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INSIGHT INVESTMENT
NEW YORK, NY
212-527-1800
SEC #801-69964Total AUM
$171.1B
Employees
238Clients
1,879Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 PARK AVENUE, 7TH FLOOR
NEW YORK
NY 10166-0005
United States
NEW YORK
NY 10166-0005
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
212-527-1800
Other Offices
3
Financials
Total AUM
$171.1B
Accounts
1,879Discretionary
$162.6B
Accounts
1,812Non-Discretionary
$8.5B
Accounts
67
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1,238AUM
$5.5B
Banking Clients
1AUM
$328.4M
Investment Company Clients
106AUM
$29.4B
Pooled Vehicle Clients
22AUM
$3.9B
Pension/Profit Sharing Plan Clients
138AUM
$61.7B
Charitable Organization Clients
8AUM
$686.5M
Government Entity Clients
11AUM
$2.3B
Investment Advisor Clients
7AUM
$26.2B
Insurance Company Clients
170AUM
$19.9B
Sovereign Wealth Fund Clients
1AUM
$2.6B
Corporation or Business Clients
176AUM
$18.6B
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 45 business affiliates.
Claimed Affiliates
Reported as an affiliate by 38 other businesses.