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INSIGHT INVESTMENT
INSIGHT NORTH AMERICA LLC
CRD 145995 · SEC 801-69964
200 PARK AVENUE, 7TH FLOOR, NEW YORK, NY, 10166-0005, United States
Phone
212-527-1800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.09B
Discretionary AUM
$162.57B
Team
238 total employees; 112 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1238 | $5.52B |
| Investment companies | 106 | $29.37B |
| Pooled investment vehicles | 22 | $3.92B |
| Pension/profit sharing plans | 138 | $61.72B |
| Charitable organizations | 8 | $686.5M |
| State/municipal entities | 11 | $2.32B |
| Other investment advisers | 7 | $26.19B |
| Insurance companies | 170 | $19.93B |
| Corporations/business entities | 176 | $18.55B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD