INSIGHT ADVISORS, LLC
B51
CRD 168057·SEC 801-78355·NEWTOWN, PA
AUM
$785.6M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$18.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $348.7M
'21 · $450.5M
'22 · $590.8M
'23 · $630.0M
'25 · $712.4M
'26 · $785.6M
'20'26
$348.7M → $785.6M▲ +125%
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 15 advisors
'22 · 19 advisors
'23 · 20 advisors
'25 · 15 advisors
'26 · 16 advisors
'20'26
15 advisors → 16 advisors▲ +7%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2016-04-212016-04-21 · 0001484846-16-000002
2015-04-222015-04-22 · 0001484846-15-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O INSIGHT ADVISORS LLC, MANAGER11500 OLYMPIC BOULEVARD SUITE 400LOS ANGELES, CA 90064
Business
C/O INSIGHT ADVISORS LLC, MANAGER11500 OLYMPIC BOULEVARD SUITE 400LOS ANGELES, CA 90064
Edgar Recent Filings
D/A2016-04-21 · 0001484846-16-000002
D/A2015-04-22 · 0001484846-15-000001