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 investment adviser (registered since 2009) organized as a limited liability company that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers portfolio management across client types — including individuals, pooled vehicles, investment companies and institutional clients — and provides selection of other advisers. It also functions in CPO/CTA capacities and maintains a range of industry affiliations that include broker-dealer relationships, municipal advisory activity, security‑based swap dealing, banking and trust relationships, and roles as sponsor or managing member of pooled vehicles. Fee arrangements include asset-based fees and performance-linked compensation. Insight Investment identifies as an active ESG investor.