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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) |
|---|
| CIK | Period |
|---|---|
| 0001909322 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.2 | ||
| Microsoft Corp | 5.1 | ||
| International Business Machines Corp | 4.4 | ||
| Amazon Com Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.9 | ||
| American Express Co | 3.8 | ||
| Oracle Corp | 3.6 | ||
| Williams Sonoma Inc | 3.4 | ||
| Wal Mart Stores Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Marvell Technology Inc | 2.8 | ||
| Cisco Systems Inc | 2.7 | ||
| Qualcomm Inc/DE | 2.7 | ||
| Allstate Corp | 2.6 | ||
| United Technologies Corp /DE/ | 2.6 | ||
| Exxon Mobil Corp | 2.5 | ||
| Morgan Stanley | 2.5 | ||
| Washington Post Co | 2.5 | ||
| TJX Companies Inc /DE/ | 2.4 | ||
| Berkley W R Corp | 2.4 | ||
| Chevron Corp | 2.3 | ||
| Citigroup Inc | 2.3 | ||
| Walt Disney Co | 2.3 | ||
| General Dynamics Corp | 2.2 | ||
| Corning Inc /NY | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Knox Wealth Partners Advisory LLC
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|
TN | 0.2 |
|
Eagle Bluffs Wealth Management LLC
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MO | 0.2 |
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Capitol Financial Consultants Inc
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VA | 0.2 |
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Capstone Wealth Advisors LLC
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OR | 0.2 |
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Scott Marsh Financial LLC
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0.2 | |
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RMSincerbeaux Capital Management LLC
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NY | 0.2 |
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WYZE Wealth Advisors LLC
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PA | 0.2 |
|
Financial Advisory Services LLC
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|
PA | 0.2 |
|
Wealthcollab LLC
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WA | 0.2 |
|
Volaris Capital Management LLC
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NJ | 0.2 |