INSIGHT PRIVATE ADVISORS, LLC
CRD #169017 SEC #801-78883 BRIDGEWATER, NJ (908) 788-1799
SEC Registered
Total AUM
$277.9M
Discretionary
$274.3M
Employees
10
Clients
11
Accounts
866
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2020 | $277.9M | $274.3M | $3.6M | 10 | 7 |
| Jun 2019 | $255.6M | $250.9M | $4.7M | 10 | 8 |
| Mar 2019 | $255.6M | $250.9M | $4.7M | 10 | 8 |
| Dec 2018 | $370.8M | $366.5M | $4.3M | 35 | 31 |
| Apr 2018 | $370.8M | $366.5M | $4.3M | 35 | 31 |
| Mar 2018 | $370.8M | $366.5M | $4.3M | 35 | 31 |
| Sep 2017 | $310.6M | $306.8M | $3.8M | 32 | 1,000 |
| Aug 2017 | $310.6M | $306.8M | $3.8M | 32 | 1,000 |
| Feb 2017 | $310.6M | $306.8M | $3.8M | 32 | 1,000 |
| Feb 2017 | $310.6M | $306.8M | $3.8M | 32 | 1,000 |
| Jan 2017 | $251.3M | $249.2M | $2.2M | 31 | 1,000 |
| Nov 2016 | $251.3M | $249.2M | $2.2M | 31 | 1,000 |
| May 2016 | $251.3M | $249.2M | $2.2M | 31 | 1,000 |
| Mar 2016 | $361M | $354.2M | $6.8M | 49 | 1,000 |
| Mar 2016 | $361M | $354.2M | $6.8M | 49 | 1,000 |
| Mar 2016 | $361M | $354.2M | $6.8M | 49 | 1,000 |
| Mar 2016 | $361M | $354.2M | $6.8M | 49 | 1,000 |
| Feb 2016 | $230M | $228M | $2M | 40 | 100 |
| Jan 2016 | $230M | $228M | $2M | 40 | 100 |
| Apr 2015 | $230M | $228M | $2M | 40 | 100 |
| Mar 2015 | $230M | $228M | $2M | 40 | 100 |
| Feb 2015 | $230M | $228M | $2M | 40 | 100 |
| Nov 2014 | $207.4M | $207.4M | $0 | 16 | 100 |
| Nov 2014 | $207.4M | $207.4M | $0 | 16 | 100 |
| Oct 2014 | $136M | $136M | $0 | 16 | 100 |
| Aug 2014 | $136M | $136M | $0 | 16 | 100 |
| Jun 2014 | $136M | $136M | $0 | 16 | 100 |
| May 2014 | $136M | $136M | $0 | 16 | 100 |
| Jan 2014 | $0 | $0 | $0 | 8 | 0 |
| Nov 2013 | $0 | $0 | $0 | 8 | 0 |
DateFeb 2020
Total AUM$277.9M
Discretionary$274.3M
Non-Disc.$3.6M
Employees10
Clients7
DateJun 2019
Total AUM$255.6M
Discretionary$250.9M
Non-Disc.$4.7M
Employees10
Clients8
DateMar 2019
Total AUM$255.6M
Discretionary$250.9M
Non-Disc.$4.7M
Employees10
Clients8
DateDec 2018
Total AUM$370.8M
Discretionary$366.5M
Non-Disc.$4.3M
Employees35
Clients31
DateApr 2018
Total AUM$370.8M
Discretionary$366.5M
Non-Disc.$4.3M
Employees35
Clients31
DateMar 2018
Total AUM$370.8M
Discretionary$366.5M
Non-Disc.$4.3M
Employees35
Clients31
DateSep 2017
Total AUM$310.6M
Discretionary$306.8M
Non-Disc.$3.8M
Employees32
Clients1,000
DateAug 2017
Total AUM$310.6M
Discretionary$306.8M
Non-Disc.$3.8M
Employees32
Clients1,000
DateFeb 2017
Total AUM$310.6M
Discretionary$306.8M
Non-Disc.$3.8M
Employees32
Clients1,000
DateFeb 2017
Total AUM$310.6M
Discretionary$306.8M
Non-Disc.$3.8M
Employees32
Clients1,000
DateJan 2017
Total AUM$251.3M
Discretionary$249.2M
Non-Disc.$2.2M
Employees31
Clients1,000
DateNov 2016
Total AUM$251.3M
Discretionary$249.2M
Non-Disc.$2.2M
Employees31
Clients1,000
DateMay 2016
Total AUM$251.3M
Discretionary$249.2M
Non-Disc.$2.2M
Employees31
Clients1,000
DateMar 2016
Total AUM$361M
Discretionary$354.2M
Non-Disc.$6.8M
Employees49
Clients1,000
DateMar 2016
Total AUM$361M
Discretionary$354.2M
Non-Disc.$6.8M
Employees49
Clients1,000
DateMar 2016
Total AUM$361M
Discretionary$354.2M
Non-Disc.$6.8M
Employees49
Clients1,000
DateMar 2016
Total AUM$361M
Discretionary$354.2M
Non-Disc.$6.8M
Employees49
Clients1,000
DateFeb 2016
Total AUM$230M
Discretionary$228M
Non-Disc.$2M
Employees40
Clients100
DateJan 2016
Total AUM$230M
Discretionary$228M
Non-Disc.$2M
Employees40
Clients100
DateApr 2015
Total AUM$230M
Discretionary$228M
Non-Disc.$2M
Employees40
Clients100
DateMar 2015
Total AUM$230M
Discretionary$228M
Non-Disc.$2M
Employees40
Clients100
DateFeb 2015
Total AUM$230M
Discretionary$228M
Non-Disc.$2M
Employees40
Clients100
DateNov 2014
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees16
Clients100
DateNov 2014
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees16
Clients100
DateOct 2014
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees16
Clients100
DateAug 2014
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees16
Clients100
DateJun 2014
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees16
Clients100
DateMay 2014
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees16
Clients100
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0