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| Happy Holidays!! thanks for using AUM13F!! |
| Insight 2811 Inc
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| CRD # | 109784 |
| SEC # | 801-54428 |
| CIK # | 0001334952 |
| AUM | $314.0 M (2025-06-16) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 312-429-0880 |
| Address | 141 W Jackson Blvd Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Fortune Brands Home & Security Inc | 1.2 | ||
| Oracle Corp | 1.2 | ||
| Cisco Systems Inc | 1.0 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| International Business Machines Corp | 0.9 | ||
| Arch Capital Group Ltd | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | AZA Pooled Real Estate LLC | 2012-03-27 | 3.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 83.3 |
| (b) Individuals (high net worth individuals) | 98 | 201.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 26.1 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.4 |
| (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 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 845 | 314.0 |
| By Discretionary | ||
| Discretionary | 833 | 309.6 |
| Non-Discretionary | 12 | 4.4 |
| Total | 845 | 314.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 312.3 | |
| Total | 845 | 314.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001334952] | |
| SC 13G | [0001334952] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Insight 2811 Inc | BJS Restaurants Inc | [2016-02-12] |
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