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INSIGHTS INVESTMENTS
Legal name: INSIGHTS INVESTMENTS LLC
CRD 309727File 801-119340
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$45.8M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $45.8M
Clients
33,896
33,896 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 25, 2020
- Principal office
- 3101 PARK BLVD, PALO ALTO, CA, 94306
- Phone
- 6504850277
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $45.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $45.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 33,896
- Total accounts
- 33,896
- AUM per client
- $1K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.8M |
| Other investment advisers | Fewer than 5 | $7.2M |
| Individuals (other than high net worth individuals) | 33,896 | $31.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.