INSIGHT VENTURE PARTNERS: Investment Adviser Form ADV Filing

How this adviser has changed

Annual filings

Regulatory assets under management

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 year	Regulatory AUM	Employees	Filed
2021	$97,415,943,509	326	Mar 25, 2022
2022	$79,458,131,122	499	Mar 31, 2023
2023	$89,284,508,261	501	Mar 28, 2024

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
Pooled investment vehicles	114	$89,284,508,261	100.0%

Filing source

Form ADV 1841948 · Mar 28, 2024 · Item 5.D

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

Annual Updating Amendment for Registered Adviser · fiscal year 2023.

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 COINVESTMENT FUND (DELAWARE) III, L.P.Private Equity Fund$68.9MGross asset value

Form D fundraising filings

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

Insight Venture Partners Coinvestment Fund (Delaware) III, L.P.

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: 805-5100201414
Reported beneficial owners: 15
Minimum commitment: $10M
Form D file number: 021-217599

Form ADV 1841948 · Mar 28, 2024 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2023.

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 Jul 10, 2023 · previous imported filing

Regulatory AUM$79,458,131,122 → $89,284,508,261
Client accounts113 → 114
Employees499 → 501

Filing source

Form ADV 1841948 · Mar 28, 2024 · Items 1 & 5

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

Annual Updating Amendment for Registered Adviser · fiscal year 2023.

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: $89.3B
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 1841948 · Mar 28, 2024 · Items 1 & 5

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

Annual Updating Amendment for Registered Adviser · fiscal year 2023.

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.