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| Insight INV LLC
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| CRD # | 172511 |
| SEC # | 801-121494 |
| CIK # | 0001909322 |
| AUM | 245.7 M (2026-03-04) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-426-6322 |
| Address | 330 Illinois Street El Segundo, CA 90245-4408 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909322 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.1 | ||
| Alphabet Inc | 5.5 | ||
| Corning Inc /NY | 5.5 | ||
| Applied Materials Inc /DE | 4.9 | ||
| Marvell Technology Inc | 4.5 | ||
| Microsoft Corp | 4.2 | ||
| Wal Mart Stores Inc | 4.1 | ||
| J P Morgan Chase & Co | 4.0 | ||
| International Business Machines Corp | 3.7 | ||
| Amazon Com Inc | 3.7 | ||
| Chevron Corp | 3.6 | ||
| Washington Post Co | 3.6 | ||
| American Express Co | 3.6 | ||
| Williams Sonoma Inc | 3.5 | ||
| United Technologies Corp /DE/ | 3.4 | ||
| EOG Resources Inc | 3.4 | ||
| TJX Companies Inc /DE/ | 3.3 | ||
| Cisco Systems Inc | 3.2 | ||
| General Dynamics Corp | 3.1 | ||
| Morgan Stanley | 3.1 | ||
| PepsiCo Inc | 3.1 | ||
| Madison Square Garden Co | 3.1 | ||
| Amgen Inc | 3.1 | ||
| Citigroup Inc | 3.1 | ||
| Johnson & Johnson | 3.0 | ||
| Allstate Corp | 2.8 | ||
| Tyco International Ltd /Ber/ | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 12.7 |
| (b) Individuals (high net worth individuals) | 59 | 233.0 |
| (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 | 228 | 245.7 |
| By Discretionary | ||
| Discretionary | 224 | 242.0 |
| Non-Discretionary | 4 | 3.8 |
| Total | 228 | 245.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 245.6 | |
| Total | 228 | 245.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909322] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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|
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|
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✚
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