Adviser’s Formation Insigneo Advisory Services, LLC (“Insigneo”, “IAS”, or the Adviser”) is a limited liability company formed in Florida. The Adviser was originally established in 2011 as Global Advisory Services, LLC. The Adviser is owned directly by Insigneo Financial Group, LLC formerly known as Insigneo Financial Services, LLC, which is indirectly owned and controlled by Raul Henriquez. IAS also maintains associated persons that conduct business under alternative names or “doing business as” (“DBA”) entities. As such names listed on IAS’ Form ADV Part 1(B), Schedule D include various alternative names (also referred to as “DBAs”), which are utilized to conduct IAS’ advisory activities. The “DBA” entities utilized by associated persons are not broker-dealers or investment advisers and are not under common ownership with Insigneo Securities or IAS. Types of Advisory Services IAS provides investment advisory services to retail and institutional clients through specialized programs described below. Adviser provides investment advisory services to clients through the management of investment portfolios in accordance with the objectives, guidelines, and risk profiles of individual clients. Clients provide such information to Adviser at or before the time they enter into an advisory agreement with Adviser. The Adviser may provide additional services to clients as negotiated with each client and Adviser may charge a fee that would be negotiated with the client. Clients may impose reasonable restrictions on the management of their Accounts, by restricting particular securities or types of investments. Clients should be aware that performance of restricted accounts may differ from performance of accounts without such impediments, possibly producing lower overall results. 1. Insigneo Managed Accounts (“Managed Accounts”) Adviser offers advisory services through various types of discretionary and non-discretionary accounts in accordance with each client’s investment objectives. The Adviser’s discretionary and non-discretionary investment management services include the design, structure, and implementation of investment strategies for Managed Accounts. o Discretionary Accounts Adviser offers discretionary Managed Accounts that are customized to each client. Managed Accounts managed on a discretionary basis may focus on investments in specified and limited kinds of assets and securities, in limited markets, or they may be broad-based across many asset classes and markets. For client accounts managed on a discretionary basis, the Adviser will have full authority with respect to the notional value of purchases and sales of securities in traditional asset classes such as equities, mutual funds and fixed income securities and derivatives. The Adviser will also have the authority with respect to the timing of when a transaction is placed in an account. These accounts are managed by the financial advisor, who ultimately determines the investment strategy and asset breakdown based on clients’ needs, investment objectives and risk tolerance. o Non-Discretionary Accounts Adviser offers non-discretionary Managed Accounts. Each non-discretionary agreement typically defines the services to be provided and if a fee is charged, the fees will also be agreed to in the advisory agreement. Adviser also provides recommendations and research regarding the investment of securities and cash in a client’s account. These services are individually tailored to each client’s needs and such advice may be provided to accounts with assets maintained at various third parties, depending on the client. For client accounts managed on a non-discretionary basis, clients will make the final decision with respect to the purchase or sale of any securities in their account(s) following the investment strategy discussed with the financial advisor. The Adviser will always obtain client consent prior to placing any transactions in non-discretionary accounts. 2. Insigneo MultiAsset Portfolios (“I-maps”) Adviser provides investment advisory services through its own managed

portfolio, namely Insigneo MultiAsset Portfolios (“I-maps”), on a discretionary basis only. With I-maps, the Adviser has a set strategy depending on the client’s investment objective. An Investment Committee dedicated to I-maps selects securities appropriate for clients’ risk profile which are held directly in the clients’ account(s). The Investment Committee meets regularly to monitor performance of the modeled portfolios and discuss rebalancing and overall economic conditions. 3. Third-Party Managers Based upon the stated investment objectives of the client, the Adviser may recommend to certain clients that they authorize the active discretionary management of a portion of their assets by certain investment managers that are not affiliated with Adviser. Adviser shall continue to render services to the client and, in addition, monitor and review the performance of the third-party manager and the performance of the client’s accounts that are being managed. From time-to-time, Adviser may also recommend affiliated investment managers to certain clients based on their investment objectives, guidelines, and risk profiles. 4. Consulting Services The Adviser also provides portfolio consulting services where the client will retain the ultimate responsibility for the implementation of any or all of the recommendations. Portfolio consulting assets are considered assets under advisement and are not included in our firm’s regulatory assets under management. Account supervision is guided by conversations with the client, desired targets, as well as other individual considerations, such as taxes. Clients can impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Our consulting services include investigating, analyzing, structuring, and negotiating potential investments, reporting and consolidating information of accounts held across one or more custodians, as well as monitoring the performance of investments and advising clients as to the disposition of investment opportunities. The Adviser can also provide administrative services, and/or act as a liaison between the client and other professionals (such as lawyers, accountants, and property managers, among others). Consulting Services provided and the role of the Adviser may vary for each client and are subject to the needs of each client. The consulting service agreement for each client will typically disclose how the Adviser will be servicing each client. Other Services Insigneo serves as the Investment Adviser to Insigneo Access – Vintage Fund I LP, which is a Delaware limited partnership (the “Partnership”). The Partnership is offering limited partnership interests in the Partnership (the “Interests”) pursuant to the Private Offering Memorandum (the “Memorandum”). The General Partner has delegated to Insigneo Advisory Services, an affiliate of the Insigneo General Partner, full and exclusive discretionary authority to invest and, subject to certain limitations, reinvest the Partnership’s assets Assets under Management As of December 31st, 2023 IAS had assets under management of $2,243,873,276 managed on a discretionary basis, and $823,527,699 managed on a non-discretionary basis, for total assets under management (“AUM”) of $3,067,400,975. In addition, IAS maintains assets under advisement of $374,564,053 which correspond primarily to consulting services not reported on Form ADV Part 1A. Wrap Program IAS currently maintains a Wrap Fee Program. Wrap fee programs are inclusive of most transaction costs and fees. IAS’ wrap program, for accounts managed on a discretionary or non-discretionary basis, includes certain transaction execution and/or clearing fees, but excludes processing and service-related fees assessed by its affiliate broker-dealer at pre- established rates per transaction and security type. IAS will receive the differential of the Wrap fee minus brokerage costs. There is no difference in the investment process based on the fee program selected by the client.