorsement): Approved

What these terms mean

What is an RIA?

A registered investment adviser is a firm whose Form ADV/IARD record reports it as registered with the SEC or, in other contexts, a state. InvestorTrustHub shows what the cited official dataset reports. Registration is a regulatory category, not a quality rating.

What is an Exempt Reporting Adviser?

An Exempt Reporting Adviser files a limited Form ADV report because it qualifies for an exemption from full SEC registration. It is not a registered investment adviser. Exemption from full registration is not a finding of safety, quality, or honesty.

What is a CRD number?

A CRD number is the Central Registration Depository identifier assigned to a firm or individual in the IARD/CRD system. InvestorTrustHub uses the firm CRD as the stable identity key. A CRD is an identifier, not an endorsement.

What is an SEC file number?

An SEC file number (often beginning 801- for registered advisers or 802- for exempt reporting advisers) is an official file identifier in SEC/IARD records. If this source record does not include one, that absence is not proof that no file number exists in another source.

What does “reported as registered” mean?

It means the cited official dataset reports the firm as a registered investment adviser as of the source date. It does not mean InvestorTrustHub or the SEC approved, certified, or recommended the firm.

What does it NOT mean?

Registration does not establish investment quality, performance, honesty, suitability, low risk, fiduciary compliance in every circumstance, or the absence of regulatory problems. Missing research is not a clean record.

What InvestorTrustHub has not researched yet

Absence from this page is not a finding that a record is clean, that no disclosure exists, or that the firm has no associated professionals.

  • Individual professionals associated with this firm
  • FINRA BrokerCheck research
  • Detailed disciplinary history (DRP events)
  • State-specific enforcement records
  • Form ADV Part 2 brochure narrative
  • Standalone public fund or owner profiles
  • Investment performance
  • Portfolio holdings
  • Consumer reviews