← Back to searchVisit website
INSIGHT INVESTMENT RESEARCH
INSIGHT INVESTMENT RESEARCH LLP
CRD 168324 · SEC 801-78519
Advisory firmLLP
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 2 advisory reps; 25 broker-dealer reps
Clients
—
Fees
Fixed fees; SOFT DOLLAR COMMISSION AGREEMENTS
Org form
Limited Liability Partnership
Filing date
2025-06-19
Disciplinary history
No
Services
Publication of periodicalsSecurity ratingsPROVIDE INVESTMENT RESEARCH TO INSTITUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 25 | — |
All web addresses on file
Official SEC filing: View on IAPD