Insana Capital Partners LP (Fort Lee)

Insana Capital Partners LP is a large advisory firm based in Fort Lee. It manages $116.13 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New Jersey.

Insana Capital Partners provides selection of other advisers and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Insana Capital Partners: assets under management

The assets under management (AUM) of Insana Capital Partners LP is $116.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 174% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $116.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Insana Capital Partners LP for their services and products based on a percentage of assets under management and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Insana Capital Partners LP

Shane Irving Burn has served as the Chief Investment Officer since 1 May 2007. Ronald G Insana joined the executive team most recently as the President & Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.L.C. Insana Capital Management	General partner	1 Mar 2006	75% - 100%	11-3777940
Ronald G Insana	Managing director	1 Mar 2006	Other	5275323
John S. Roglieri	Limited partner / president	1 Aug 2006	Other	4941308
Kenneth Christopher Bibko	Chief compliance officer / general counsel	1 Sep 2006	Other	4371064
John A. Vecchio	Coo	1 Sep 2006	Other	4213103
Shane Irving Burn	Chief investment officer	1 May 2007	Other	2667777
Ronald G Insana	President & chief executive officer	1 Dec 2007	Other	5275323
Thomas Patrick Kuntz	Executive vice president	1 Dec 2007	Other	1908948

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Insana	Managing member	1 Mar 2006	75% - 100%	5275323

Based in Fort Lee

The principal office where Insana Capital Partners LP performs its advisory services is located at 2200 Fletcher Avenue, Fort Lee, NJ 07024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-592-7008 or by fax 201-592-8007. The normal business hours are 9am - 5pm on Monday - Friday.