RIA Intelligence

INSIGHT CAPITAL MANAGEMENT, LLC

CRD #176530 SEC #801-110464 SAN RAMON, CA 925-362-9571
SEC Registered
Total AUM
$205M
Discretionary
$205M
Employees
5
Clients
11
Accounts
395

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
RICE, DAVID, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA
TRACY, DENISE, EDIEIPARTIAL OWNERA

Registrations

Federal

IA
Mar 30, 2021 REGISTERED

Notice Filings (2)

CA WA

Address

2001 CROW CANYON ROAD
SUITE 150
SAN RAMON, CA 94583
United States
Phone: 925-362-9571