# Insight Equity Management Company LLC

> Insight Equity Management Company LLC is an SEC-registered investment advisory firm in Southlake, TX, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 157092
- Filed as: INSIGHT EQUITY MANAGEMENT COMPANY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southlake, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157092
- AdvisorCensus page: https://advisorcensus.com/firm/insight-equity-management-company-llc-southlake-tx-157092

## Quick answers

**How is Insight Equity Management Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Insight Equity Management Company LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Insight Equity Management Company LLC located?**
Insight Equity Management Company LLC's principal office is in Southlake, TX, according to its Form ADV.

**Is Insight Equity Management Company LLC registered with the SEC or a state?**
Insight Equity Management Company LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157092.

**How much does Insight Equity Management Company LLC manage?**
Insight Equity Management Company LLC reports $885,942,920 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Insight Equity Management Company LLC's assets and staff changed since 2021?**
In the Form ADV data for Insight Equity Management Company LLC: Regulatory assets under management: $1,021,506,790 in the October 2021 data and $885,942,920 in the October 2026 data, down 13%. Total employees: 29 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Insight Equity Management Company LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (18).

**Does Insight Equity Management Company LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157092

**What changed in Insight Equity Management Company LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,057,166,162 to $885,942,920 (-16%). No longer lists an office in New York, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $885,942,920
- Discretionary: $885,942,920
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 18 | $885,942,920 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 21 total, 15 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- insightequity.com
- LinkedIn @insight-equity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,021,506,790 | 29 | May 4, 2021 |
| October 2022 | $959,989,436 | 29 | March 30, 2022 |
| October 2023 | $1,061,257,078 | 27 | March 28, 2023 |
| October 2024 | $1,147,543,811 | 24 | May 17, 2024 |
| October 2025 | $1,057,166,162 | 21 | March 28, 2025 |
| October 2026 | $885,942,920 | 21 | March 30, 2026 |

Regulatory assets under management: $1,021,506,790 in the October 2021 data and $885,942,920 in the October 2026 data, down 13%.
Total employees: 29 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,057,166,162 to $885,942,920 (-16%).
- No longer lists an office in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Equity Management Company LLC (CRD 157092): Form ADV filing data as of October 2026.