INSIGHT INVESTMENT
Latest filing: Jun 20, 2024 (132 days ago)
AUM
$3,037,570,782
57% change vs. 1 year ago
-41% change vs. 3 years ago
-55% change vs. 5 years ago
-93% change vs. 10 years ago
Employee Count
1
0% change vs. 1 year ago
-50% change vs. 3 years ago
-50% change vs. 5 years ago
-98% change vs. 10 years ago
Main Office
LONDON,
160 QUEEN VICTORIA STREET, LONDON, , UNITED KINGDOM, EC4V 4LA
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.6 |
| Non-Discretionary | $0.5 |
| Total | $3.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $3.0 |
| Total | $3.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET CORPORATION | BOSTON-MA-USA | $0.9 |
| NORTHERN TRUST | LONDON--GBR | $0.7 |
| BROWN BROTHERS HARRIMAN | NEW YORK-NY-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $3.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 14% | $0.4 |
| IG Credit | 13% | $0.4 |
| HY Credit | 0% | $0.0 |
| Derivatives | 51% | $1.5 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 18% | $0.5 |
| Cash | 0% | $0.0 |
| Other | 2% | $0.1 |
| Total | 99% | $2.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MELLON INVESTMENTS CORPORATION | $674.2 | 105764 | |
| BNY MELLON INVESTMENT ADVISER, INC. | $339.7 | 105642 | |
| INSIGHT NORTH AMERICA LLC | $136.7 | 145995 | |
| WALTER SCOTT & PARTNERS LIMITED | $84.0 | 112161 | |
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | $47.9 | 312937 | |
| NEWTON INVESTMENT MANAGEMENT LTD | $45.2 | 111208 | |
| BNY MELLON ADVISORS, INC. | $19.7 | 106108 | |
| BNY MELLON SECURITIES CORPORATION | $6.1 | broker-dealer | 231 |
| BNY MELLON ETF INVESTMENT ADVISER, LLC | $6.0 | 306148 | |
| BNY MELLON ALOCACAO DE PATRIMONIO LTDA | $0.0 | - | |
| BNY MELLON CAPITAL MARKETS EMEA LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED | $0.0 | - | |
| PERSHING LLC | $0.0 | broker-dealer | 7560 |
| THE BANK OF NEW YORK MELLON, S.A., INSTITUCION DE BANCA MULTIPLE | $0.0 | broker-dealer, trust company | - |
| INSIGHT INVESTMENT MANAGEMENT (CHANNEL ISLANDS) LIMITED | $0.0 | - | |
| THE BANK OF NEW YORK MELLON SA/NV | $0.0 | - | |
| BNY MELLON NATIONAL ASSOCIATION | $0.0 | trust company | - |
| BNY MELLON TRUST COMPANY OF ILLINOIS | $0.0 | trust company | - |
| THE BANK OF NEW YORK MELLON | $0.0 | trust company | - |
| BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED | $0.0 | 169829 | |
| HEDGEMARK SECURITIES LLC | $0.0 | broker-dealer | 164503 |
| THE BANK OF NEW YORK MELLON (INTERNATIONAL) LIMITED | $0.0 | trust company | - |
| BNY MELLON IM KOREA LIMITED | $0.0 | - | |
| MELLON HEDGE ADVISORS, LLC | $0.0 | 133402 | |
| BNY MELLON INVESTOR SOLUTIONS, LLC | $0.0 | 277132 | |
| INSIGHT INVESTMENT AUSTRALIA PTY LIMITED | $0.0 | - | |
| BNY MELLON FUND MANAGERS LIMITED | $0.0 | - | |
| BNY MELLON BANCO S.A. | $0.0 | trust company | - |
| BNY MELLON TRUST COMPANY (IRELAND) LIMITED | $0.0 | trust company | - |
| PERSHING SECURITIES INTERNATIONAL LIMITED | $0.0 | broker-dealer | - |
| THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. | $0.0 | trust company | - |
| ARX INVESTIMENTOS LTDA | $0.0 | 148403 | |
| PERSHING SECURITIES AUSTRALIA PTY LIMITED | $0.0 | broker-dealer | - |
| PERSHING ADVISOR SOLUTIONS LLC | $0.0 | broker-dealer | 36671 |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | $0.0 | trust company | - |
| PERSHING SECURITIES SINGAPORE PRIVATE LIMITED | $0.0 | broker-dealer | - |
| PERSHING SECURITIES LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON CAPITAL MARKETS, LLC | $0.0 | broker-dealer, municipal advisor | 17454 |
| INSIGHT INVESTMENT MANAGEMENT (IRELAND) LIMITED | $0.0 | - | |
| BNY MELLON ASSET MANAGEMENT CANADA LIMITED | $0.0 | broker-dealer | - |
| PERSHING SECURITIES CANADA LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTD | $0.0 | 170663 | |
| BNY MELLON GLOBAL MANAGEMENT LIMITED | $0.0 | - | |
| BNY MELLON TRUST OF DELAWARE | $0.0 | trust company | - |
| INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED | $0.0 | - | |
| NEWTON INVESTMENT MANAGEMENT JAPAN LTD | $0.0 | - | |
| EACM ADVISORS LLC | $0.0 | 132057 | |
| BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A. | $0.0 | broker-dealer | - |
| PERSHING LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED | $0.0 | broker-dealer | 169689 |
| INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED | $0.0 | - | |
| BNY MELLON INTERNATIONAL MANAGEMENT LIMITED | $0.0 | - | |
| PERSHING (CHANNEL ISLANDS) LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON WEALTH MANAGEMENT, ADVISORY SERVICES, INC. | $0.0 | broker-dealer | - |
| CIBC MELLON TRUST COMPANY | $0.0 | trust company | - |
| BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED | $0.0 | broker-dealer | - |
| BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A. | $0.0 | broker-dealer | - |
| THE BANK OF NEW YORK MELLON SECURITIES COMPANY JAPAN LTD | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
23 active
| Name | Title |
|---|---|
| NAUPHAL, ABDALLAH, HABIB | DIRECTOR AND CHIEF EXECUTIVE OFFICER |
| ANSTEE, ERIC, E | DIRECTOR |
| GREY, ADRIAN | DIRECTOR AND CHIEF INVESTMENT OFFICER (ACTIVE MANAGEMENT) |
| DALGARNO, LYNNE | HEAD OF HUMAN RESOURCES |
| WOOLHOUSE, ANGUS, SUTHERLAND HAMISH | DIRECTOR AND GLOBAL HEAD OF DISTRIBUTION |
| GRIM, ANNE, MARIE | DIRECTOR |
| EILBECK, JON | DIRECTOR AND CHIEF OPERATING OFFICER |
| SMITS, HANNEKE, (NMI) | DIRECTOR |
| KITCHEN, ANDREW, JOHN | DIRECTOR AND CHIEF FINANCIAL OFFICER |
| ELMAAZI, AYAH | HEAD OF LEGAL |
| WILSON, RICHARD, CHARLES | DIRECTOR |
| GILES, ANDREW, BRIAN | DIRECTOR AND EXECUTIVE VICE CHARIMAN |
| NOBLE, SUSAN, MARGARET | DIRECTOR |
| PLATT, JANE, CHRISTINE | DIRECTOR |
| HAFF, DANIEL, R | CHIEF COMPLIANCE OFFICER |
| STANCOMBE, MARK, RICHARD | CHIEF RISK OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY-03/31/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV