CAPINSIGHTS PARTNERS, LLC
CRD #327448 SEC #801-128581 GREENWICH, CT 617.872.7174
SEC Registered
Total AUM
--
Discretionary
--
Employees
6
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Cahal, Jamie, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cahal, Jamie, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| MODICA, MATTHEW, AARON | I | CHIEF OPERATING OFFICER | NA | Control |
| MODICA, MATTHEW, AARON | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| MODICA, MATTHEW, AARON | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| NELSON, STEVEN, ROBERT | I | CO-FOUNDER AND CEO | E | Control |
| NELSON, STEVEN, ROBERT | I | CO-FOUNDER AND CEO | E | Control |
| NELSON, STEVEN, ROBERT | I | CO-FOUNDER AND CEO | E | Control |
| NELSON, STEVEN, ROBERT | I | FOUNDER AND CEO | E | Control |
| NELSON, STEVEN, ROBERT | I | FOUNDER AND CEO | E | Control |
| NELSON, STEVEN, ROBERT | I | FOUNDER AND CEO | E | Control |
| Mayes, Ralph, Thomas | I | CO-FOUNDER AND COO | B | Control |
| Mayes, Ralph, Thomas | I | CO-FOUNDER AND COO | B | Control |
| Mayes, Ralph, Thomas | I | CO-FOUNDER AND COO | B | Control |
Registrations
Federal
IA
Sep 11, 2025 REGISTERED
Notice Filings (6)
CT FL IL MA MN NC
Address
48 MAPLE AVENUE, STE 101GREENWICH, CT 06830
United States
Phone: 617.872.7174