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Adviser Profile

As of Date 03/28/2024
Adviser Type - Internet adviser
Number of Employees 1
of those in investment advisory functions 1
Registration California, Terminated, 01/24/2019
Other registrations (1)
AUM* 2,300,000 -17.86%
of that, discretionary 2,300,000 -17.86%
Private Fund GAV* 2,300,000
Avg Account Size 2,300,000 -17.86%
SMA’s Yes
Private Funds 1
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
3M 2M 2M 2M 1M 800K 400K
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

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

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Brochure Summary

Overview

General Description of Advisory Firm. Insight Advisors, LLC (“Insight” or the “Investment Adviser”) is a limited liability company organized in 1998 under the laws of the state of Delaware and is owned and controlled by Michael A. Tito. Insight is the first online hedge fund manager “robo-advisor” giving individual investors the ability to more fully diversify their portfolios via access to an automated solution. Insight aims to fill the gap between liquid alternative mutual funds and high minimum hedge funds by providing a new option for investors who, based on their income level, may not be eligible under accredited investor rules to invest in private funds. After completing an online questionnaire concerning their personal finances, investment goals and time horizon at www.insightadvisors.co, clients receive hedge fund investment advice through its interactive website. Insight’s computer-based application and algorithm processes and analyzes each client’s response, creates an investment plan, and then helps the client implement that plan through low cost, low minimum investments in equity long/short, event driven, global macro, and relative value hedge fund strategies. Insight utilizes separately managed accounts, or SMAs, an alternative to funds and ETFs. In contrast to owning a share in a fund, SMAs allow the investor to own each of the individual stocks that comprise the investment strategy. Ownership of the individual securities enables advanced customization and tax management techniques. With a long-term history, Insight Advisors offers superior risk-adjusted returns with low correlation to indices primarily by using security selection, or “alpha” as opposed to overall market exposure, or “beta.” Description of Advisory Services. The Investment Adviser provides discretionary investment advisory services. Investors may invest in a discretionary pooled investment vehicle or have Insight manage its assets via a separate account arrangement governed by an investment management agreement. Insight’s investment advisory services for separate accounts consist of sourcing and analyzing investment
opportunities, making investments, monitoring investments, disposing of investments already made by each Client, and providing risk management services to each Client. The service is offered through Insight’s interactive website, www.insightadvisors.co. Unless the context clearly indicates otherwise, this discussion is illustrative of the terms of a typical Client for which Insight provides advisory services. The terms applicable to a particular Client may vary from those described herein, as described more specifically in the respective investment management agreement with such Client. Insight’s Clients take an online questionnaire that measures their risk tolerance, investment goals, and investment objectives. It may also gather other information about the Client such as investment experience, household income, age, and investable assets. The Client’s answers are used to formulate a recommended investment allocation. The Client has the option of receiving the recommendation by email and executing the transactions themselves, or having Insight execute the transactions in the Client’s account. Insight’s portfolio management services are tailored to the goals of each portfolio. Although a Client may place restrictions upon the types of securities or specific securities to be purchased, sold or held in such Client’s account, these restrictions must be in writing and accompany the applicable investment management agreement. With regard to the pooled investment vehicle, Insight serves as managing member of Insight Multi-Strategy U.S. Partners LLC, a Delaware limited liability company organized in February 2010 (the “Fund”). The Fund is not registered as an investment company, in reliance on Section 3(c)7 of the Investment Company Act of 1940, as amended (the “ICA”), which permits private investment companies (such as the Fund) to sell their interests on a private placement basis to “qualified purchasers,” as such term is defined in the ICA. Insight does not participate in or sponsor wrap-fee programs. Assets Under Management. Insight manages approximately $2,500,000 as of December 31, 2023 on a discretionary basis. Insight does not manage any assets on a non-discretionary basis.