PPrivate Fund Data Log in Join · $37/mo

Insights Investments LLC

● SEC registered since 2020CRD 309727SEC# 801-119340Palo Alto, CA
Export (members)
Reg. AUM
$22.9M
Employees
1
Accounts
25,734
Location
Palo Alto, CA

Insights Investments LLC assets under management

Insights Investments LLC is a registered investment adviser overseen by the SEC based in Palo Alto, CA. The firm has been registered since 2020. It reports $22.9 million in regulatory assets under management and employs 1 people.
www.instagram.com/insights.wmView on SEC.gov ↗

Insights Investments LLC owners & executives

3 reported
NameTitleOwnershipSince
Andres Jose Villaquiran ControlChief Compliance OfficerUnder 5%2020
Insights Wealth Management Inc ControlOwnerOver 75%2021
Andres Jose Villaquiran ControlOwnerOver 75%2021

Frequently asked questions

How much does Insights Investments LLC manage?

Insights Investments LLC reports $22.9 million in regulatory assets under management on its Form ADV.

How many employees does Insights Investments LLC have?

Insights Investments LLC reports 1 employees.

Where is Insights Investments LLC located?

Insights Investments LLC is based in Palo Alto, CA and has been SEC-registered since 2020.

Does Insights Investments LLC disclose fund performance?

Insights Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3101 Park Blvd, Palo Alto, CA 94306
Phone6504850277
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$22.9M
Total (RAUM)$22.9M