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⚲
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| Insights Investments LLC
✚
|
|
|---|---|
| CRD # | 309727 |
| SEC # | 801-119340 |
| CIK # | 0001642058 |
| AUM | $22.9 M (2025-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 650-485-0277 |
| Address | 3101 Park Blvd Palo Alto, CA 94306 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.0 | ||
| Apple Inc | 10.0 | ||
| Global MOFY Metaverse Ltd | 6.6 | ||
| Amazon Com Inc | 2.7 | ||
| Costco Wholesale Corp /NEW | 2.4 | ||
| Nvidia Corp | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25,734 | 14.6 |
| (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 | 4.3 |
| (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 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 25,734 | 22.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 25,734 | 22.9 |
| Total | 25,734 | 22.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.4 | |
| United States Persons | 5.5 | |
| Total | 25,734 | 22.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001642058] |
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|---|---|---|
|
Rocky Mountain LIFT Asset Management LLC
✚
|
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|
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NY | 0.0 |
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0.0 | |
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Fiorile & Associates LLC
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0.0 | |
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BP Capital Fund Advisors LLC
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Nabers Wealth LLC
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AZ | 0.0 |
|
Quantbase LLC
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|
Albert Investments LLC
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|
KJ Harrison & Partners USA Inc
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0.0 |