Insight Venture Management, LLC (New York)

Name: Insight Venture Management, LLC
Address: 1114 Avenue Of The Americas, New York, NY, 10036
Telephone: 212-230-9200

Insight Venture Management, LLC is a large advisory firm based in New York. It manages $25.38 billion of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2007.

Insight Venture Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Insight Venture Management: assets under management

The assets under management (AUM) of Insight Venture Management, LLC is $25.38 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2688% since the beginning of its operation, and $20.87 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $25.38 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $746.41 million each.

Insight Venture Management has custody of $25.38 billion in cash and securities for 34 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Insight Venture Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Insight Venture Management serves?

The only and largest group of clients of Insight Venture Management is pooled investment vehicles with 34 clients and $25.38 billion of assets under management. Among the 11 most similar advisory firms, Insight Venture Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $25.38 billion for 34 clients. 56% of the firm’s clients are foreign persons or businesses.

Insight Venture Management also advises several private funds. Namely, thirty four private equity funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $10,000,000.

Careers at Insight Venture Management, LLC

The company employs 140 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Horing	Managing director	1 Aug 2000	Other	1618730
Deven Jawahar Parekh	Managing director	1 Aug 2000	Other	2169873
Peter Brian Sobiloff	Managing director	1 Aug 2000	Other	5283416
Jeffrey [Nmn] Horing	Managing director	1 Aug 2000	Other	1618730
Jerry Fred Murdock	Managing director	1 Aug 2000	Other	5283352
Blair Marc Flicker	General counsel; managing director	1 Jan 2001	Other	5283341
Llc Insight Holdings Group	Owner	1 Jan 2002	75% - 100%	35-2158588
Thomas Michael Triplett	Managing director	1 Jan 2005	Other	2447425
Jeffrey [Nmn] Lieberman	Managing director	1 Jan 2005	Other	5283433
Lawrence Robert Handen	Managing director	1 Sep 2005	Other	1533432
Thomas Michael Triplett	Managing director	1 Dec 2005	Other	2447425
Jeffrey [Nmn] Lieberman	Managing director	1 Dec 2005	Other	5283433
Mark Raymond Lessing	Chief financial officer; managing director	1 Jan 2008	Other	1961411
Edward Caldwell Delk	Chief compliance officer	1 Oct 2009	Other	5741937
Edward Caldwell Delk	Chief compliance officer	1 Dec 2009	Other	5741937
Eric Craig Goldstein	Chief compliance officer; deputy general counsel	1 Dec 2012	Other	3006357
Ian Jeremy Sandler	Managing director; chief operating officer	1 Sep 2016	Other	4727363
Andrew Prodromos	Chief compliance officer; deputy general counsel	1 Sep 2018	Other	7013807

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Peter Brian Sobiloff	Owner, managing member	1 Jan 2002	25% - 50%	5283416
Jeffrey Horing	Owner; managing member	1 Jan 2002	25% - 50%	1618730
Deven Jawahar Parekh	Owner, managing member	1 Jan 2002	25% - 50%	2169873
Jeffrey [Nmn] Horing	Owner; managing member	1 Jan 2002	25% - 50%	1618730
Jerry Fred Murdock	Owner; managing member	1 Jan 2002	25% - 50%	5283352
Thomas Michael Triplett	Owner, managing member	1 Oct 2014	Other	2447425
Jeffrey [Nmn] Lieberman	Owner; managing member	1 Oct 2014	Other	5283433

Based in New York

The principal office where Insight Venture Management, LLC performs its advisory services is located at 1114 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-230-9200 or by fax 212-230-9272. The normal business hours are 8:30am to 6:00pm on Monday - Friday. You can find more information about the New York firm at insightpartners.com.