Insight Equity Management provides portfolio management for pooled vehicles. The firm advises 17 private funds.
Insight Equity Management reports 18 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($886M across 18 accounts) are managed with discretion. Of its clients, 6% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 18 | $886M | 100.0% | $49.2M |
| Total | 18 | $886M | 100% | $49.2M |
- Clients
- 18
- Regulatory AUM
- $886M
- AUM share
- 100.0%
- Avg. per client
- $49.2M
Total
- Clients
- 18
- Regulatory AUM
- $886M
- AUM share
- 100%
- Avg. per client
- $49.2M
- Clients outside the U.S.
- 6%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 17
Insight Equity Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Insight Equity Holdings LLC owns 75% or more of Insight Equity Management and is in turn owned by William Ted (75% or more). It has 21 employees, 15 of them in advisory roles.
Staff
- 21 employees
- 15 in advisory functions
- Owns 75% or more of Insight Equity Management Company LLC
Insight Equity Holdings LLC
Control person · since February 2009
- Owns 75% or more of Insight Equity Holdings LLC
William Ted
Control person · since May 2002
Insight Equity Management’s regulatory assets fell from $1.02B (May 2021) to $886M (March 2026); clients rose from 15 to 18 and employees fell from 29 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $886M | 18 | 21 | 1 |
| Mar 2025March 2025 | $1.06B | 18 | 21 | 2 |
| May 2024May 2024 | $1.15B | 17 | 24 | 2 |
| Mar 2023March 2023 | $1.06B | 14 | 27 | 2 |
| Mar 2022March 2022 | $960M | 15 | 29 | 2 |
| May 2021May 2021 | $1.02B | 15 | 29 | 2 |
Besides its headquarters, Insight Equity Management has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1400 Civic Place, Suite 250, SouthlakeHQ
Contact and registration details
- Legal name
- Insight Equity Management Company LLC
- Headquarters
- 1400 Civic Place, Suite 250, Southlake, TX 76092
- Website
- insightequity.com
- Phone
- 817-488-7775
- @insight-equity
- SEC file
- 801-73657
- Structure
- Texas LLC
- Fiscal year end
- December
Insight Equity Management has custody of $1.01B for 18 clients.
How many clients does Insight Equity Management have?
Insight Equity Management has 18 clients and manages $886 million for them, as of March 2026. They include 18 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Insight Equity Management offer?
Insight Equity Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Insight Equity Management have?
Insight Equity Management has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Insight Equity Management?
Insight Equity Management is owned through a holding company by William Ted. Its direct owner is Insight Equity Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Insight Equity Management get paid?
Insight Equity Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Insight Equity Management?
Insight Equity Management’s main office is at 1400 Civic Place, Suite 250, Southlake, TX 76092. Its phone number is 817-488-7775. Its website is insightequity.com.