Investment adviser · CRD 142994

INSIGHT VENTURE PARTNERS

INSIGHT VENTURE MANAGEMENT, LLC

NEW YORK, NY, United States · Form ADV filed Jul 10, 2023

Regulatory AUM
$79.5B
Form ADV · Item 5.F
Client accounts
113
Accounts, not individual clients
Employees
499
Reported in this filing
Advisory professionals
150
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$48.7B$97.4BFY 2021: $97,415,943,509.00FY 2021FY 2022: $79,458,131,122.00FY 2022

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$97,415,943,509326Mar 25, 2022
2022$79,458,131,122499Mar 31, 2023

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles113$79,458,131,122100.0%
Filing source

Form ADV 1774050 · Jul 10, 2023 · Item 5.D

Reported by INSIGHT VENTURE MANAGEMENT, LLC (CRD 142994).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

INSIGHT VENTURE PARTNERS GROWTH-BUYOUT COINVESTMENT FUND (DELAWARE), L.P.Private Equity Fund$874MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No Other funds reporting this name →
Custodian SILICON VALLEY BANK, A SUBSIDIARY OF SVB FINANCIAL GROUP SANTA CLARA, California, United States Related to adviser: No Other funds reporting this name →
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED CLAYTON, Missouri, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

SILICON VALLEY BANK, A SUBSIDIARY OF SVB FINANCIAL GROUP
LEI 0K2D5AK28E3O5CC06E35

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source
Fund ID
805-2161097686
Reported beneficial owners
2
Minimum commitment
$10M
Form D file number
021-239509

Form ADV 1774050 · Jul 10, 2023 · Schedule D 7.B.(1)

Reported by INSIGHT VENTURE MANAGEMENT, LLC (CRD 142994).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Jun 30, 2023 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1774050 · Jul 10, 2023 · Items 1 & 5

Reported by INSIGHT VENTURE MANAGEMENT, LLC (CRD 142994).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$79.5B
Non-discretionary
$0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1114 AVENUE OF THE AMERICAS, 36TH FLOOR
NEW YORK, NY, 10036, United States

CRD 142994

Filing source

Form ADV 1774050 · Jul 10, 2023 · Items 1 & 5

Reported by INSIGHT VENTURE MANAGEMENT, LLC (CRD 142994).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.