← Directory
INSIGHT INVESTMENT
Legal name: INSIGHT NORTH AMERICA LLC
CRD 145995File 801-69964
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$171.09B
Top 10% of cohort (national)
Discretionary AUM
$162.57B
Non-discretionary $8.53B
Clients
1,876
1,879 accounts
Employees
238
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 10, 2009
- Principal office
- 200 PARK AVENUE, 7TH FLOOR, NEW YORK, NY, 10166-0005
- Phone
- 212-527-1800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.09B
- Discretionary AUM
- $162.57B
- Non-discretionary AUM
- $8.53B
- Discretionary accounts
- 1,812
- Non-discretionary accounts
- 67
- Total accounts
- 1,879
- AUM per client
- $91.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 176 | $18.55B |
| Non-U.S. persons | Fewer than 5 | $2.55B |
| Insurance companies | 170 | $19.93B |
| Investment companies | 106 | $29.37B |
| Charitable organizations | 8 | $686.5M |
| Other investment advisers | 7 | $26.19B |
| High net worth individuals | 1,238 | $5.52B |
| Pooled investment vehicles | 22 | $3.92B |
| Banking or thrift institutions | Fewer than 5 | $328.4M |
| Pension and profit sharing plans | 138 | $61.72B |
| State or municipal government entities | 11 | $2.32B |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.