Insignia Capital Group, L.p.

Insignia Capital Group, L.P. is an investment adviser registered with the SEC since 2011, focusing on providing discretionary investment advisory services to private investment funds. The firm specializes in lower middle-market companies with growth potential, aiming to enhance performance through strategic and operational expertise. Insignia's investment strategy involves control buyouts and minority investments, with a focus on specific industry sectors like Consumer, Business Services, and Healthcare. The firm's investment philosophy includes proactive value creation strategies and rigorous due diligence processes. Insignia charges a management fee of 2.0% per annum during the investment period, reducing to 1.5% thereafter, and the General Partners receive a 20% carried interest. The firm's total regulatory assets under management are $710,283,303 as of December 31, 2024. Insignia's ownership includes David Lowe, Anthony Broglio, and Melvyn Deane. The minimum capital commitment for investors in the Combined Funds is $100,000. Insignia has a Code of Ethics to prevent conflicts of interest and ensures compliance with securities laws. The firm reviews accounts regularly, provides detailed investor reports, and has custody of the Combined Funds' assets. Insignia exercises investment discretion and has authority to vote client securities. The firm does not engage in brokerage practices, soft dollar arrangements, or directed brokerage. Insignia has no disciplinary events, financial commitments impairing fiduciary duties, or bankruptcy history.