INSIGHT INVESTMENT RESEARCH
INSIGHT INVESTMENT RESEARCH LLP Legal Name
Adviser information for INSIGHT INVESTMENT RESEARCH last updated from Form ADV on July 18th, 2023. 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 Partnership |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 30 | $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 | 30 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Publication of periodicals or newslettersSecurity ratings or pricing servicesPROVIDE INVESTMENT RESEARCH TO INSTITUTIONS |
|---|---|
| Compensation | Fixed feesSOFT DOLLAR COMMISSION AGREEMENTS |
Identifiers
| SEC RIA File Number | 801-78519 |
|---|---|
| SEC ERA File Number | 801-78519 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168324 |
| Legal Entity Identifier | None |
Principal Office
15 NEW CALEDONIAN WHARF6 ODESSA ST
LONDON
United Kingdom
Monday - Friday, 7AM-8PM
Tel: +44 203 397 9182, Fax: NONE
Websites
Chief Compliance Officer
ROBERT P CRIMES
PARTNER
15 NEW CALEDONIAN WHARF, 6 ODESSA STREET
LONDON
United Kingdom
Tel:
+44 203 397 9182
R************@************M
(Full email address available in API data)
Regulatory Contact
THOMAS CRIMES
DR
17 LAUREL COURT
AMERSHAM
United Kingdom
Tel:
+44 1494 700505?
P***********@*************M
(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 |
|---|---|---|---|---|---|
| ROBERT, PETER, CRIMES | Individual | – | PARTNER | 06/2013 | > 75% |
| CRIMES, THOMAS, PETER | Individual | – | DIRECTOR | 04/2014 | < 5% |