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| Happy Holidays!! thanks for using AUM13F!! |
| Insight INV LLC
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| CRD # | 172511 |
| SEC # | 801-121494 |
| CIK # | 0001909322 |
| AUM | $230.0 M (2025-02-18) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 310-426-6322 |
| Address | 330 Illinois Street El Segundo, CA 90245-4408 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.2 | ||
| Microsoft Corp | 5.1 | ||
| International Business Machines Corp | 4.4 | ||
| Amazon Com Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.9 | ||
| American Express Co | 3.8 | ||
| Oracle Corp | 3.6 | ||
| Williams Sonoma Inc | 3.4 | ||
| Wal Mart Stores Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 12.3 |
| (b) Individuals (high net worth individuals) | 66 | 217.8 |
| (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 | 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 | 250 | 230.0 |
| By Discretionary | ||
| Discretionary | 250 | 230.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 250 | 230.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 229.8 | |
| Total | 250 | 230.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909322] |
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