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Building 2INSIGHT INVESTMENT

Map pinNEW YORK, NY
Phone212-365-3100
NotebookSEC #801-38363
Total AUM
$15B
Employees
53
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 PARK AVENUE
7TH FLOOR
NEW YORK
NY 10166
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
212-365-3100
Other Offices
1

ReceiptFinancials

Total AUM
$15B
Accounts
144
Discretionary
$11.7B
Accounts
100
Non-Discretionary
$3.3B
Accounts
44

ContactClients

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Investment Company Clients
4
AUM
$508.6M
Pooled Vehicle Clients
4
AUM
$1.3B
Pension/Profit Sharing Plan Clients
11
AUM
$633.4M
Charitable Organization Clients
1
AUM
$10M
Government Entity Clients
80
AUM
$5.2B
Insurance Company Clients
42
AUM
$7.3B
Corporation or Business Clients
2
AUM
$7.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 61 business affiliates.
Claimed Affiliates
Reported as an affiliate by 13 other businesses.

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