Capinsights Partners, Llc
State-registered
Investment Adviser
CRD 327448
· SEC file 801-128581
· Greenwich, CT
· www.linkedin.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cahal, Jamie, Lynn | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Mayes, Ralph, Thomas | Co Founder And Coo | Jul 2023 (3y) | 10% – 25% | |
| Steven Robert Nelson | Co Founder And Ceo | Jul 2023 (3y) | 75% or more | |
| Matthew Aaron Modica | Registered representative | May 2026 (0y) | ||
| Robert Shaughnessy Schwab | Registered representative | May 2026 (0y) | ||
| Eric James Perry | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.04 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
- • Other fees
- • CONSULTING AND SOLICITING FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗