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| Happy Holidays!! thanks for using AUM13F!! |
| Insight North America LLC
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| CRD # | 145995 |
| SEC # | 801-69964 |
| CIK # | 0001888088 |
| AUM | $140.4 B (2025-05-27) |
| Employees | 218 (38% Investors, 11% Brokers) |
| Phone | 212-527-1800 |
| Address | 200 Park Avenue, 7th Floor New York, NY 10166-0005 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001888088 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 27.9 | ||
| Nvidia Corp | 24.8 | ||
| Apple Inc | 20.2 | ||
| Amazon Com Inc | 14.4 | ||
| Facebook Inc | 9.7 | ||
| Broadcom Inc | 8.0 | ||
| Alphabet Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Alphabet Inc | 5.5 | ||
| Exxon Mobil Corp | 5.0 | ||
| Tesla Motors Inc | 4.9 | ||
| Mastercard Inc | 4.8 | ||
| VISA Inc | 4.7 | ||
| Lilly Eli & Co | 4.1 | ||
| Netflix Inc | 3.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.9 | ||
| Johnson & Johnson | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Cisco Systems Inc | 3.1 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Home Depot Inc | 2.9 | ||
| Procter & Gamble Co | 2.8 | ||
| Linde PLC | 2.8 | ||
| Amphenol Corp /DE/ | 2.8 | ||
| Bank of America Corp /DE/ | 2.6 | ||
| Philip Morris International Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | 5237488076 | 2018-03-30 | 53.3 | |
| Other | 5368164374 | 2018-03-30 | 53.3 | |
| Other | 3436580720 | 2017-01-23 | 52.9 | |
| Other | 5288669589 | [2017-01-23] | 75.0 | 55.3 |
| SA | 3698751740 | 2016-03-30 | 460.3 | |
| SA | 1803804980 | 2015-03-31 | 233.5 | |
| SA | 7842248144 | 2015-03-31 | 7.4 | |
| SA | 1426089636 | 2012-03-30 | 18.0 | |
| SA | 5313745289 | 2012-03-30 | 13.3 | |
| SA | 5349305336 | 2012-03-30 | 12.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,185 | 5.1 |
| (c) Banking or thrift institutions | 19 | 1.8 |
| (d) Investment companies | 32 | 17.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 36 | 8.1 |
| (g) Pension and profit sharing plans | 113 | 53.1 |
| (h) Charitable organizations | 22 | 2.6 |
| (i) State or municipal government entities | 112 | 24.8 |
| (j) Other investment advisers | 16 | 2.4 |
| (k) Insurance companies | 144 | 17.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 2.4 |
| (m) Corporations or other businesses not listed above | 101 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,781 | 140.4 |
| By Discretionary | ||
| Discretionary | 1,705 | 133.0 |
| Non-Discretionary | 76 | 7.4 |
| Total | 1,781 | 140.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.4 | |
| United States Persons | 124.0 | |
| Total | 1,781 | 140.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Glenn Mitchell | 32 | ||
| Pareto Investment Management Limited | 1 | ||
| Global Alternative Credit Fund GP Limited | 1 | ||
| Pareto New York LLC | 1 | ||
| Insight Investment International Limited | 1 | ||
| Cutwater Investor Services Corp | 1 | ||
| Insight North America LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001888088] | |
| 3 | [0001888088] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Payden & Rygel
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|
CA | 150.9 |
|
Global Retirement Partners LLC
✚
|
CA | 143.4 |
|
Schroder Investment Management North America Inc
✚
|
NY | 138.6 |
|
NEPC LLC
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|
MA | 137.3 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 125.9 |
|
NFP Retirement Inc
✚
|
CA | 118.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
113.2 | |
|
Aperio Group LLC
✚
|
CA | 111.4 |
|
Invesco Asset Management Ltd
✚
|
111.4 | |
|
Sammons Financial Group Asset Management LLC
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|
IA | 109.8 |