# Insight Investment

> Insight Investment is an SEC-registered investment advisory firm in New York, NY, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 145995
- Filed as: INSIGHT INVESTMENT
- Legal name: Insight North America LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145995
- AdvisorCensus page: https://advisorcensus.com/firm/insight-investment-new-york-ny-145995

## Quick answers

**How is Insight Investment compensated?**
On its Form ADV (Item 5.E, October 2026), Insight Investment reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Insight Investment located?**
Insight Investment's principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Insight Investment registered with the SEC or a state?**
Insight Investment is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 145995.

**How much does Insight Investment manage?**
Insight Investment reports $171,094,347,633 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (95% discretionary).

**How have Insight Investment's assets and staff changed since 2021?**
In the Form ADV data for Insight Investment: Regulatory assets under management: $47,540,236,777 in the October 2021 data and $171,094,347,633 in the October 2026 data, up 260%. Total employees: 116 in October 2021 and 238 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Insight Investment serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,238); corporations or other businesses not listed above (176); insurance companies (170).

**Which custodians does Insight Investment use?**
Insight Investment's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust and The Bank of New York Mellon (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

**Does Insight Investment report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145995

**What changed in Insight Investment's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust
- The Bank of New York Mellon (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $171,094,347,633
- Discretionary: $162,568,747,251
- Non-discretionary: $8,525,600,382

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 1,238 | $5,518,478,197 |
| Banking or thrift institutions | Fewer than 5 | $328,363,792 |
| Investment companies | 106 | $29,367,140,731 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $3,921,100,499 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 138 | $61,722,824,095 |
| Charitable organizations | 8 | $686,461,276 |
| State or municipal government entities (including government pension plans) | 11 | $2,320,632,765 |
| Other investment advisers | 7 | $26,194,398,778 |
| Insurance companies | 170 | $19,931,900,553 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $2,552,477,576 |
| Corporations or other businesses not listed above | 176 | $18,550,569,371 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 238 total, 112 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145995

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Boston, MA
- Denver, CO
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- [insightinvestment.com](https://insightinvestment.com)
- LinkedIn @INSIGHT-INVESTMENT-NORTH-AMERICA
- X @INSIGHTINVESTIM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $47,540,236,777 | 116 | October 3, 2021 |
| October 2022 | $146,981,291,074 | 203 | May 4, 2022 |
| October 2023 | $119,164,282,673 | 224 | May 24, 2023 |
| October 2024 | $136,711,545,887 | 212 | September 27, 2024 |
| October 2025 | $140,369,825,708 | 218 | May 27, 2025 |
| October 2026 | $171,094,347,633 | 238 | June 2, 2026 |

Regulatory assets under management: $47,540,236,777 in the October 2021 data and $171,094,347,633 in the October 2026 data, up 260%.
Total employees: 116 in October 2021 and 238 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Item 11 disclosure answers changed: 4 yes answers, previously 5 (now no: 11.H(1)(c)).
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 83 to 112.
- Regulatory assets under management went from $140,369,825,708 to $171,094,347,633 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Investment (CRD 145995): Form ADV filing data as of October 2026.