INSIGHT ADVISORS, LLC

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Company Profile

As of Date 10/07/2025
Adviser Type - Large advisory firm
- Multi-state adviser
Number of Employees 22 4.76%
of those in investment advisory functions 16 -20.00%
AUM* 714,659,160 23.90%
of that, discretionary 702,659,160 35.28%
Private Fund GAV* 2,300,000
Avg Account Size 294,341 21.10%
High Net Worth 24.80% 59.29%
SMA’s Yes
Private Funds 1
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

564M 484M 403M 322M 242M 161M 81M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$2,300,000

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