Insight Equity Management Company LLC (Southlake)

Name: Insight Equity Management Company LLC
Address: 1400 Civic Place, Southlake, TX, 76092
Telephone: 817-488-7775

Insight Equity Management Company LLC is a large advisory firm based in Southlake. It manages $1.07 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2012.

Insight Equity Management Company 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 Equity Management Company: assets under management

The assets under management (AUM) of Insight Equity Management Company LLC is $1.07 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and $2.6 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Insight Equity Management Company 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 Equity Management Company serves?

The only and largest group of clients of Insight Equity Management Company is pooled investment vehicles with 15 clients and $1.07 billion of assets under management. Among the 4 most similar advisory firms, Insight Equity Management Company has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.07 billion for 15 clients. 8% of the firm’s clients are foreign persons or businesses.

Insight Equity Management Company also advises several private funds. Namely, fifteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Insight Equity Management Company LLC

The company employs 24 people that are either part- or full-time employees. 75 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
Insight Equity Holdings Llc	Member	1 Feb 2009	75% - 100%	01-0731485
Kevin Michael Slaton	Cfo &cco	1 Jan 2011	Other	6010987
Eliot Eppes Kerlin	Partner	1 Feb 2012	Other	3093050
Warren B. Bonham	Partner	1 Feb 2012	Other	6179947
Jack Waterstreet	Partner	1 Jan 2015	Other	5087674

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William Beneski Ted	Member	1 May 2002	50% - 75%	6010961
Victor Lance Vescovo	Member	1 Jan 2003	50% - 75%	6010960

Based in Southlake

The principal office where Insight Equity Management Company LLC performs its advisory services is located at 1400 Civic Place, Southlake, TX 76092, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-488-7775 or by fax 817-488-7739. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at insightequity.com.