INSYMPHONY CAPITAL ADVISORS, LLC
CRD #127075 SEC #801-62337 PHOENIX, AZ 602-381-0177
SEC Registered
Total AUM
$19.7M
Discretionary
$0
Employees
5
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 21, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HORTON, ROSE, VICTORIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORTON, ROSE, VICTORIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORTON, ROSE, VICTORIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOSKOWITZ, JASON, MARK | I | CEO | NA | Control |
| MOSKOWITZ, JASON, MARK | I | CEO | NA | Control |
| MOSKOWITZ, JASON, MARK | I | CEO | NA | Control |
| NAPOLIELLO, MICHAEL, EDWIN | I | CHAIRMAN | NA | Control |
| NAPOLIELLO, MICHAEL, EDWIN | I | CHAIRMAN | NA | Control |
| NAPOLIELLO, MICHAEL, EDWIN | I | CHAIRMAN | NA | Control |
| PORTIGAL, BLAIR, JAY | I | PRESIDENT | NA | Control |
| PORTIGAL, BLAIR, JAY | I | PRESIDENT | NA | Control |
| PORTIGAL, BLAIR, JAY | I | PRESIDENT | NA | Control |
| INSYMPHONY PRIVATE CAPITAL, LLC | DE | SOLE MEMBER | E | Control |
| INSYMPHONY PRIVATE CAPITAL, LLC | DE | SOLE MEMBER | E | Control |
| INSYMPHONY PRIVATE CAPITAL, LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NAPOLIELLO, MICHAEL, EDWIN | I | V2 VENTURES HOLDINGS, LLC | F | Control |
| NAPOLIELLO, MICHAEL, EDWIN | I | V2 VENTURES HOLDINGS, LLC | F | Control |
| NAPOLIELLO, MICHAEL, EDWIN | I | V2 VENTURES HOLDINGS, LLC | F | Control |
| MOSKOWITZ, JASON, MARK | I | V2 VENTURES HOLDINGS, LLC | E | Control |
| MOSKOWITZ, JASON, MARK | I | V2 VENTURES HOLDINGS, LLC | E | Control |
| MOSKOWITZ, JASON, MARK | I | V2 VENTURES HOLDINGS, LLC | E | Control |
| PORTIGAL, BLAIR, JAY | I | BENTLEY CAPITAL LLC | E | Control |
| PORTIGAL, BLAIR, JAY | I | BENTLEY CAPITAL LLC | E | Control |
| PORTIGAL, BLAIR, JAY | I | BENTLEY CAPITAL LLC | E | Control |
| V2 VENTURES HOLDINGS, LLC | DE | INSYMPHONY PRIVATE CAPITAL, LLC | D | Control |
| V2 VENTURES HOLDINGS, LLC | DE | INSYMPHONY PRIVATE CAPITAL, LLC | D | Control |
| V2 VENTURES HOLDINGS, LLC | DE | INSYMPHONY PRIVATE CAPITAL, LLC | D | Control |
| BENTLEY CAPITAL LLC | DE | INSYMPHONY PRIVATE CAPITAL, LLC | C | Control |
| BENTLEY CAPITAL LLC | DE | INSYMPHONY PRIVATE CAPITAL, LLC | C | Control |
| BENTLEY CAPITAL LLC | DE | INSYMPHONY PRIVATE CAPITAL, LLC | C | Control |
Registrations
Federal
IA
Sep 21, 2005 REGISTERED
Notice Filings (2)
AZ CA
Address
2525 EAST CAMELBACK ROADSUITE 1050
PHOENIX, AZ 85016
USA
Phone: 602-381-0177