Capital Insight Partners LLC
- Assets, Funds, Holdings
| Capital Insight Partners LLC
|
| CRD # | 147165 |
| SEC # | 801-69421 |
| CIK # | 0001664385 |
| AUM |
|
| Employees |
9 (78% Investors, 11% Brokers)
|
| Phone | 480-295-7070 |
| Address | 7328 East Deer Valley Road
Scottsdale, AZ 85255 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
250
|
97.0 |
| (b) Individuals (high net worth individuals) |
175
|
519.6 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
1
|
64.2 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
35 |
148.9 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
993 |
829.6 |
| By Discretionary |
| Discretionary |
978 |
802.0 |
| Non-Discretionary |
15 |
27.7 |
| Total |
993 |
829.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
829.6 |
| Total |
993 |
829.6 |
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