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| Insight North America LLC
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| CRD # | 145995 |
| SEC # | 801-69964 |
| CIK # | 0001888088 |
| AUM | 171.09 B (2026-06-02) |
| Employees | 238 (47% Investors, 11% Brokers) |
| Phone | 212-527-1800 |
| Address | 200 Park Avenue, 7th Floor New York, NY 10166-0005 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001888088 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 26.8 | ||
| Apple Inc | 23.4 | ||
| Microsoft Corp | 19.1 | ||
| Amazon Com Inc | 13.9 | ||
| Alphabet Inc | 11.5 | ||
| Broadcom Inc | 8.9 | ||
| Alphabet Inc | 8.2 | ||
| Facebook Inc | 8.1 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Tesla Motors Inc | 5.5 | ||
| Johnson & Johnson | 5.3 | ||
| Lilly Eli & Co | 4.5 | ||
| Mastercard Inc | 3.7 | ||
| Visa Inc | 3.6 | ||
| Cisco Systems Inc | 3.5 | ||
| Wal Mart Stores Inc | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Texas Instruments Inc | 3.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.1 | ||
| Chevron Corp | 3.1 | ||
| Applied Materials Inc /DE | 2.9 | ||
| AbbVie Inc | 2.9 | ||
| UnitedHealth Group Inc | 2.7 | ||
| Citigroup Inc | 2.7 | ||
| Home Depot Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | 5237488076 | 2018-03-30 | 53.3 M | |
| Other | 5368164374 | 2018-03-30 | 53.3 M | |
| Other | 3436580720 | 2017-01-23 | 52.9 M | |
| Other | 5288669589 | [2017-01-23] | 75.0 M | 55.3 M |
| Filed 2020-07-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| SA | 3698751740 | 2016-03-30 | 460.3 M | |
| SA | 1803804980 | 2015-03-31 | 233.5 M | |
| SA | 7842248144 | 2015-03-31 | 7.4 M | |
| SA | 1426089636 | 2012-03-30 | 18.0 M | |
| SA | 5313745289 | 2012-03-30 | 13.3 M | |
| SA | 5349305336 | 2012-03-30 | 12.7 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,238 | 5.5 |
| (c) Banking or thrift institutions | 0 | 0.3 |
| (d) Investment companies | 106 | 29.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 22 | 3.9 |
| (g) Pension and profit sharing plans | 138 | 61.7 |
| (h) Charitable organizations | 8 | 0.7 |
| (i) State or municipal government entities | 11 | 2.3 |
| (j) Other investment advisers | 7 | 26.2 |
| (k) Insurance companies | 170 | 19.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 2.6 |
| (m) Corporations or other businesses not listed above | 176 | 18.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,879 | 171.1 |
| By Discretionary | ||
| Discretionary | 1,812 | 162.6 |
| Non-Discretionary | 67 | 8.5 |
| Total | 1,879 | 171.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.7 | |
| United States Persons | 151.4 | |
| Total | 1,879 | 171.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Glenn Mitchell | Director | 32 | 12 | |
| Pareto Investment Management Limited | Promoter | 1 | 1 | |
| Global Alternative Credit Fund GP Limited | Promoter | 1 | 1 | |
| Pareto New York LLC | Promoter | 1 | 1 | |
| Insight Investment International Limited | Promoter | 1 | 1 | |
| Cutwater Investor Services Corp | Promoter | 1 | 1 | |
| Insight North America LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001888088] | |
| 3 | [0001888088] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 213800YYX7MQCCEN9439 |
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|---|---|---|
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