Insight Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$9,148,647
Clients
13
Advisors
1
of 1 employees
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
Expertise
Fee options
2% annually for new clients; negotiable for accounts over $1,000,000
Account minimum: $250,000.00
Main office
New York NY
Advisors at this office
1
Most active in
California
Also doing business as
Insight Asset Management · Insight Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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