Investment adviser · CRD 145995

INSIGHT INVESTMENT

Investment adviser filing (IA)

INSIGHT NORTH AMERICA LLC

NEW YORK, NY, United States · Form ADV filed Jun 2, 2026

Regulatory AUM: $171B
Client accounts: 1,879
Employees: 238
Advisory professionals: 112

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	138	$61,722,824,095	36.1%
Investment companies	106	$29,367,140,731	17.2%
Other investment advisers	7	$26,194,398,778	15.3%
Insurance companies	170	$19,931,900,553	11.6%
Corporations & businesses	176	$18,550,569,371	10.8%
High-net-worth individuals	1,238	$5,518,478,197	3.2%
Pooled investment vehicles	22	$3,921,100,499	2.3%
Sovereign wealth & foreign institutions	Fewer than 5	$2,552,477,576	1.5%
Government entities	11	$2,320,632,765	1.4%
Charities	8	$686,461,276	0.4%
Banks & thrifts	Fewer than 5	$328,363,792	0.2%
Individuals	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2110375 · Jun 2, 2026 · Item 5.D

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

Private funds & service providers

10 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.

3698751740Securitized Asset Fund · Last reported Oct 3, 2021$460MGross asset value

Fund administrator APPLEBY TRUST (CAYMAN) LIMITED GEORGETOWN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian US BANK NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No

Marketer NATIXIS SECURITIES AMERICAS LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

NATIXIS SECURITIES AMERICAS LLC
CRD 1101 · SEC 8-719

Fund details & source

Fund ID: 805-3698751740
Reported beneficial owners: 0
Minimum commitment: $50K

Form ADV 1563766 · Oct 3, 2021 · Schedule D 7.B.(1)

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

1803804980Securitized Asset Fund · Last reported Oct 3, 2021$234MGross asset value

Fund administrator APPLEBY TRUST (CAYMAN) LIMITED GEORGETOWN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian US BANK NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No

Marketer NATIXIS SECURITIES AMERICAS LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

NATIXIS SECURITIES AMERICAS LLC
CRD 1101 · SEC 8-719

Fund details & source

Fund ID: 805-1803804980
Reported beneficial owners: 0
Minimum commitment: $25K

Form ADV 1563766 · Oct 3, 2021 · Schedule D 7.B.(1)

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

5237488076Other Private Fund · Last reported Oct 3, 2021$53.3MGross asset value

Feeder funds

5368164374

Fund administrator THE NORTHERN TRUST CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG DUBLIN, Ireland

Custodian NORTHERN TRUST INTERNATIONAL FUND ADMINISTRATION SERVICES (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 1116

Fund details & source

Fund ID: 805-5237488076
Reported beneficial owners: 1
Minimum commitment: $1M

Form ADV 1563766 · Oct 3, 2021 · Schedule D 7.B.(1)

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

3436580720Other Private Fund · Last reported Apr 21, 2020$52.9MGross asset value

Feeder funds

5288669589

Fund administrator NORTHERN TRUST INTERNATIONAL FUND ADMINISTRATION SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG DUBLIN, Ireland

Custodian THE NORTHERN TRUST FIDUCIARY SERVICES (IRELAND) DUBLIN, Ireland Related to adviser: No

Marketer BNY MELLON SECURITIES CORPORATION NEW YORK, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG
PCAOB 185

BNY MELLON SECURITIES CORPORATION
CRD 231 · SEC 801-54739

Fund details & source

Fund ID: 805-3436580720
Reported beneficial owners: 1
Minimum commitment: $1M

Form ADV 1415516 · Apr 21, 2020 · Schedule D 7.B.(1)

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

8417378561Securitized Asset Fund · Last reported May 24, 2023$31.4MGross asset value

Fund administrator DEUTSCHE BANK (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian DEUTSCHE BANK TRUST COMPANY AMERICAS SANTA ANA, California, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-8417378561
Reported beneficial owners: 2
Minimum commitment: $200K

Form ADV 1764301 · May 24, 2023 · Schedule D 7.B.(1)

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

9206761166Securitized Asset Fund · Last reported May 24, 2023$31MGross asset value

Fund administrator MAPLES FINANCE LIMITED GEORGETOWN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian DEUTSCHE BANK TRUST COMPANY SANTA ANA, California, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-9206761166
Reported beneficial owners: 4
Minimum commitment: $1M

Form ADV 1764301 · May 24, 2023 · Schedule D 7.B.(1)

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

1426089636Securitized Asset Fund · Last reported May 24, 2023$18MGross asset value

Fund administrator QSPV LIMITED GEORGETOWN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian BANK OF NEW YORK MELLON TRUST NA HOUSTON, Texas, United States Related to adviser: Yes

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-1426089636
Reported beneficial owners: 3
Minimum commitment: $1M

Form ADV 1764301 · May 24, 2023 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Jun 2, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

200 PARK AVENUE, 7TH FLOOR
NEW YORK, NY, 10166-0005, United States

CRD 145995

Filing source

Form ADV 2110375 · Jun 2, 2026 · 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.