Insight Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,166,876
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
13
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$1,166,683
About
Insight Asset Management LLC is a small, independent investment management firm that provides discretionary and non-discretionary portfolio management to individuals, trusts, investment companies, and pension plans. The firm states a typical account minimum of $250,000 but notes it has accepted smaller accounts in the past.
Insight describes a long-term, analytically driven investment approach, using discounted cash flow and comparable-company analysis and pursuing value, growth and long/short equity strategies across domestic and foreign securities and fixed income instruments. The brochure also notes the firm may take defensive positions in money market funds and that client accounts can incur brokerage commissions and margin interest where applicable.
What is distinctive for a single-adviser firm of this size is its provision of institutional-style mandates such as investment companies and pension plans while managing both discretionary and non-discretionary relationships. The brochure discloses that the principal transacts in many of the same securities as clients (with an intended time lag to mitigate conflicts) and that the firm may recommend or accept directed brokerage, which can affect trade execution.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Concentrated stock management
Fee options
2% annually for new clients; negotiable for accounts over $1,000,000
Account minimum: $250,000.00
Main office location
Insight Asset Management
New York NY, United States
Number of offices
1
Most active in
Insight Asset Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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