INSIGHT EQUITY MANAGEMENT COMPANY LLC

RIASEC RegisteredEst. 2012
Total AUM
$886M
Discretionary
$886M
100% of AUM
Avg account
$49.2M
Accounts
18
Employees
21
Advisory reps
4

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
157092
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Insight Equity Management Company LLC is a private equity fund manager that provides portfolio management for pooled investment vehicles and acts as a sponsor, general partner and managing member of those vehicles. The firm’s client base is institutional and its economics follow a combination of percentage-of-assets management fees and performance-based fees. Strategies center on private equity—both funds it manages directly and allocations to third-party private equity managers—rather than public market stock picking. The adviser is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • WILLIAM TED

    CEO & Managing PartnerCRD 6010961

  • KEVIN SLATON

    Chief Financial OfficerCRD 6010987

Contacts

2 of 2
  • WARREN BONHAM

    PartnerCRD 6179947

  • Peter Jones

    PartnerCRD 7718765

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
1400 Civic Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth