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| Insight INV LLC
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|---|---|
| CRD # | 172511 |
| SEC # | 801-121494 |
| CIK # | 0001909322 |
| AUM | $131.0 MM (2023-03-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 310-426-6322 |
| Address | 330 Illinois Street El Segundo, CA 90245-4408 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.8 | |
| MSFT | 1,918,222.4 | 2.7 | |
| CVX | 294,604.1 | 2.6 | |
| XOM | 385,508.3 | 2.2 | |
| PEP | 226,773.9 | 2.2 | |
| AXP | 107,077.6 | 2.0 | |
| QCOM | 147,392.0 | 2.0 | |
| MRK | 232,371.9 | 1.9 | |
| CSCO | 178,309.9 | 1.9 | |
| AMGN | 130,083.0 | 1.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 7.1 |
| (b) Individuals (high net worth individuals) | 34 | 122.3 |
| (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 | 1.7 |
| (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 | 106 | 131.0 |
| By Discretionary | ||
| Discretionary | 102 | 123.2 |
| Non-Discretionary | 4 | 7.8 |
| Total | 106 | 131.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.0 | |
| Total | 106 | 131.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001909322] |
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