Hedge Fund Database

INSIGHT INVESTMENT COUNSEL

INSIGHT INV LLC Legal Name

Adviser information for INSIGHT INVESTMENT COUNSEL last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 96 $136.3M
Non-Discretionary 0 $0
Total 96 $136.3M

Clients

Type Number RAUM
Individuals 13 $5.0M
HNW Individuals 34 $131.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-121494
SEC ERA File Number 801-121494
SEC CIK Numbers 1909322
SEC CRD Numbers 172511
Legal Entity Identifier None

Principal Office

330 ILLINOIS STREET
EL SEGUNDO
CA
United States
Monday - Friday, 9-4
Tel: 310-426-6322, Fax: 310-426-6319

Websites

www.insightinv.com

Chief Compliance Officer

RUSSELL KARTUB
PRESIDENT, CIO
330 ILLINOIS STREET
EL SEGUNDO
CA
United States
Tel: 310-426-6322
Fax: 310-426-6319
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KARTUB, RUSSELL Individual – MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 07/2013 > 75%

No. Employees, Historic

1050202120222023202420254 on 5/13/20214 on 5/19/20213 on 3/25/20223 on 3/22/20234 on 2/15/2024

RAUM, Historic

200M100M020212022202320242025120689207 on 5/13/2021120689207 on 5/19/2021138981488 on 3/25/2022131049097 on 3/22/2023136338198 on 2/15/2024

No. Clients, Historic

603002021202220232024202546 on 5/13/202146 on 5/19/202152 on 3/25/202252 on 3/22/202347 on 2/15/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 540K 3K –
ALLSTATE CORP COM 2M 14K –
ALPHABET INC CAP STK CL C 345K 2K –
ALPHABET INC CAP STK CL A 3M 16K –
AMAZON COM INC COM 3M 17K –
AMERICAN EXPRESS CO COM 3M 13K –
AMGEN INC COM 2M 7K –
APPLE INC COM 6M 29K –
APPLIED MATLS INC COM 3M 12K –
AT&T INC COM 991K 52K –
BROADCOM INC COM 313K 195 –
BERKLEY W R CORP COM 2M 20K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K –
ISHARES U S ETF TR BLACKROCK SHORT 667K 13K –
BP PLC SPONSORED ADR 2M 45K –
BRISTOL-MYERS SQUIBB CO COM 942K 23K –
CHEVRON CORP NEW COM 3M 17K –
CISCO SYS INC COM 2M 40K –
CITIGROUP INC COM NEW 2M 27K –
COGNIZANT TECHNOLOGY SOLUTIO CL A 813K 12K –
CORNING INC COM 2M 42K –
COSTCO WHSL CORP NEW COM 428K 504 –
CVS HEALTH CORP COM 879K 15K –
DISNEY WALT CO COM 2M 17K –
ELEVANCE HEALTH INC COM 1M 3K –
EMERSON ELEC CO COM 2M 16K –
EOG RES INC COM 1M 9K –
EXXON MOBIL CORP COM 2M 20K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 70K 1K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 490K 10K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 2M 87K –
FIRST TR EXCHANGE-TRADED FD ULTRA SHT DUR MU 402K 20K –
GENERAL DYNAMICS CORP COM 2M 8K –
GRAHAM HLDGS CO COM CL B 2M 3K –
HOME DEPOT INC COM 420K 1K –
INTEL CORP COM 598K 19K –
INTERNATIONAL BUSINESS MACHS COM 3M 15K –
INTUITIVE SURGICAL INC COM NEW 1M 3K –
ISHARES TR RUS 1000 GRW ETF 114K 311 –
ISHARES TR RUS MDCP VAL ETF 60K 498 –
ISHARES TR S&P 500 GRWT ETF 118K 1K –
ISHARES TR S&P 500 VAL ETF 68K 376 –
ISHARES TR S&P MC 400GR ETF 68K 772 –
ISHARES TR S&P SML 600 GWT 55K 426 –
ISHARES TR SP SMCP600VL ETF 43K 438 –
ISHARES TR CORE S&P SCP ETF 10K 92 –
JOHNSON & JOHNSON COM 2M 11K –
JOHNSON CTLS INTL PLC SHS 1M 19K –
JPMORGAN CHASE & CO. COM 3M 14K –
LABCORP HOLDINGS INC COM SHS 718K 4K –
LINCOLN NATL CORP IND COM 1M 40K –
LOWES COS INC COM 1M 5K –
MADISON SQUARE GRDN SPRT COR CL A 1M 7K –
MARVELL TECHNOLOGY INC COM 3M 38K –
MCDONALDS CORP COM 370K 1K –
MEDTRONIC PLC SHS 1M 15K –
MERCK & CO INC COM 2M 18K –
MICROSOFT CORP COM 4M 10K –
MORGAN STANLEY COM NEW 2M 17K –
ORACLE CORP COM 3M 18K –
PACCAR INC COM 2M 15K –
PEPSICO INC COM 2M 13K –
PNC FINL SVCS GROUP INC COM 2M 10K –
PROCTER AND GAMBLE CO COM 2M 9K –
QUALCOMM INC COM 3M 17K –
ROYAL GOLD INC COM 220K 2K –
RTX CORPORATION COM 2M 17K –
SOUTHERN CO COM 648K 8K –
SPROTT PHYSICAL SILVER TR TR UNIT 256K 26K –
TARGET CORP COM 2M 12K –
TEXAS INSTRS INC COM 219K 1K –
TJX COS INC NEW COM 2M 21K –
TYLER TECHNOLOGIES INC COM 302K 600 –
VALKYRIE ETF TRUST II BITCOIN AND ETHE 209K 11K –
VANGUARD INDEX FDS GROWTH ETF 84K 223 –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 665K 8K –
VANGUARD INDEX FDS MID CAP ETF 46K 191 –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 6K 68 –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 22K 287 –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 9K 108 –
VANGUARD INDEX FDS S&P 500 ETF SHS 193K 385 –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 2M 27K –
VANGUARD INDEX FDS SM CP VAL ETF 168K 918 –
VANGUARD INDEX FDS VALUE ETF 314K 2K –
VERIZON COMMUNICATIONS INC COM 894K 22K –
PARAMOUNT GLOBAL CLASS B COM 198K 19K –
WALMART INC COM 3M 38K –
WILLIAMS SONOMA INC COM 3M 12K –