Insigneo Advisory Services, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 282589
· SEC file 801-107256
· Miami, FL
· www.facebook.com
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ADV data as of Jun 08, 2026
- Regulatory AUM
- $5.2B
- Discretionary
- $2.1B
- Clients
- 4,473
- Avg AUM / client
- $1.2M
- Accounts
- 5,107
- Employees
- 223
AUM over time
$40.6M
$5.2B
Jun 2016
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,013 | $835M | 16.2% |
| High net worth individuals | 402 | $1.5B | 28.3% |
| Banking or thrift institutions | 8 | $160M | 3.09% |
| Pooled investment vehicles (non-investment companies) | 2 | $67.2M | 1.3% |
| Pension and profit sharing plans | 16 | $8.5M | 0.16% |
| Charitable organizations | 3 | $9.0M | 0.18% |
| Insurance companies | 4 | $17.3M | 0.34% |
| Corporations and other businesses | 1,025 | $2.6B | 50.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $18.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Insigneo Access Vintage Fund I Lp | Private Equity Fund | Delaware | $18.8M | 30 |
People (220)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Henriquez, Raul | Trustee | Dec 2006 (20y) | GP / trustee / elected manager of Rh Revocable Trust (indirect) | |
| Silva Henriquez, Sara, Roxana | Trustee | Feb 2017 (10y) | GP / trustee / elected manager of Rh Children's Trust (indirect) | |
| Javier Rivero | President And Chief Operating Officer/Director | Mar 2018 (8y) | Less than 5% | |
| Mariela Cecilia Arana Landaeta | Head Of Client Relations | Jul 2019 (7y) | Less than 5% | |
| Mariano Federico Scandizzo | Head Of Asset Management And Portfolio Manager | CFA | Apr 2022 (4y) | Less than 5% |
| Michael Robert Averett | Chief Revenue Officer | Feb 2024 (3y) | Less than 5% | |
| Valladares Torres, Moises | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| Arnett, George, Washington | General Counsel And Corporate Secretary/Director | Dec 2024 (2y) | Less than 5% | |
| Nunez, Francisco | Director | Dec 2024 (2y) | Less than 5% | |
| Moises Nudel | Registered representative | Apr 2016 (10y) | ||
| Tomas Lopez Vargas | Registered representative | Jun 2016 (10y) | ||
| Ahmed Riesgo | Registered representative | Sep 2016 (10y) | ||
| Oscar M Melian | Registered representative | Nov 2016 (10y) | ||
| Astrid Amaranta Arias Ruiz | Registered representative | Jun 2017 (9y) | ||
| Cesar Augusto Arana | Registered representative | Jul 2017 (9y) | ||
| Juan Benjamin Gonzalez Alzaga | Registered representative | Jul 2017 (9y) | ||
| Martin Latugaye | Registered representative | Jul 2017 (9y) | ||
| Robert Ter Braak | Registered representative | Jul 2017 (9y) | ||
| Hernan Nosiglia | Registered representative | Nov 2017 (9y) | ||
| Nicholas Patino | Registered representative | Dec 2017 (9y) | ||
| Jose Omar Rodriguez | Registered representative | CFP | Feb 2018 (9y) | |
| Luis Heliodoro Navas | Registered representative | Mar 2018 (8y) | ||
| Luiz David Azambuja | Registered representative | Mar 2018 (8y) | ||
| Christian Morgan Bagshaw | Registered representative | Apr 2018 (8y) | ||
| Gerardo Ivan Castillo | Registered representative | Jul 2018 (8y) | ||
| Humberto Jose Vega | Registered representative | Jul 2018 (8y) | ||
| Jonathan Albert Ender | Registered representative | Jul 2018 (8y) | ||
| Jorge De Apodaca | Registered representative | Jul 2018 (8y) | ||
| Christian Pierce Watson | Registered representative | Feb 2019 (7y) | ||
| Jose Alfredo Salazar | Registered representative | Mar 2019 (7y) | ||
| Minerva Rodriguez | Registered representative | Mar 2019 (7y) | ||
| Carlos Edmundo Bonadies | Registered representative | May 2019 (7y) | ||
| Felix Jose Dones Pagan | Registered representative | Oct 2019 (7y) | ||
| Mariana Foerster | Registered representative | Nov 2019 (7y) | ||
| Javier David Rodriguez | Registered representative | Feb 2020 (6y) | ||
| Cecilia Maria Socorro Fuenmayor | Registered representative | Feb 2020 (6y) | ||
| Salvador Roberto Diaz Bazan | Registered representative | Mar 2020 (6y) | ||
| Edoardo G Ribetti | Registered representative | May 2020 (6y) | ||
| Miguel Benigno Carrillo | Registered representative | Aug 2020 (6y) | ||
| Albert Alexander Philion | Registered representative | CFP | Sep 2020 (6y) | |
| Andres Brik | Registered representative | Sep 2020 (6y) | ||
| Jaime M Musa | Registered representative | Sep 2020 (6y) | ||
| Jose Nader Calero | Registered representative | Sep 2020 (6y) | ||
| Marcelo Borrelli | Registered representative | Oct 2020 (6y) | ||
| Cristina Beatrice Mendez | Registered representative | CFP | Oct 2020 (6y) | |
| Zoraida Caridad Diaz | Registered representative | Oct 2020 (6y) | ||
| Jose Antonio Vidal | Registered representative | Oct 2020 (6y) | ||
| Luis Antonio Ehlers | Registered representative | Nov 2020 (6y) | ||
| Andres Anastasio Somoza | Registered representative | Dec 2020 (6y) | ||
| Alain Guerra | Registered representative | Mar 2021 (5y) | ||
| Jose Gustavo Aguilar | Registered representative | Mar 2021 (5y) | ||
| Eduardo Jesus Fernandez | Registered representative | Mar 2021 (5y) | ||
| Vivian Caridad Pino | Registered representative | Mar 2021 (5y) | ||
| Luis Fernando Garcia Pinto | Registered representative | Apr 2021 (5y) | ||
| Liliana Borrero Acevedo | Registered representative | Apr 2021 (5y) | ||
| Janel Vidal Perez | Registered representative | Apr 2021 (5y) | ||
| Gonzalo Luis Milian | Registered representative | Apr 2021 (5y) | ||
| Ricardo Maulini | Registered representative | Apr 2021 (5y) | ||
| Harold Jesus Calveira Leon | Registered representative | Apr 2021 (5y) | ||
| Carlos Francisco Van Maanen | Registered representative | May 2021 (5y) | ||
| Felipe Caicedo Llano | Registered representative | May 2021 (5y) | ||
| Juan Carlos Costas | Registered representative | May 2021 (5y) | ||
| John Joseph Romanach | Registered representative | May 2021 (5y) | ||
| Dolores Rodriguez | Registered representative | May 2021 (5y) | ||
| Margaret D Rivera | Registered representative | May 2021 (5y) | ||
| John Lopez | Registered representative | CFP | Jun 2021 (5y) | |
| Lissett Altagracia Hernandez | Registered representative | Jun 2021 (5y) | ||
| Nelson Octavio Vallin | Registered representative | Jun 2021 (5y) | ||
| Juan Agustin Gonzalez | Registered representative | Jun 2021 (5y) | ||
| Yzana Hernandez Oestreicher | Registered representative | CFP | Jul 2021 (5y) | |
| Isadora Melissa Del Llano | Registered representative | Jul 2021 (5y) | ||
| Nilia Gasson | Registered representative | Jul 2021 (5y) | ||
| Maria Elena Garcia | Registered representative | Jul 2021 (5y) | ||
| Jeffrey Brandon Kline | Registered representative | Jul 2021 (5y) | ||
| Jeffrey Brandon Kline | Registered representative | Jul 2021 (5y) | ||
| Francisco Alberto Collado | Registered representative | Aug 2021 (5y) | ||
| Renata Mussalem Machado | Registered representative | Aug 2021 (5y) | ||
| Juan Andres Zenck | Registered representative | Aug 2021 (5y) | ||
| Ciro Vasquez | Registered representative | Sep 2021 (5y) | ||
| Roberto Ramiro Pena | Registered representative | Sep 2021 (5y) | ||
| Vicent Costa | Registered representative | Sep 2021 (5y) | ||
| Alexandra Maribel Panora | Registered representative | Sep 2021 (5y) | ||
| Debra A Tyler | Registered representative | Sep 2021 (5y) | ||
| Antonio Manuel Quelhas | Registered representative | Oct 2021 (5y) | ||
| Ignacio Agustin Barcena | Registered representative | Oct 2021 (5y) | ||
| Anabel Zamora | Registered representative | Nov 2021 (5y) | ||
| Kevin Enrique Concha | Registered representative | Dec 2021 (5y) | ||
| Gabriel Alfredo Ayerbe Lopez | Registered representative | Feb 2022 (4y) | ||
| Felipe Miranda | Registered representative | Mar 2022 (4y) | ||
| Pedro Ignacio Isern | Registered representative | Apr 2022 (4y) | ||
| Mirko Joldzic | Registered representative | Apr 2022 (4y) | ||
| John Edwin Healy | Registered representative | Oct 2022 (4y) | ||
| Armando Alejandro Tous | Registered representative | Oct 2022 (4y) | ||
| Carlos Andres Bonnin Lugo | Registered representative | Dec 2022 (4y) | ||
| James Michael Jiao | Registered representative | Jan 2023 (4y) | ||
| Laura Poo | Registered representative | Jan 2023 (4y) | ||
| Manuel Uranga | Registered representative | Jan 2023 (4y) | ||
| Maria Solanet | Registered representative | Feb 2023 (3y) | ||
| Pedro Lawrie | Registered representative | Feb 2023 (3y) | ||
| Angel Luis Colina | Registered representative | Mar 2023 (3y) | ||
| Stephanie Marie Cabrera | Registered representative | Mar 2023 (3y) | ||
| Carolina Thompson | Registered representative | Mar 2023 (3y) | ||
| Maria Ximena Guevara Fajardo | Registered representative | Mar 2023 (3y) | ||
| Anna S Somoza | Registered representative | Aug 2023 (3y) | ||
| Eric Serfaty | Registered representative | Aug 2023 (3y) | ||
| Javier Alejo Fernandez | Registered representative | CFA | Sep 2023 (3y) | |
| Pedro Ignacio Jr. Isern | Registered representative | Sep 2023 (3y) | ||
| Ignacio Alberto Arata | Registered representative | CFA | Sep 2023 (3y) | |
| Evelyn Mercedes Benbrahim | Registered representative | Sep 2023 (3y) | ||
| Alberto Valdes | Registered representative | CFP Chartered Financial Consultant | Sep 2023 (3y) | |
| Andrea Federica Hernandez Zavarce | Registered representative | Oct 2023 (3y) | ||
| Mariela May | Registered representative | Oct 2023 (3y) | ||
| Veronica Lopez Lopez | Registered representative | Oct 2023 (3y) | ||
| Elias Fakhouri | Registered representative | Nov 2023 (3y) | ||
| Robert H. Moore | Registered representative | Nov 2023 (3y) | ||
| Oscar Eduardo Fernandez Este | Registered representative | Dec 2023 (3y) | ||
| Juan Pablo Bolanos | Registered representative | Dec 2023 (3y) | ||
| Juan Pablo Fortoul Solorzano | Registered representative | Dec 2023 (3y) | ||
| Samuel Morales | Registered representative | Dec 2023 (3y) | ||
| Maria De Las Mercedes Gonzalez | Registered representative | Dec 2023 (3y) | ||
| Beatrice Francoise Nunez | Registered representative | Dec 2023 (3y) | ||
| Minerva Ayala Santos | Registered representative | Dec 2023 (3y) | ||
| Ricardo Ruiz Velez | Registered representative | Dec 2023 (3y) | ||
| Kyle M Hernandez | Registered representative | Jan 2024 (3y) | ||
| Juan Carlos Amado | Registered representative | Jan 2024 (3y) | ||
| Oriana Rebollar | Registered representative | Jan 2024 (3y) | ||
| Nicole Marie Spirgatis | Registered representative | Feb 2024 (2y) | ||
| Patricia Patricia Holder | Registered representative | Feb 2024 (2y) | ||
| Heyneer Ivan Mora | Registered representative | Mar 2024 (2y) | ||
| Andrea Margaret Hebditch | Registered representative | Mar 2024 (2y) | ||
| Victor James Hebditch | Registered representative | CFA | Apr 2024 (2y) | |
| Samuel Goihman Benaim | Registered representative | Jun 2024 (2y) | ||
| Raily J Diaz Rodriguez | Registered representative | Aug 2024 (2y) | ||
| Michael Edward Gonzalez | Registered representative | Aug 2024 (2y) | ||
| Mauricio A Viaud | Registered representative | Sep 2024 (2y) | ||
| Jerry Orosco Orosco | Registered representative | Sep 2024 (2y) | ||
| Esteban Alberto Diaz Fadic | Registered representative | Oct 2024 (2y) | ||
| Rene Emilio Faria Gonzalez | Registered representative | Nov 2024 (2y) | ||
| Alberto David Lopez | Registered representative | Jan 2025 (2y) | ||
| Bernardo Ferrao Lucena | Registered representative | Jan 2025 (2y) | ||
| Ignacio Mario Seveso | Registered representative | Jan 2025 (2y) | ||
| Javier Ademar Prego Rivero | Registered representative | CFA | Jan 2025 (2y) | |
| Jorge Andres Lopez | Registered representative | Jan 2025 (2y) | ||
| Santiago Tolomei | Registered representative | CFA | Jan 2025 (2y) | |
| Rodolfo Castilla | Registered representative | Jan 2025 (2y) | ||
| Jeannie P. Adams | Registered representative | Jan 2025 (2y) | ||
| Alejandro Rubinstein | Registered representative | Jan 2025 (2y) | ||
| Angel Luis Colina | Registered representative | Feb 2025 (1y) | ||
| Jason Jimenez | Registered representative | Mar 2025 (1y) | ||
| Reynaldo Hellmund | Registered representative | Apr 2025 (1y) | ||
| Juan Martin Campuzano | Registered representative | May 2025 (1y) | ||
| Marcello Zaffaroni | Registered representative | May 2025 (1y) | ||
| Camilo Januario Ferreira Gomes | Registered representative | May 2025 (1y) | ||
| Melissa Michelle Cobas Leon | Registered representative | May 2025 (1y) | ||
| Jorge M Oliveira | Registered representative | May 2025 (1y) | ||
| Jose Israel Balmaceda | Registered representative | Jun 2025 (1y) | ||
| Guillermo Porras | Registered representative | Jun 2025 (1y) | ||
| Lisandro J Chanlatte | Registered representative | Jul 2025 (1y) | ||
| Ariel Materin | Registered representative | Jul 2025 (1y) | ||
| Jennifer Ramos | Registered representative | Jul 2025 (1y) | ||
| Nelson David Spiess | Registered representative | Jul 2025 (1y) | ||
| Leandro Rafael Infantino | Registered representative | Jul 2025 (1y) | ||
| Javier Cortina Obregon | Registered representative | Aug 2025 (1y) | ||
| Nicole Estefania Flores Santos | Registered representative | Aug 2025 (1y) | ||
| Jose Manuel Cobian Moran | Registered representative | Aug 2025 (1y) | ||
| Ricardo Roberts | Registered representative | Aug 2025 (1y) | ||
| Alberto Valdes | Registered representative | Aug 2025 (1y) | ||
| Mayobanex Martinez | Registered representative | Aug 2025 (1y) | ||
| Maria A Hebditch | Registered representative | Aug 2025 (1y) | ||
| Alejandra Aragones | Registered representative | Sep 2025 (1y) | ||
| Fabio Prada Ferreira | Registered representative | Sep 2025 (1y) | ||
| Jairo Mijares Moreno Moreno | Registered representative | Oct 2025 (1y) | ||
| Mauricio D Ranut | Registered representative | CFA | Oct 2025 (1y) | |
| Eduardo Antonio Morales Cruz | Registered representative | Nov 2025 (1y) | ||
| Karem M Andraus | Registered representative | Nov 2025 (1y) | ||
| Lilian Cristina Perez | Registered representative | Nov 2025 (1y) | ||
| Jose Alexis Cabrera | Registered representative | Nov 2025 (1y) | ||
| Jose Cabrera | Registered representative | Nov 2025 (1y) | ||
| Kristina Cabrera | Registered representative | Nov 2025 (1y) | ||
| Adrian Leon | Registered representative | CFA | Dec 2025 (1y) | |
| Edward Varona | Registered representative | Jan 2026 (1y) | ||
| Fernando Perez Castillo | Registered representative | Jan 2026 (1y) | ||
| Renato Bersano Rizzatti | Registered representative | Jan 2026 (1y) | ||
| Renato Bisconcini | Registered representative | Jan 2026 (1y) | ||
| Juan Andres Mendoza | Registered representative | Feb 2026 (0y) | ||
| Carlos Manuel Asilis | Registered representative | Feb 2026 (0y) | ||
| Hector Alejandro Equihua | Registered representative | Feb 2026 (0y) | ||
| Eduardo Solano Arroyo | Registered representative | Mar 2026 (0y) | ||
| Andrea Constanza Daniela Narbona Letelier | Registered representative | Mar 2026 (0y) | ||
| Lucio Fabricio Pachiardi | Registered representative | Mar 2026 (0y) | ||
| Diego Castillo Escoriaza | Registered representative | Apr 2026 (0y) | ||
| Natalia Techera | Registered representative | Apr 2026 (0y) | ||
| Alejandro M Guardiola | Registered representative | CFA | May 2026 (0y) | |
| Ammar Said Abu Lughod | Registered representative | Jun 2026 (0y) | ||
| Antonio Fernandez Gutierrez | Registered representative | Jun 2026 (0y) | ||
| Gilherme Andre Dos Santos Makhoul | Registered representative | Jun 2026 (0y) | ||
| Monica Cleves | Registered representative | Jun 2026 (0y) | ||
| Vanessa Nicole Elkins | Registered representative | Jun 2026 (0y) | ||
| Gibran Jose Abdala Hadad | Registered representative | Jun 2026 (0y) | ||
| Simon Correa Vanegas | Registered representative | Jun 2026 (0y) | ||
| Juan Carlos Sanchez Costes | Registered representative | Jun 2026 (0y) | ||
| Juan Manuel Ramos Fernandez | Registered representative | Jun 2026 (0y) | ||
| Valeria Trauer | Registered representative | Jun 2026 (0y) | ||
| Juan Manuel De Los Reyes Cordova | Registered representative | Jun 2026 (0y) | ||
| Leon Rafael Alvarez | Registered representative | Jun 2026 (0y) | ||
| Mauricio Leyva Santa Maria | Registered representative | Jun 2026 (0y) | ||
| Eduardo Alfredo Vale Nieto | Registered representative | Jun 2026 (0y) | ||
| Javier Augusto Soria | Registered representative | Jun 2026 (0y) | ||
| Paulina Merino | Registered representative | Jun 2026 (0y) | ||
| Melvin Saballos | Registered representative | Jun 2026 (0y) | ||
| Carlos Arturo Morales | Registered representative | Jun 2026 (0y) | ||
| Lorenzo Matias Guzman | Registered representative | Jun 2026 (0y) | ||
| Andres Matias Silva | Registered representative | Jun 2026 (0y) | ||
| Santiago Pena Diaz | Registered representative | Jul 2026 (0y) | ||
| Cristina Eugenia Torres Dager | Registered representative | Jul 2026 (0y) | ||
| Rafael Felipe Gomez Gutierrez | Registered representative | Jul 2026 (0y) | ||
| Alvaro Felipe Quintero Corredor | Registered representative | Jul 2026 (0y) | ||
| Juan C Londono | Registered representative | Jul 2026 (0y) | ||
| Maria Pia Acevez | Registered representative | Jul 2026 (0y) | ||
| Andre Filipe Da Silva Reid | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Insigneo Financial Group, Llc | Member Class A | Feb 2017 | A | 75% or more |
| Insigneo Puerto Rico Partnership Holdings Llc | Member Class B | Dec 2024 | A | 10% – 25% |
| Insigneo Securities Partnership Holdings Llc | Member Class B | Dec 2024 | A | 10% – 25% |
| R Henriquez Holdings, Llc | Member | Feb 2017 | B | ≈ 14.06% – 50% via Northeastgis Holdings, Inc. |
| Rh Revocable Trust | Member | Dec 2006 | B | ≈ 10.55% – 50% via R Henriquez Holdings, Llc |
| Insigneo Financial Group, Llc | Member | Dec 2024 | B | ≈ 7.5% – 25% via Insigneo Puerto Rico Partnership Holdings Llc |
| Northeastgis Holdings, Inc. | Shareholder | Feb 2017 | B | ≈ 18.75% – 50% via Insigneo Financial Group, Llc |
| Rh Children's Trust | Member | Feb 2017 | B | ≈ 3.52% – 25% via R Henriquez Holdings, Llc |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- R Henriquez Holdings, Llc: 75% – 100% of Northeastgis Holdings, Inc. × 25% – 50% of Insigneo Financial Group, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Rh Revocable Trust: 75% – 100% of R Henriquez Holdings, Llc × 75% – 100% of Northeastgis Holdings, Inc. × 25% – 50% of Insigneo Financial Group, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Insigneo Financial Group, Llc: 75% – 100% of Insigneo Puerto Rico Partnership Holdings Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Northeastgis Holdings, Inc.: 25% – 50% of Insigneo Financial Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Rh Children's Trust: 25% – 50% of R Henriquez Holdings, Llc × 75% – 100% of Northeastgis Holdings, Inc. × 25% – 50% of Insigneo Financial Group, Llc × 75% – 100% direct ≈ 3.52% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $18.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Insigneo Access Vintage Fund I Lp | Private Equity Fund | $18.8M | $100K | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.78 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • REBATES/TRAILER FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $3.4B (66% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗