DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Insignia Capital Group, L.P.
Insignia Capital Group, L.P.
Building Exceptional and Enduring Businesses Insignia Capital Group is a growth-oriented private equity firm focused on building world-class companies in
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.88bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 19, 2013 to Mar 29, 2024
- RAUM
- $883Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $883Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $883Mevery private fund type, latest filing
- 2024 PE fund GAV
- $883Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $883M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 13
- Headquarters
- Walnut Creek, CA
- Office address
- 1333 N. CALIFORNIA BLVD., SUITE 520, Walnut Creek, CA, 94596
- Business phone
- (925) 399-8900
Stated criteria beside observed behaviour
24 observed deals
Stated by the firm
- Sectors
- technology, consumer, business services
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control,minority
- Thesis
- We seek to invest in profitable, growth-oriented businesses with defensible market positions led by founders and entrepreneurs who want to reinvest materially alongside Insignia.
Observed from deals on record
- roles
- add on 8, unknown 13, platform 4
- period
- to 2026-02-03, from 2014-01-01, undated holdings 1, dated observations 36
- window
- last 2026-02-03, first 2022-01-18
- control
- control 9, unknown 16
- companies
- 24
- geography
- count 1, share 0.042, value OR
- investments
- 25
- seller kinds
- founder 1, sponsor 1
- transactions
- 12
- cadence by year
- 2022 add ons 1, 2023 add ons 1, 2024 add ons 4, platforms 1, 2025 add ons 2, other deals 1, 2026 add ons 1, other deals 1
- platform add on
- add ons 8, platforms 4, add ons per platform 2
- sector known for
- 15
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.25, value business services, examples Oxford Road, LT Partners, Acorn Influence, New Engen, count 3, share 0.125, value specialty distribution, examples E.A. Langenfeld, Century Snacks, Wodika Devine, count 2, share 0.083, value industrial manufacturing, examples Chocolate Works, Tillamook Country Smoker, count 1, share 0.042, value education, examples MediaAlpha, count 1, share 0.042, value media telecom, examples Trooh Media, count 1, share 0.042, value software, examples Dualboot Partners, count 1, share 0.042, value life sciences, examples MNG Health
- holding period years
- n 6, median 5.5
- repeat counterparties
- role legal adviser, shared 2, entity id c831a54a-dc12-43a5-ab2f-6edbf0aa024b
- subsector distribution
- count 6, share 0.25, value advertising marketing, examples Oxford Road, LT Partners, Acorn Influence, New Engen, count 2, share 0.083, value misc durable wholesale, examples Century Snacks, Wodika Devine, count 1, share 0.042, value education, examples MediaAlpha, count 1, share 0.042, value miscellaneous manufacturing, examples Chocolate Works, count 1, share 0.042, value food manufacturing, examples Tillamook Country Smoker, count 1, share 0.042, value media telecom, examples Trooh Media, count 1, share 0.042, value hardware plumbing hvac wholesale, examples E.A. Langenfeld, count 1, share 0.042, value software, examples Dualboot Partners
24 companies on the graph (12 transactions); most in business services (6); 4 platforms and 8 add-ons; median observed hold 5.5 years (n=6); observed 2014 to 2026
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Insignia Capital Partners II, L.P. ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $265M as of Mar 29, 2024 | no Form D | Early deployment | |
| Insignia Capital Partners II (parallel a), L.P. ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $82.0M as of Mar 29, 2024 | no Form D | Early deployment | |
| Insignia Capital Partners, L.P. ADV: Private Equity Fund | Buyout fund | unknown | $386M as of Mar 29, 2024 | no Form D | Harvest | |
| Insignia Capital Partners (parallel a), L.P. ADV: Private Equity Fund | Buyout fund | unknown | $150M as of Mar 29, 2024 | no Form D | Harvest |
Team
24 current, 3 former
Managing partner (7)
- David L. Lowe · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- David L. Lowe · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- David L. Lowe · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- David L. Lowe · Senior Managing Member · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Melvyn E. Deane · Partner, Insignia Capital Group, Lp; Managing Member, Insignia Capital Partners Gp, Llc · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Tony Broglio · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Tony Broglio · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (6)
- Aaron Keller · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Anthony Lee Broglio · Member · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Mel Deane · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nick DeTrempe · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Nick DeTrempe · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Tiffany Lynne Obenchain · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- Devin White · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- Jess Cabatingan · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kyle Landis · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Raleigh Jevnick · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- Brando Garza · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- George Monroe · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- Sean Kelly · Managing Director, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- Carl Mattias Skjorshammer · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Carl Mattias Skjorshammer · Chief Compliance Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jeremy Alan Thatcher · Chief Financial Officer · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jeremy Alan Thatcher · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- Tiffany Lynne Obenchain · Managing Director · May 1, 2018 to Mar 25, 2021 Inference
- Jeremy Alan Thatcher · Cfo / Cco · May 1, 2013 to Mar 31, 2015 Inference
- Pradyut Mahendrakumar Shah · Managing Director, Chief Financial Officer And Chief Compliance Officer · Sep 1, 2014 to May 1, 2018 Inference
Portfolio
25 relationships, 4 platforms, 8 add-ons
Transactions
13 on record
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (2)
- Monument Group, Inc. 2 shared · recurring · last Jan 1, 2022
- Sixpoint Partners LLC 1 shared · one time · last Jan 1, 2015
Financial advisers (3)
- Canaccord Genuity Corp. 2 shared · recurring · last Jan 7, 2026
- PALAZZO 1 shared · one time · last Sep 26, 2024
- Cascadia Capital 1 shared · one time · last Oct 22, 2024
Legal advisers (3)
- DLA Piper 2 shared · recurring · last Jan 7, 2026
- Aird & Berlis LLP 1 shared · one time · last Jan 7, 2026
- Cooley LLP 1 shared · one time · last Oct 22, 2024
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
16 most recent
- Aug 10, 2026Second Nature Brands Completes Acquisition of Insignia Portfolio Company Tillamook Country Smoker
- Jun 10, 2026Insignia Capital Group, L.P.: Private Equity Funds on Form ADV 4 (2024 extract) -> 6 (roster 2026-09-01)
- Feb 3, 2026New Engen Expands Creator-Powered Offering with Acquisition of Grapevine
- Jan 7, 2026Insignia Capital Group Announces Strategic Investment in Trooh Media
- Jan 7, 2026Insignia Capital Group Announces Strategic Investment in Trooh Media
- Oct 23, 2025Insignia Capital Group Announces Closing of $500 Million Fund III
- Sep 3, 2025Insignia Capital Group Announces Strategic Investment in Tidal
- Sep 3, 2025Insignia Capital Group Announces Strategic Investment in Tidal
- May 12, 2025Chocolate Works Announces Acquisition of Thompson Chocolate
- Dec 3, 2024Market Performance Group Acquires E.A. Langenfeld
- Oct 22, 2024Insignia Capital Group Acquires Oxford Road and Veritone One
- Oct 22, 2024Insignia Capital Group Acquires Oxford Road and Veritone One
- Sep 26, 2024New Engen Acquires Creative-Led Performance Marketing Agency, Donut Digital
- Sep 9, 2024Market Performance Group Acquires TikTok Shop Partner Team Go
- Jul 23, 2024Market Performance Group Acquires Wodika Devine
- Nov 19, 2013Insignia Capital Group, L.P. first filed Form ADV in the extract (ERA)
Across the graphs
Insignia Capital Group, L.P. is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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