Investment adviser · CRD 142994

INSIGHT VENTURE PARTNERS

INSIGHT VENTURE MANAGEMENT, LLC

NEW YORK, NY, United States · Form ADV filed Mar 28, 2024

Regulatory AUM: $89.3B
Client accounts: 114
Employees: 501
Advisory professionals: 151

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

114 detailed 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.

INSIGHT PARTNERS XI (CO-INVESTORS) (B), L.P.Private Equity Fund$149MGross asset value

Form D fundraising filings

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

Insight Partners XI (Co-Investors) (B), 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 →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

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

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: 805-6187402456
Reported beneficial owners: 56
Minimum commitment: $500K
Form D file number: 021-358589

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.

INSIGHT PARTNERS (DELAWARE) XII BUYOUT ANNEX FUND, L.P.Private Equity Fund$149MGross asset value

Form D fundraising filings

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

Insight Partners (Delaware) XII Buyout Annex Fund, 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 →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

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

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: 805-6549383914
Reported beneficial owners: 2
Minimum commitment: $10M
Form D file number: 021-397568

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.

INSIGHT VENTURE PARTNERS IX (CO-INVESTORS), L.P.Private Equity Fund$129MGross asset value

Form D fundraising filings

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

Insight Venture Partners IX (Co-Investors), 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: 805-5658976774
Reported beneficial owners: 60
Minimum commitment: $500K
Form D file number: 021-231708

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.

HONEYDEW CO-INVEST, L.P.Private Equity Fund$124MGross asset value

Search Form D filings →

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

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 →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

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

Fund details & source

Fund ID: 805-6676856734
Reported beneficial owners: 2
Minimum commitment: $10M

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.

INSIGHT VISION CAPITAL II, L.PPrivate Equity Fund$115MGross asset value

Form D fundraising filings

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

Insight Vision Capital II, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, 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: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-9639247084
Reported beneficial owners: 26
Minimum commitment: $10M
Form D file number: 021-422956

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.

IPPE LIQUID MASTER FUND, L.P.Hedge Fund · Master$110MGross asset value

Form D fundraising filings

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

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No Other funds reporting this name →

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Other funds reporting this name →

Provider details

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

KPMG LLP
PCAOB 185

MORGAN STANLEY & CO. LLC
SEC 8-15869

THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
LEI 54930042DBMRRWU1QM80

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-7507221287
Reported beneficial owners: 22
Minimum commitment: $5M
Form D file number: 021-474298
Form D file number: 021-474299

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.

INSIGHT PARTNERS XI (CO-INVESTORS), L.P.Private Equity Fund$108MGross asset value

Form D fundraising filings

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

Insight Partners XI (Co-Investors), 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 →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

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

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: 805-5844180825
Reported beneficial owners: 102
Minimum commitment: $500K
Form D file number: 021-353786

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.