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| Insight Advisors LLC
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| |
|---|---|
| CRD # | 168057 |
| SEC # | 801-78355 |
| CIK # | 0001844880 |
| AUM | $703.0 MM (2024-03-28) |
| Employees | 19 (100% Investors, 11% Brokers) |
| Phone | 215-550-6011 |
| Address | 10 N State Street Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 22.6 | |
| NVDA | 399,550.0 | 22.5 | |
| AMZN | 1,092,997.8 | 9.2 | |
| MSFT | 1,918,222.4 | 8.8 | |
| AVGO | 201,282.9 | 5.3 | |
| GOOG | 1,482,566.4 | 5.1 | |
| GOOGL | 1,475,138.5 | 4.7 | |
| MRK | 232,371.9 | 3.1 | |
| SIGI | 5,136.7 | 2.9 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Insight Multi-Strategy US Partners LLC | 2014-11-04 | 2.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 556 | 210.0 |
| (b) Individuals (high net worth individuals) | 239 | 493.0 |
| (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 | 0 | 0.0 |
| (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 | 2,398 | 703.0 |
| By Discretionary | ||
| Discretionary | 2,258 | 656.0 |
| Non-Discretionary | 140 | 47.0 |
| Total | 2,398 | 703.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 703.0 | |
| Total | 2,398 | 703.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844880] |
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