INSIGHT EQUITY MANAGEMENT COMPANY LLC
Adviser information for INSIGHT EQUITY MANAGEMENT COMPANY LLC last updated from Form ADV on March 29th, 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 | Texas, United States |
Employees
| Total Number of Employees | 24 |
|---|---|
| Investment Advisory/Research | 18 |
| 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 | 17 | $1.2B |
| Non-Discretionary | 0 | $0 |
| Total | 17 | $1.2B |
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 | 17 | $1.2B |
| 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 | 6 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73657 |
|---|---|
| SEC ERA File Number | 801-73657 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157092 |
| Legal Entity Identifier | None |
Principal Office
1400 CIVIC PLACESUITE 250
SOUTHLAKE
TX
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 817-488-7775, Fax: 817-488-7739
Websites
Chief Compliance Officer
KEVIN SLATON
CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER
1400 CIVIC PLACE
SUITE 250
SOUTHLAKE
TX
United States
Tel:
817-865-2537
Fax:
817-488-7739
K******@****************M
(Full email address available in API data)
Industry Affiliates
| INSIGHT EQUITY (AC) GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY (AC) GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY (AFFILIATED COINVESTORS) GP I LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY (CAYMAN) GP I LTD | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY GP (BRIDGE) IV LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY GP I LP | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY MEZZANINE (AC) GP I LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY MEZZANINE GP I LLC | Sponsor, GP, manager of pooled investment vehicles |
| INSIGHT EQUITY VISION COMPANY LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLEARLY CLEAN INVESTMENT FUND LP | Private Equity Fund | $85.0M | $0.0M | 2 |
| INSIGHT EQUITY (AC) II LP | Private Equity Fund | $13.0M | $10.0M | 34 |
| INSIGHT EQUITY (AFFILIATED COINVESTORS) I LP | Private Equity Fund | $1.0M | $5.0M | 20 |
| INSIGHT EQUITY (BRIDGE) IV LP | Private Equity Fund | $28.0M | $0.0M | 3 |
| INSIGHT EQUITY (CAYMAN) I LP | Private Equity Fund | $1.2M | $5.0M | 4 |
| INSIGHT EQUITY (TAX-EXEMPT) I LP | Private Equity Fund | $4.8M | $5.0M | 14 |
| INSIGHT EQUITY (TE) II LP | Private Equity Fund | $28.4M | $10.0M | 8 |
| INSIGHT EQUITY AC (BRIDGE) IV LP | Private Equity Fund | $22.9M | $0.0M | 28 |
| INSIGHT EQUITY I LP | Private Equity Fund | $4.4M | $5.0M | 18 |
| INSIGHT EQUITY II LP | Private Equity Fund | $91.1M | $10.0M | 23 |
| INSIGHT EQUITY III (AC) LP | Private Equity Fund | $105.7M | $10.0M | 29 |
| INSIGHT EQUITY III (AC) X LP | Private Equity Fund | $105.7M | $10.0M | 2 |
| INSIGHT EQUITY III (TE) LP | Private Equity Fund | $272.8M | $10.0M | 13 |
| INSIGHT EQUITY III LP | Private Equity Fund | $414.9M | $10.0M | 21 |
| INSIGHT EQUITY MEZZANINE (AC) I LP | Private Equity Fund | $1.9M | $5.0M | 36 |
| INSIGHT EQUITY MEZZANINE (TE) I LP | Private Equity Fund | $5.2M | $5.0M | 6 |
| INSIGHT EQUITY MEZZANINE I LP | Private Equity Fund | $12.5M | $5.0M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SLATON, KEVIN, MICHAEL | Individual | – | CFO &CCO | 01/2011 | < 5% |
| INSIGHT EQUITY HOLDINGS LLC | Domestic Entity | – | MEMBER | 02/2009 | > 75% |
| TED, WILLIAM, BENESKI | Individual | INSIGHT EQUITY HOLDINGS LLC | MEMBER | 05/2002 | > 75% |
| TED, WILLIAM, BENESKI | Individual | – | CEO/MANAGING PARTNER | 05/2002 | < 5% |
| BONHAM, WARREN, B. | Individual | – | PARTNER | 02/2012 | < 5% |
| JONES, PETER, MAXWELL | Individual | – | PARTNER | 01/2018 | < 5% |