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Building 2INSIGHT INVESTMENT

Map pinNEW YORK, NY
Phone212-527-1800
NotebookSEC #801-46649
Total AUM
$423.4M
Employees
0
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 PARK AVE
7TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212-527-1800
Other Offices
1

ReceiptFinancials

Total AUM
$423.4M
Accounts
20
Discretionary
$240.6M
Accounts
14
Non-Discretionary
$182.8M
Accounts
6

ContactClients

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Pooled Vehicle Clients
6
AUM
$182.8M
Government Entity Clients
14
AUM
$240.6M

Briefcase businessServices

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Services Offered
Institutional 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
DEFLGAILNY

HandshakeAffiliates

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

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