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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

CAPINSIGHTS PARTNERS, LLC

CRD 327448

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db710e9f-13d6-ea2b-866e-a62b43b7ccec

Data as of Jan 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 2
On other graphs: 1
Observed: Jul 18, 2023 to Jan 22, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Capinsights Partners, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2026-01-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 4
Employees: 6
Advisory employees: 6
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-128581
CRD: 327448
Filings on the tape: 7
First filed: Jul 18, 2023
Latest filed: Jan 22, 2026
Organised: Limited Liability Company, CT
Website: capinsights.partners

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVEN ROBERT NELSON	n/a	Stamford, CT \| GREENWICH, CT	3	13	2	yes
MATTHEW AARON MODICA	n/a	GREENWICH, CT \| Wheaton, IL	0	22	n/a	yes
ROBERT SHAUGHNESSY SCHWAB	n/a	Chicago, IL \| GREENWICH, CT	0	12	1	yes
ERIC JAMES PERRY	n/a	GREENWICH, CT \| St Paul, MN	0	17	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Cahal, Jamie, Lynn	CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Jul 18, 2023	Mar 28, 2024
Mayes, Ralph, Thomas	CO-FOUNDER AND COO	B	yes	07/2023	Jul 18, 2023	Mar 28, 2024
NELSON, STEVEN, ROBERT	CO-FOUNDER AND CEO	E	yes	07/2023	Jul 18, 2023	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLUEPRINT INVESTMENT PARTNERS LLC	n/a	Asset manager	$1.8B	N	yes	n/a
BLUEPRINT FINANCIAL ADVISORS LLC	n/a	Independent wealth	$1.4B	N	yes	n/a
BLUEPRINT FUND MANAGEMENT LLC	n/a	Asset manager	$340M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 22, 2026	$0	$0	6	6	6	n/a	n/a
2024	Jan 21, 2025	$0	$0	7	5	6	n/a	n/a
2023	Mar 28, 2024	n/a	n/a	5	3	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	6	7	6	6

Relationships

Affiliated with (7)

← BLUEPRINT FINANCIAL ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← BLUEPRINT INVESTMENT PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
← BLUEPRINT FUND MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ BLUEPRINT INVESTMENT PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ BLUEPRINT FUND MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ BLUEPRINT FINANCIAL ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← FLOW STATE INVESTMENTS, LPRegistered adviserother investment adviser
factForm ADV

Registered with (4)

← ERIC JAMES PERRYAdvisorregistration: previous registration
Sep 17, 2023 to Dec 31, 2025factForm ADV
← MATTHEW AARON MODICAAdvisorregistration: current employment
May 15, 2026 to presentfactForm ADV
← ROBERT SHAUGHNESSY SCHWABAdvisorregistration: previous registration
Jul 29, 2024 to Dec 31, 2025factForm ADV
← STEVEN ROBERT NELSONAdvisorregistration: current employment
Sep 14, 2023 to presentfactForm ADV

Controls (3)

← Mayes, Ralph, ThomasOwnerCO-FOUNDER AND COO, ownership code B, individual
Jul 18, 2023 to Mar 28, 2024factForm ADV
← NELSON, STEVEN, ROBERTOwnerCO-FOUNDER AND CEO, ownership code E, individual
Jul 18, 2023 to Mar 28, 2024factForm ADV
← Cahal, Jamie, LynnOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 18, 2023 to Mar 28, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 18, 2023
First Form ADV filing
Capinsights Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Capinsights Partners, Llc no longer on the SEC adviser roster (last listed 2026-03-02)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db710e9f-13d6-ea2b-866e-a62b43b7ccec
First observed: Jul 18, 2023
Last observed: Jan 22, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPINSIGHTS PARTNERS, LLC

CRD 327448

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db710e9f-13d6-ea2b-866e-a62b43b7ccec

Data as of Jan 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN ROBERT NELSON

n/a

Stamford, CT | GREENWICH, CT

yes

MATTHEW AARON MODICA

n/a

GREENWICH, CT | Wheaton, IL

n/a

yes

ROBERT SHAUGHNESSY SCHWAB

n/a

Chicago, IL | GREENWICH, CT

yes

ERIC JAMES PERRY

n/a

GREENWICH, CT | St Paul, MN

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Cahal, Jamie, Lynn

CHIEF COMPLIANCE OFFICER

yes

07/2023

Jul 18, 2023

Mar 28, 2024

Mayes, Ralph, Thomas

CO-FOUNDER AND COO

yes

07/2023

Jul 18, 2023

Mar 28, 2024

NELSON, STEVEN, ROBERT

CO-FOUNDER AND CEO

yes

07/2023

Jul 18, 2023

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLUEPRINT INVESTMENT PARTNERS LLC

n/a

Asset manager

$1.8B

yes

n/a

BLUEPRINT FINANCIAL ADVISORS LLC

n/a

Independent wealth

$1.4B

yes

n/a

BLUEPRINT FUND MANAGEMENT LLC

n/a

Asset manager

$340M

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 22, 2026

n/a

2024

Jan 21, 2025

n/a

2023

Mar 28, 2024

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a