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Capital Insights Group of WNY
Capital Insights Group of WNY, LLC. is an SEC-registered investment adviser in Buffalo, NY, registered since 2023. The firm manages $59 million in assets,...
Overview
Capital Insights Group of WNY, LLC. is an SEC-registered investment adviser in Buffalo, NY, registered since 2023. The firm manages $59 million in assets, $58 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
Who runs investment decisions at Capital Insights Group of WNY?
The firm's leadership is not publicly disclosed. No named principals or investment committee members appear in public records or official communications.
Does Capital Insights Group of WNY engage in direct investments or fund commitments?
The firm's investment structure is not publicly documented. Most small to mid-sized single-family offices pursue a mix of direct investments and fund commitments, but no specific activity is confirmed.
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