# Capinsights Partners, LLC

> Capinsights Partners, LLC is a state-registered investment advisory firm in Greenwich, CT, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated July 24, 2026.

- CRD: 327448
- Filed as: CAPINSIGHTS PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327448
- AdvisorCensus page: https://advisorcensus.com/firm/capinsights-partners-llc-greenwich-ct-327448

## Quick answers

**How is Capinsights Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capinsights Partners, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capinsights Partners, LLC located?**
Capinsights Partners, LLC's principal office is in Greenwich, CT, according to its Form ADV.

**Is Capinsights Partners, LLC registered with the SEC or a state?**
Capinsights Partners, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 327448.

**How have Capinsights Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Capinsights Partners, LLC: Total employees: 5 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Capinsights Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327448

**What changed in Capinsights Partners, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in FL, IL, MA, MN, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capinsights.partners
- LinkedIn @capinsights-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 5 | July 18, 2023 |
| October 2024 | Not reported | 5 | March 28, 2024 |
| October 2025 | Not reported | 6 | June 23, 2025 |
| October 2026 | Not reported | 6 | July 24, 2026 |

Total employees: 5 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in FL, IL, MA, MN, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capinsights Partners, LLC (CRD 327448): Form ADV filing data as of October 2026.
