SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Insight Investment
New York, NY
Insight North America LLC, CRD 145995
Firm filing updated June 2, 2026 ·
- $171.1BAssets
- 112Advisory staff
- 1,879Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals1,238
- Corporations or other businesses176
- Insurance companies170
- Pension and profit sharing plans138
- Investment companies106
- and 4 more48
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 1,238 | $5.5 billion |
| Banking or thrift institutions | Fewer than 5 clients | $328.4 million |
| Investment companies | 106 | $29.4 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $3.9 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 138 | $61.7 billion |
| Charitable organizations | 8 | $686.5 million |
| State or municipal government entities (including government pension plans) | 11 | $2.3 billion |
| Other investment advisors | 7 | $26.2 billion |
| Insurance companies | 170 | $19.9 billion |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $2.6 billion |
| Corporations or other businesses not listed above | 176 | $18.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$171.1 billion
- Accounts1,879
- Discretionary$162.6 billion · 1,812 accounts
- Non-discretionary$8.5 billion · 67 accounts
People
- Employees238
- Advisory staff112
- Broker-dealer reps25
- Licensed insurance agents0
- Planning clients0
Registration details
- Legal name: Insight North America LLC SEC-registered investment advisor. CRD 145995, SEC file 801-69964.
- Registered with the SEC as an investment advisor (status date on record: March 10, 2009).
Is Insight Investment a fiduciary?
Short answer: Insight Investment is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 25 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.