Insight Investment

RIASEC RegisteredEst. 2009

Total AUM

$171B

Discretionary

$163B

95% of AUM

Avg account

$91.1M

Accounts

1,879

Employees

238

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 145995
Registered since: March 10, 2009
Website: www.insightinvestment.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans36.08%
Investment Companies17.16%
Other Investment Advisers15.31%
Insurance Companies11.65%
Corporations / Businesses10.84%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Insight Investment is an SEC-registered limited liability company that operates as an institutional registered investment adviser and capital allocator. The firm provides portfolio management across a range of client types — individuals and families as well as institutional entities — and manages separate accounts, pooled vehicles and investment companies. Its advisory mandate includes selecting and overseeing third‑party managers, and its business registrations and affiliations extend beyond advisory work into roles such as commodity pool operator/commodity trading advisor (CPO/CTA), broker‑dealer relationships, banking and trust capacities, and sponsor or managing member duties for pooled funds. The firm charges both percentage-of-AUM fees and performance-based fees, and describes itself as an active ESG investor. Its stated investment preference skews toward fixed income, with an institutional emphasis on investment‑grade corporate bonds.