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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.

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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

TypeClientsAUM
Investment companies25

All web addresses on file

Official SEC filing: View on IAPD