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| Insights Investments LLC
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| |
|---|---|
| CRD # | 309727 |
| SEC # | 801-119340 |
| CIK # | 0001642058 |
| AUM | $19.5 MM (2024-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 650-485-0277 |
| Address | 3101 Park Blvd Palo Alto, CA 94306 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 34.4 | |
| AAPL | 2,382,844.0 | 22.0 | |
| NVDA | 399,550.0 | 9.9 | |
| SPEM | 7.5 | ||
| AMZN | 1,092,997.8 | 5.3 | |
| GOOGL | 1,475,138.5 | 4.5 | |
| COST | 207,576.9 | 3.9 | |
| AVGO | 201,282.9 | 3.4 | |
| CCJ | 8,999.9 | 2.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,916 | 12.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 4.2 |
| (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 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 18,916 | 19.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 18,916 | 19.5 |
| Total | 18,916 | 19.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 18.1 | |
| Total | 18,916 | 19.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001642058] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Precession Capital Management LLC
✚
|
NY | 0.0 |
|
Catalyst Wealth Management LLC
✚
|
TX | 0.0 |
|
Robinson Investment Group Inc
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|
TN | 0.0 |
|
Pursino Advisory Group LLC
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|
NY | 0.0 |
|
Quanta Finance Sa
✚
|
0.0 | |
|
Excelsior Wealth Management LLC
✚
|
IL | 0.0 |
|
Beagle Invest LLC
✚
|
CA | 0.0 |
|
Parabla LLC
✚
|
NC | 0.0 |
|
Qienna Wealth Management Inc
✚
|
0.0 | |
|
Tall Pines Capital LLC
✚
|
IL | 0.0 |