other names
  • INSIGHT INVESTMENT
  • PARETO NEW YORK LLC
  • INSIGHT PARETO NY
  • INSIGHT PARETO
  • INSIGHT NORTH AMERICA LLC
  • INSIGHT NORTH AMERICA

Adviser Profile

As of Date 05/08/2026
Registration SEC, Approved, 03/10/2009
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 171,094,347,633 22%
of that, discretionary 162,568,747,251 22%
Private Fund GAV* 0
Avg Account Size 91,056,066 16%
% High Net Worth 65.64% -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees 238 9%

of those in investment advisory functions 112 35%

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

163B 139B 116B 93B 70B 46B 23B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name KPMG LLP Filing Date10/28/2025 Form ADV-E View Report
Accounting Firm Name KPMG Filing Date08/28/2024 Form ADV-E View Report
Accounting Firm Name KPMG Filing Date11/28/2023 Form ADV-E View Report

Brochure Summary