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| Insight Advisors LLC
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|---|---|
| CRD # | 168057 |
| SEC # | 801-78355 |
| CIK # | 0001844880 |
| AUM | $712.4 M (2025-06-02) |
| Employees | 21 (71% Investors, 10% Brokers) |
| Phone | 215-550-6011 |
| Address | 10 N State Street Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.5 | ||
| Apple Inc | 19.4 | ||
| Amazon Com Inc | 10.3 | ||
| Broadcom Inc | 9.6 | ||
| Microsoft Corp | 8.9 | ||
| Alphabet Inc | 4.5 | ||
| Netflix Inc | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Insight Multi-Strategy US Partners LLC | 2014-11-04 | 2.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 660 | 155.7 |
| (b) Individuals (high net worth individuals) | 221 | 551.5 |
| (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 | 2.1 |
| (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 | 5 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,427 | 712.4 |
| By Discretionary | ||
| Discretionary | 2,400 | 700.4 |
| Non-Discretionary | 27 | 12.0 |
| Total | 2,427 | 712.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 712.4 | |
| Total | 2,427 | 712.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844880] |
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|---|---|---|
|
Skylands Capital LLC
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|
WI | 0.7 |
|
Advisory Research Inc
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|
IL | 0.7 |
|
Chesapeake Asset Management LLC
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NY | 0.7 |
|
Dudley & Shanley Inc
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FL | 0.7 |
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Summit Street Capital Management LLC
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NY | 0.7 |
|
New Legacy Group LLC
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NY | 0.7 |
|
PCJ Investment Counsel Ltd
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|
0.7 | |
|
P/E Global LLC
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|
MA | 0.7 |
|
Ocean Endowment Partners LLC
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|
0.7 | |
|
ABRA Capital Management LP
✚
|
CA | 0.7 |