INSIGHT EQUITY MANAGEMENT COMPANY LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 157092
- Registered since
- March 30, 2012
- Website
- www.insightequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2WILLIAM TED
CEO & Managing PartnerCRD 6010961
KEVIN SLATON
Chief Financial OfficerCRD 6010987
Contacts
2 of 2WARREN BONHAM
PartnerCRD 6179947
Peter Jones
PartnerCRD 7718765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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