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| Insight Advisors LLC
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|
|---|---|
| CRD # | 168057 |
| SEC # | 801-78355 |
| CIK # | |
| AUM | $574.0 MM (2023-03-03) |
| Employees | 20 (95% Investors, 25% Brokers) |
| Phone | 215-550-6011 |
| Address | 10 N State Street Newtown, PA 18940 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Insight Multi-Strategy US Partners LLC | 2014-11-04 | 2.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,802 | 162.2 |
| (b) Individuals (high net worth individuals) | 334 | 401.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,136 | 574.0 |
| By Discretionary | ||
| Discretionary | 1,935 | 516.6 |
| Non-Discretionary | 201 | 57.4 |
| Total | 2,136 | 574.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 574.0 | |
| Total | 2,136 | 574.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dudley & Shanley Inc
✚
|
FL | 0.6 |
|
Alden Capital Management Inc
✚
|
PA | 0.6 |
|
Brasada Capital Management LP
✚
|
TX | 0.6 |
|
Intrepid Capital Management Inc
✚
|
FL | 0.6 |
|
3D/L Capital Management LLC
✚
|
CT | 0.6 |
|
CDR Hollander Asset Management LLC
✚
|
FL | 0.6 |
|
Wealthspring Capital LLC
✚
|
NY | 0.6 |
|
PCJ Investment Counsel Ltd
✚
|
0.6 | |
|
Ocean Endowment Partners LLC
✚
|
IL | 0.6 |
|
Shah Capital Management Inc
✚
|
NC | 0.5 |