Investment adviser · CRD 309727
INSIGHTS INVESTMENTS
Investment adviser filing (IA)
INSIGHTS INVESTMENTS LLC
PALO ALTO, CA, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $45.8M Form ADV · Item 5.F
- Client accounts
- 33,896 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 33,896 | $31,825,051 | 69.6% |
| Other investment advisers | Fewer than 5 | $7,161,146 | 15.7% |
| Corporations & businesses | Fewer than 5 | $6,767,822 | 14.8% |
Filing source
Form ADV 2052157 · Mar 11, 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
0 Private fundsThe 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: Mar 11, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Subscription
Principal office
3101 PARK BLVDPALO ALTO, CA, 94306, United States
CRD 309727
Filing source
Form ADV 2052157 · Mar 11, 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.