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INSIGHT INVESTMENT

LONDON, United Kingdom · CRD 107095 · IAPD ↗ · +44 20 7163 4000

$3.04BRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
8Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
August 2024 — INSIGHT INVESTMENT (LONDON, United Kingdom) left the SEC roster (was $3.04B RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
41
April 2024 — INSIGHT INVESTMENT reported RAUM up 57% ($1.94B -> $3.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.