{"url":"https://nivawealth.com/firms/insight-equity-management-157092","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157092","regulatoryAum":885942920,"crd":"157092","history":[{"filedOn":"2021-05-04","regulatoryAum":1021506790,"clients":15,"employees":29,"offices":2},{"filedOn":"2022-03-30","regulatoryAum":959989436,"clients":15,"employees":29,"offices":2},{"filedOn":"2023-03-28","regulatoryAum":1061257078,"clients":14,"employees":27,"offices":2},{"filedOn":"2024-05-17","regulatoryAum":1147543811,"clients":17,"employees":24,"offices":2},{"filedOn":"2025-03-28","regulatoryAum":1057166162,"clients":18,"employees":21,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":885942920,"clients":18,"employees":21,"offices":1}],"secFileNumber":"801-73657","legalName":"Insight Equity Management Company LLC","displayName":"Insight Equity Management","slug":"insight-equity-management-157092","website":"https://insightequity.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/157092/9430f370bdcc1e72-r1.webp","tone":"dark","width":826,"height":200,"sourceUrl":"http://www.insightequity.com","sourceLabel":"Insight Equity Management Company LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/insight-equity","founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1400 Civic Place, Suite 250","city":"Southlake","state":"TX","stateName":"Texas","country":"United States","postalCode":"76092"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":21,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":885942920,"discretionary":885942920,"discretionaryAccounts":18,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":6,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":18,"regulatoryAum":885942920}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Insight Equity Management has custody of $1.01B for 18 clients.","otherCustodians":[],"leadership":[{"name":"Warren Bonham","title":"Partner","crd":"6179947"},{"name":"Peter Jones","title":"Partner","crd":"7718765"},{"name":"Kevin Slaton","title":"CFO &cco","crd":"6010987"},{"name":"William Ted","title":"CEO/Managing Partner","crd":"6010961"}],"ownership":[{"label":"Insight Equity Holdings LLC","detail":"Member in the 75% or more ownership band and a control person, since February 2009."},{"label":"William Ted","detail":"Indirect owner: a member of Insight Equity Holdings LLC in the 75% or more band and a control person, since May 2002.","parent":"Insight Equity Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"1400 Civic Place, Suite 250","city":"Southlake","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"817-488-7775","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":17},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157092/PDF/157092.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Insight Equity Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Insight Equity Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Insight Equity Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Insight Equity Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Insight Equity Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Insight Equity Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}