Insight Capital Management LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Insight Capital Management LLC
CRD #176530
SEC #801-110464
AUM $154.2 MM (100% Disc, 100% US)
Employees4 (50% Investors, 25% Brokers)
Address2001 Crow Canyon Road
San Ramon, CA 94583
Source [IAPD]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Novak & Powell Financial Services Inc
FL 0.2
7258 Wealth Management Inc
CO 0.2
Intrinsic Wealth Counsel Inc
AZ 0.2
TTP Investments Inc
CA 0.2
Erman Retirement Advisory
CA 0.2
Northeastern Star Asset Management Inc
PA 0.2
Clientfirst Wealth Management LLC
AR 0.2
Triton Wealth Management LLC
MD 0.2
Wela Strategies Inc
GA 0.2
McLaughlin Ryder Investments Inc
VA 0.2
Terms of Service | Privacy Policy | User Guide