Insight Investment is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $171.1B in regulatory assets under management, 238 employees, 3 offices, and 1,879 accounts.
Assets Under Management
$171.1B
Employees
238
Offices
3 offices
Total Clients
1,876
Primary office
NEW YORK, NY
200 PARK AVENUE, 7TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.0% of total clients.
Top client categories% of clientsClients
1
HNWI
66.0%
1,238
2
Corporations
9.4%
176
3
Insurance Cos.
9.1%
170
4
Pension Plans
7.4%
138
5
Investment Cos.
5.7%
106
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171.1Bas of March 27, 2026
Discretionary95.0%
$162.6B
95% of total RAUM95.0%
Non-discretionary5.0%
$8.5B
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$171.1B
Total Accounts1,879
10Y AUM Change+$165.4B (+2920.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees238
Clients per Employee8:1
10Y Employee Change+212 (+815.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.