CAPINSIGHTS PARTNERS, LLC
Adviser information for CAPINSIGHTS PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | CONSULTING |
|---|---|
| Compensation | CONSULTING FEES |
Identifiers
| SEC RIA File Number | 801-128581 |
|---|---|
| SEC ERA File Number | 801-128581 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327448 |
| Legal Entity Identifier | None |
Principal Office
1250 REVOLUTION MILL DR#150
GREENSBORO
NC
United States
Monday - Friday, 8:30AM-5PM
Tel: 326-740-4710, Fax: None
Chief Compliance Officer
JAMIE L. CAHAL
1250 REVOLUTION MILL DR
#150
GREENSBORO
NC
United States
Tel:
5136184485
J*****@*********M
(Full email address available in API data)
Industry Affiliates
| BLUEPRINT FINANCIAL ADVISORS | Other investment adviser, including financial planners |
| BLUEPRINT FUND MANAGEMENT | Other investment adviser, including financial planners |
| BLUEPRINT INVESTMENT PARTNERS LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Mayes, Ralph, Thomas | Individual | – | CO-FOUNDER AND COO | 07/2023 | 10-25% |
| NELSON, STEVEN, ROBERT | Individual | – | CO-FOUNDER AND CEO | 07/2023 | > 75% |
| Cahal, Jamie, Lynn | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |