|
⚲
|
| Insight 2811 Inc
✚
| |
|---|---|
| CRD # | 109784 |
| SEC # | 801-54428 |
| CIK # | 0001334952 |
| AUM | $313.8 MM (2024-03-29) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 312-429-0880 |
| Address | 141 W Jackson Blvd Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.9 | |
| MSFT | 1,918,222.4 | 1.6 | |
| FBIN | 1.5 | ||
| ACGL | 16,802.9 | 1.0 | |
| GOOG | 1,482,566.4 | 0.9 | |
| MRK | 232,371.9 | 0.9 | |
| ORCL | 182,760.6 | 0.8 | |
| CSCO | 178,309.9 | 0.8 | |
| JNJ | 465,600.2 | 0.8 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | AZA Pooled Real Estate LLC | 2012-03-27 | 3.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 89.6 |
| (b) Individuals (high net worth individuals) | 96 | 190.7 |
| (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 | 10 | 25.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 3.0 |
| (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 | 6 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 890 | 313.8 |
| By Discretionary | ||
| Discretionary | 875 | 305.5 |
| Non-Discretionary | 15 | 8.2 |
| Total | 890 | 313.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 312.2 | |
| Total | 890 | 313.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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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