SourcingSourcing

INSIGHT EQUITY MANAGEMENT COMPANY LLC

C46
CRD 157092·SEC 801-73657·SOUTHLAKE, TX
AUM
$885.9M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INSIGHT EQUITY MANAGEMENT COMPANY LLC
CRD
157092
SEC file #
801-73657
EIN
—
DBA names
—

Economics

AUM
$885.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.07B → $885.9M▼ -17%
Client mix
Pooled Investment Vehicles18

Operations

Employees (total)
21
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
18 advisors → 15 advisors▼ -17%
Primary office
SOUTHLAKE TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
insightequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INSIGHT EQUITY HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
INSIGHT EQUITY HOLDINGS LLC
BONHAM, WARREN, B.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INSIGHTEQUITY.COM
Rdap Domain Creation Date
2002-07-10T17:07:29Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-07-10T17:07:29Z
Rdap Domain Last Changed
2026-05-11T06:33:54Z
Rdap Nameservers
Jason.ns.cloudflare.comPriscilla.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
BONHAM, WARREN, B.
Executive Officer · 2.5%
6179947
SLATON, KEVIN, MICHAEL
Executive Officer · 2.5%
6010987
TED, WILLIAM, BENESKI
Executive Officer · 2.5%
6010961
JONES, PETER, MAXWELL
Executive Officer · 2.5%
7718765