INSIGHT VENTURE PARTNERS

INSIGHT VENTURE MANAGEMENT, LLC Legal Name

Adviser information for INSIGHT VENTURE PARTNERS last updated from Form ADV on March 28th, 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 Delaware, United States

Employees

Total Number of Employees 501
Investment Advisory/Research 151
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 114 $89.3B
Non-Discretionary 0 $0
Total 114 $89.3B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 114 $89.3B
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 51

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-67560
SEC ERA File Number 801-67560
SEC CIK Numbers 80167560
SEC CRD Numbers 142994
Legal Entity Identifier 5493005ORFKWDT4UK222

Principal Office

1114 AVENUE OF THE AMERICAS
36TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30AM TO 6:00PM
Tel: 212-230-9200, Fax: 212-230-9272

Chief Compliance Officer

ANDREW PRODROMOS
MANAGING DIRECTOR
1114 AVENUE OF THE AMERICAS
36TH FLOOR
NEW YORK
NY
United States
Tel: 212-230-9200
(Full email address available in API data)

Regulatory Contact

TAYLOR THOMPSON
CO-GENERAL COUNSEL
1114 AVENUE OF THE AMERICAS
36TH FLOOR
NEW YORK
NY
United States
Tel: 212-230-9200
(Full email address available in API data)

Industry Affiliates

ALBATROSS CO-INVEST GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
EMPIRE CO- INVEST GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
EMPIRE CO-INVEST II GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FALCON CO-INVEST GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
GRANDVAL GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
GRANDVAL II GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
HONEYDEW CO- INVEST GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES (EU) XI, SARL Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES (EU) XII BUYOUT ANNEX, SARL Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES (EU) XII, SARL Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES (EU) XIII GROWTH BUYOUT FUND, SARL Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES (EU) XIII, SARL Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES CONTINUATION II, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES CONTINUATION, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES FUND X FOLLOW-ON FUND, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES FUND XI FOLLOW-ON FUND, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES OPPORTUNITIES I, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES OPPORTUNITIES II, L.P Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES XI, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES XII BUYOUT ANNEX, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES XII, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES XIII GROWTH BUYOUT FUND, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT ASSOCIATES XIII, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT MICRO-COINVEST (CISO) GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT PARTNERS PUBLIC EQUITIES GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT VENTURE ASSOCIATES COINVESTMENT II, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT VENTURE ASSOCIATES COINVESTMENT III, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT VENTURE ASSOCIATES GROWTH-BUYOUT COINVESTMENT, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT VENTURE ASSOCIATES IX, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT VENTURE ASSOCIATES VII, L.P. Sponsor, GP, manager of pooled investment vehicles
INSIGHT VENTURE ASSOCIATES VIII, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT VENTURE ASSOCIATES X, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
INSIGHT VISION CAPITAL II GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
IPPE LIQUID GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SAIL NH GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SAIL NH II GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
SOLAR CO-INVEST GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ALBATROSS CO-INVEST, L.P. Private Equity Fund $52.7M $10.0M 2
EMPIRE CO-INVEST II, L.P. Private Equity Fund $101.1M $0.0M 2
EMPIRE CO-INVEST, L.P. Private Equity Fund $203.7M $10.0M 2
FALCON CO-INVEST, L.P. Private Equity Fund $0.0M $0.0M 0
GRANDVAL II, L.P. Private Equity Fund $1,444.5M $10.0M 1
GRANDVAL, L.P. Private Equity Fund $102.5M $10.0M 1
HONEYDEW CO-INVEST, L.P. Private Equity Fund $124.2M $10.0M 2
INSIGHT MICRO-COINVEST (CISO) FUND, L.P. Private Equity Fund $3.2M $10.0M 24
INSIGHT PARTNERS (CAYMAN) OPPORTUNITIES FUND I, L.P. Private Equity Fund $1,183.6M $10.0M 25
INSIGHT PARTNERS (CAYMAN) OPPORTUNITIES FUND II, L.P. Private Equity Fund $323.1M $10.0M 6
INSIGHT PARTNERS (CAYMAN) XI, L.P. Private Equity Fund $7,068.1M $10.0M 154
INSIGHT PARTNERS (CAYMAN) XII BUYOUT ANNEX FUND, L.P. Private Equity Fund $1,573.8M $10.0M 73
INSIGHT PARTNERS (CAYMAN) XII, L.P. Private Equity Fund $8,460.5M $10.0M 284
INSIGHT PARTNERS (CAYMAN) XIII GROWTH BUYOUT FUND, L.P. Private Equity Fund $266.5M $10.0M 13
INSIGHT PARTNERS (CAYMAN) XIII, L.P. Private Equity Fund $2,319.6M $10.0M 66
INSIGHT PARTNERS (DELAWARE) XI, L.P. Private Equity Fund $908.8M $10.0M 3
INSIGHT PARTNERS (DELAWARE) XII BUYOUT ANNEX FUND, L.P. Private Equity Fund $148.8M $10.0M 2
INSIGHT PARTNERS (DELAWARE) XII, L.P. Private Equity Fund $485.0M $10.0M 3
INSIGHT PARTNERS (DELAWARE) XIII GROWTH BUYOUT FUND, L.P. Private Equity Fund $20.0M $10.0M 1
INSIGHT PARTNERS (DELAWARE) XIII, L.P. Private Equity Fund $155.0M $10.0M 3
INSIGHT PARTNERS (EU) OPPORTUNITIES FUND I, L.P. Private Equity Fund $9.4M $10.0M 4
INSIGHT PARTNERS (EU) OPPORTUNITIES FUND II, L.P. Private Equity Fund $19.2M $10.0M 2
INSIGHT PARTNERS (EU) XI, S.C.SP. Private Equity Fund $844.2M $10.0M 31
INSIGHT PARTNERS (EU) XII BUYOUT ANNEX FUND, S.C.SP. Private Equity Fund $338.8M $10.0M 29
INSIGHT PARTNERS (EU) XII, S.C.SP. Private Equity Fund $1,386.7M $10.0M 91
INSIGHT PARTNERS (EU) XIII GROWTH BUYOUT FUND, S.C.SP. Private Equity Fund $23.9M $10.0M 7
INSIGHT PARTNERS (EU) XIII, S.C.SP. Private Equity Fund $427.3M $10.0M 32
INSIGHT PARTNERS CONTINUATION FUND (CAYMAN), L.P. Private Equity Fund $992.4M $10.0M 20
INSIGHT PARTNERS CONTINUATION FUND II, L.P. Private Equity Fund $1,754.3M $10.0M 76
INSIGHT PARTNERS CONTINUATION FUND, L.P. Private Equity Fund $888.4M $10.0M 35
INSIGHT PARTNERS FUND X (CAYMAN) FOLLOW-ON FUND, L.P. Private Equity Fund $600.9M $0.0M 47
INSIGHT PARTNERS FUND X (CO-INVESTORS) FOLLOW-ON FUND, L.P. Private Equity Fund $40.1M $0.0M 81
INSIGHT PARTNERS FUND X (DELAWARE) FOLLOW-ON FUND, L.P. Private Equity Fund $72.4M $0.0M 3
INSIGHT PARTNERS FUND X FOLLOW-ON FUND, L.P. Private Equity Fund $415.7M $0.0M 38
INSIGHT PARTNERS FUND XI (CAYMAN) FOLLOW-ON FUND, L.P. Private Equity Fund $13.7M $0.0M 3
INSIGHT PARTNERS FUND XI (CO-INVESTORS) (B) FOLLOW-ON FUND, L.P. Private Equity Fund $21.3M $0.0M 40
INSIGHT PARTNERS FUND XI (CO-INVESTORS) FOLLOW-ON FUND, L.P. Private Equity Fund $1.0M $0.0M 13
INSIGHT PARTNERS FUND XI (DELAWARE) FOLLOW-ON FUND, L.P. Private Equity Fund $0.0M $0.0M 0
INSIGHT PARTNERS FUND XI (EU) FOLLOW-ON FUND, L.P. Private Equity Fund $21.1M $0.0M 4
INSIGHT PARTNERS FUND XI FOLLOW-ON FUND, L.P. Private Equity Fund $274.5M $0.0M 22
INSIGHT PARTNERS OPPORTUNITIES FUND I (B), L.P. Private Equity Fund $2.4M $10.0M 12
INSIGHT PARTNERS OPPORTUNITIES FUND I, L.P. Private Equity Fund $832.8M $10.0M 64
INSIGHT PARTNERS OPPORTUNITIES FUND II (CO-INVESTORS), L.P. Private Equity Fund $17.5M $0.5M 18
INSIGHT PARTNERS OPPORTUNITIES FUND II, L.P. Private Equity Fund $206.7M $10.0M 13
INSIGHT PARTNERS PUBLIC EQUITIES MASTER FUND, L.P. Hedge Fund $449.9M $5.0M 113
INSIGHT PARTNERS XI (CO-INVESTORS) (B), L.P. Private Equity Fund $149.1M $0.5M 56
INSIGHT PARTNERS XI (CO-INVESTORS), L.P. Private Equity Fund $108.2M $0.5M 102
INSIGHT PARTNERS XI, L.P. Private Equity Fund $6,496.9M $10.0M 156
INSIGHT PARTNERS XII (CO-INVESTORS) (B), L.P. Private Equity Fund $268.8M $0.5M 214
INSIGHT PARTNERS XII (CO-INVESTORS), L.P. Private Equity Fund $19.0M $0.5M 79
INSIGHT PARTNERS XII BUYOUT ANNEX FUND (CO-INVESTORS) (B), L.P. Private Equity Fund $19.8M $0.5M 23
INSIGHT PARTNERS XII BUYOUT ANNEX FUND (CO-INVESTORS), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT PARTNERS XII BUYOUT ANNEX FUND, L.P. Private Equity Fund $1,261.5M $10.0M 57
INSIGHT PARTNERS XII, L.P. Private Equity Fund $5,949.4M $10.0M 275
INSIGHT PARTNERS XIII (CO-INVESTORS) (B), L.P. Private Equity Fund $38.9M $0.5M 43
INSIGHT PARTNERS XIII (CO-INVESTORS), L.P. Private Equity Fund $2.0M $0.5M 9
INSIGHT PARTNERS XIII GROWTH BUYOUT FUND (CO-INVESTORS) (B), L.P. Private Equity Fund $2.0M $0.5M 4
INSIGHT PARTNERS XIII GROWTH BUYOUT FUND (CO-INVESTORS), L.P. Private Equity Fund $0.0M $0.5M 0
INSIGHT PARTNERS XIII GROWTH BUYOUT FUND, L.P. Private Equity Fund $379.5M $10.0M 21
INSIGHT PARTNERS XIII, L.P. Private Equity Fund $2,574.6M $10.0M 97
INSIGHT VENTURE PARTNERS (CAYMAN) IX (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (CAYMAN) IX (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (CAYMAN) IX, L.P. Private Equity Fund $3,232.6M $10.0M 64
INSIGHT VENTURE PARTNERS (CAYMAN) VII (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (CAYMAN) VII (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (CAYMAN) VII, L.P. Private Equity Fund $417.7M $10.0M 31
INSIGHT VENTURE PARTNERS (CAYMAN) VIII (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (CAYMAN) VIII (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (CAYMAN) VIII, L.P. Private Equity Fund $516.5M $10.0M 30
INSIGHT VENTURE PARTNERS (CAYMAN) X (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (CAYMAN) X (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (CAYMAN) X, L.P. Private Equity Fund $6,831.2M $10.0M 94
INSIGHT VENTURE PARTNERS (DELAWARE) IX (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (DELAWARE) IX, L.P. Private Equity Fund $718.6M $10.0M 2
INSIGHT VENTURE PARTNERS (DELAWARE) VII, L.P. Private Equity Fund $57.5M $10.0M 3
INSIGHT VENTURE PARTNERS (DELAWARE) VIII, L.P. Private Equity Fund $580.6M $10.0M 16
INSIGHT VENTURE PARTNERS (DELAWARE) X (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS (DELAWARE) X, L.P. Private Equity Fund $1,341.1M $10.0M 2
INSIGHT VENTURE PARTNERS COINVESTMENT FUND (DELAWARE) III, L.P. Private Equity Fund $68.9M $10.0M 15
INSIGHT VENTURE PARTNERS COINVESTMENT FUND II (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS COINVESTMENT FUND II, L.P. Private Equity Fund $721.4M $10.0M 52
INSIGHT VENTURE PARTNERS COINVESTMENT FUND III, L.P. Private Equity Fund $95.5M $10.0M 45
INSIGHT VENTURE PARTNERS GBCF (CAYMAN) (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS GBCF (CAYMAN) (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS GBCF (DELAWARE) (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS GBCF (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS GBCF (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS GROWTH-BUYOUT COINVESTMENT FUND (B), L.P. Private Equity Fund $1,044.7M $10.0M 1
INSIGHT VENTURE PARTNERS GROWTH-BUYOUT COINVESTMENT FUND (CAYMAN), L.P. Private Equity Fund $923.2M $10.0M 22
INSIGHT VENTURE PARTNERS GROWTH-BUYOUT COINVESTMENT FUND (DELAWARE), L.P. Private Equity Fund $872.0M $10.0M 2
INSIGHT VENTURE PARTNERS GROWTH-BUYOUT COINVESTMENT FUND, L.P. Private Equity Fund $1,153.1M $10.0M 41
INSIGHT VENTURE PARTNERS IX (CO-INVESTORS), L.P. Private Equity Fund $128.6M $0.5M 60
INSIGHT VENTURE PARTNERS IX (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS IX (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS IX, L.P. Private Equity Fund $6,509.9M $10.0M 132
INSIGHT VENTURE PARTNERS VII (CO-INVESTORS), L.P. Private Equity Fund $21.1M $0.5M 22
INSIGHT VENTURE PARTNERS VII (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS VII (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS VII, L.P. Private Equity Fund $960.1M $10.0M 79
INSIGHT VENTURE PARTNERS VIII (CO-INVESTORS), L.P. Private Equity Fund $65.0M $0.5M 41
INSIGHT VENTURE PARTNERS VIII (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS VIII (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS VIII, L.P. Private Equity Fund $1,944.4M $10.0M 71
INSIGHT VENTURE PARTNERS X (CO-INVESTORS) (HOLDING AIP), L.P. Private Equity Fund $0.0M $0.5M 0
INSIGHT VENTURE PARTNERS X (CO-INVESTORS) (SELLER AIP), L.P. Private Equity Fund $0.0M $0.5M 0
INSIGHT VENTURE PARTNERS X (CO-INVESTORS), L.P. Private Equity Fund $197.9M $0.5M 91
INSIGHT VENTURE PARTNERS X (HOLDING AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS X (SELLER AIP), L.P. Private Equity Fund $0.0M $10.0M 0
INSIGHT VENTURE PARTNERS X, L.P. Private Equity Fund $8,350.9M $10.0M 143
INSIGHT VISION CAPITAL II, L.P Private Equity Fund $114.8M $10.0M 26
IPPE LIQUID MASTER FUND, L.P. Hedge Fund $110.1M $5.0M 22
SAIL NH II, L.P. Private Equity Fund $49.9M $10.0M 3
SAIL NH, L.P. Private Equity Fund $29.3M $10.0M 3
SOLAR CO-INVEST, L.P. Private Equity Fund $358.7M $10.0M 2

Control Persons

Name Type Entity Title Since Ownership
HORING, JEFFREY Individual MANAGING DIRECTOR 08/2000 < 5%
PAREKH, DEVEN, JAWAHAR Individual MANAGING DIRECTOR 08/2000 < 5%
INSIGHT HOLDINGS GROUP, LLC Domestic Entity MEMBER 01/2002 > 75%
HORING, JEFFREY Individual INSIGHT HOLDINGS GROUP, LLC OWNER; MANAGING MEMBER 01/2002 > 75%
PAREKH, DEVEN, JAWAHAR Individual INSIGHT HOLDINGS GROUP, LLC OWNER, MANAGING MEMBER 01/2002
LESSING, MARK, RAYMOND Individual CHIEF FINANCIAL OFFICER; MANAGING DIRECTOR 01/2008 < 5%
TRIPLETT, THOMAS, MICHAEL Individual MANAGING DIRECTOR 12/2005 < 5%
LIEBERMAN, JEFFREY, [NMN] Individual MANAGING DIRECTOR 12/2005 < 5%
TRIPLETT, THOMAS, MICHAEL Individual INSIGHT HOLDINGS GROUP, LLC OWNER, MANAGING MEMBER 10/2014
LIEBERMAN, JEFFREY, [NMN] Individual INSIGHT HOLDINGS GROUP, LLC OWNER; MANAGING MEMBER 10/2014
SANDLER, IAN, JEREMY Individual MANAGING DIRECTOR; CHIEF OPERATING OFFICER 09/2016 < 5%
PRODROMOS, ANDREW, NICHOLAS Individual CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR 01/2024 < 5%
WEINSTEIN, JOHN, BERNARD Individual CO-GENERAL COUNSEL 01/2024 < 5%
THOMPSON, LEE, TAYLOR Individual CO-GENERAL COUNSEL 01/2024 < 5%

No. Employees, Historic

60030002019202020212022202320242025140 on 12/19/2019182 on 3/31/2020217 on 3/31/2021217 on 5/7/2021326 on 3/25/2022499 on 3/31/2023499 on 6/30/2023499 on 7/10/2023501 on 3/28/2024

RAUM, Historic

100B50B0201920202021202220232024202525377810274 on 12/19/201931618386749 on 3/31/202051720746134 on 3/31/202151720746134 on 5/7/202197415943509 on 3/25/202279458131122 on 3/31/202379458131122 on 6/30/202379458131122 on 7/10/202389284508261 on 3/28/2024

No. Clients, Historic

2001000201920202021202220232024202534 on 12/19/201943 on 3/31/202051 on 3/31/202151 on 5/7/202164 on 3/25/2022113 on 3/31/2023113 on 6/30/2023113 on 7/10/2023114 on 3/28/2024