|
⚲
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| Insight 2811 Inc
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|
|
|---|---|
| CRD # | 109784 |
| SEC # | 801-54428 |
| CIK # | 0001334952 |
| AUM | $267.9 MM (2023-03-23) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 312-429-0880 |
| Address | 141 W Jackson Blvd Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.8 | |
| MSFT | 1,918,222.4 | 1.2 | |
| CSCO | 178,309.9 | 1.0 | |
| MRK | 232,371.9 | 1.0 | |
| JNJ | 465,600.2 | 1.0 | |
| MDLZ | 85,415.8 | 0.8 | |
| GOLD | 33,007.1 | 0.8 | |
| ACGL | 16,802.9 | 0.7 | |
| DHR | 183,136.1 | 0.7 | |
| PG | 338,108.9 | 0.7 | |
| View All | |||
| 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) | 219 | 75.2 |
| (b) Individuals (high net worth individuals) | 91 | 164.2 |
| (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 | 23.6 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 3.2 |
| (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 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 800 | 267.9 |
| By Discretionary | ||
| Discretionary | 787 | 261.0 |
| Non-Discretionary | 13 | 6.9 |
| Total | 800 | 267.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 266.5 | |
| Total | 800 | 267.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 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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