Investment adviser · CRD 105570

INSIGHT CAPITAL RESEARCH & MANAGEMENT INC

Investment adviser filing (IA)

WALNUT CREEK, CA, United States · Form ADV filed Sep 6, 2017

Regulatory AUM
$205M
Form ADV · Item 5.F
Client accounts
255
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 6, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

201 NORTH CIVIC DRIVE, SUITE 190
WALNUT CREEK, CA, 94596, United States

CRD 105570

Filing source

Form ADV 1138803 · Sep 6, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.