Clients
Insight North America serves 1,876 clients, 1,238 of them high-net-worth individuals. The average client has about $91 million with the firm, and high-net-worth clients hold 3% of its $171.1 billion in assets.
- High-net-worth individuals1,238 clients3%
- Investment companies106 clients17%
- Pooled investment vehicles22 clients2%
- Pension and profit-sharing plans138 clients36%
- Other investment advisers7 clients15%
- OtherInsurance companies, Corporations and other businesses, Banking or thrift institutions, Charitable organizations, State or municipal government entities, Sovereign wealth funds and foreign official institutions26%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 1,238 | $5,518,478,197 | 3.2% | $4.46M |
| Banking or thrift institutions | Not reported | $328,363,792 | 0.2% | — |
| Investment companies | 106 | $29,367,140,731 | 17.2% | $277.0M |
| Pooled investment vehicles | 22 | $3,921,100,499 | 2.3% | $178.2M |
| Pension and profit-sharing plans | 138 | $61,722,824,095 | 36.1% | $447.3M |
| Charitable organizations | 8 | $686,461,276 | 0.4% | $85.8M |
| State or municipal government entities | 11 | $2,320,632,765 | 1.4% | $211.0M |
| Other investment advisers | 7 | $26,194,398,778 | 15.3% | $3.74B |
| Insurance companies | 170 | $19,931,900,553 | 11.6% | $117.2M |
| Sovereign wealth funds and foreign official institutions | Not reported | $2,552,477,576 | 1.5% | — |
| Corporations and other businesses | 176 | $18,550,569,371 | 10.8% | $105.4M |
| Total | 1,876 | $171,094,347,633 | 100% | $91.2M |
- Clients
- 1,238
- Regulatory AUM
- $5,518,478,197
- Share
- 3.2%
- Avg. per client
- $4.46M
- Clients
- Not reported
- Regulatory AUM
- $328,363,792
- Share
- 0.2%
- Avg. per client
- —
- Clients
- 106
- Regulatory AUM
- $29,367,140,731
- Share
- 17.2%
- Avg. per client
- $277.0M
- Clients
- 22
- Regulatory AUM
- $3,921,100,499
- Share
- 2.3%
- Avg. per client
- $178.2M
- Clients
- 138
- Regulatory AUM
- $61,722,824,095
- Share
- 36.1%
- Avg. per client
- $447.3M
- Clients
- 8
- Regulatory AUM
- $686,461,276
- Share
- 0.4%
- Avg. per client
- $85.8M
- Clients
- 11
- Regulatory AUM
- $2,320,632,765
- Share
- 1.4%
- Avg. per client
- $211.0M
- Clients
- 7
- Regulatory AUM
- $26,194,398,778
- Share
- 15.3%
- Avg. per client
- $3.74B
- Clients
- 170
- Regulatory AUM
- $19,931,900,553
- Share
- 11.6%
- Avg. per client
- $117.2M
- Clients
- Not reported
- Regulatory AUM
- $2,552,477,576
- Share
- 1.5%
- Avg. per client
- —
- Clients
- 176
- Regulatory AUM
- $18,550,569,371
- Share
- 10.8%
- Avg. per client
- $105.4M
Total
- Clients
- 1,876
- Regulatory AUM
- $171,094,347,633
- Share
- 100%
- Avg. per client
- $91.2M
What it does
Insight North America provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Insight North America provided financial planning to 0 clients last fiscal year and advises no private funds.
95.0% of assets ($162.57B across 1,812 accounts) are managed with discretion; $8.53B across 67 accounts are not. $260.2M sits in a wrap fee program the firm both sponsors and manages. 3% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 106%. The values below are shown as filed.
- Exchange-traded equity securities
- 1%
- Non-exchange-traded equity securities
- 3%
- U.S. government/agency bonds
- 15%
- U.S. state and local bonds
- 18%
- Investment grade corporate bonds
- 27%
- Non-investment grade corporate bonds
- 7%
- Derivatives
- 6%
- Cash and cash equivalents
- 2%
- Other (Other Includes Abs, CMBS, Cdo, Clo, Other Securitized Securities - in Addition, Total Gross Notional Derivatives Exposures for Both Periods As A Percentage of Aum Was 27% (see Miscellaneous))
- 27%
Custodians
Insight North America’s client accounts are held mainly at The Bank of New York Mellon, with 28% of managed assets, and Northern Trust, with 13%. Insight North America has custody of $18.12B for 33 clients.
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $48.51B28%
- Northern TrustNorthern Trust · Chicago, IL · $22.04B13%
- All other custodians$100.54B59%
Ownership and leadership
Mellon Global Investing Corporation owns 75% or more of Insight North America, and David Leduc is its CEO.
- Owns 75% or more of Insight North America LLC
Mellon Global Investing Corporation
Control person · since September 2004
- Owns 75% or more of Mellon Global Investing Corporation
MBC Investments Corporation
Control person · since August 1992
- Owns 75% or more of MBC Investments Corporation
BNY Mellon Ihc, LLC
Control person · since December 2016
- Owns 75% or more of BNY Mellon Ihc, LLC
The Bank of New York Mellon Corporation
Control person · since July 2007
Leadership
- David LeducChief Executive Officer
- James ParsonsChief Operating Officer
- Daniel HaffChief Compliance Officer
- Kimberly Mackenzie-PermanMember
- Brendan MurphyHead of Fixed Income
- Vivek NayarGeneral Counsel
- Michele SaraceniHead of Finance
- Raman SrivastavaManager
- Mark StancombeManager
Staff
- 238 employees
- 112 in advisory functions
- 25 broker-dealer reps
- 1 soliciting firm
Fees
Insight North America is paid through a percentage of assets under management and performance-based fees.
Insight North America’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Insight North America has 3 offices, with 4 listed addresses across 4 states.
California · 1 listed address
- 101 Second Street, San Francisco
Colorado · 1 listed address
- 100 ST Paul Street, Denver
Massachusetts · 1 listed address
- One Boston Place, Boston
New York · 1 listed address
- 200 Park Avenue, 7th Floor, New YorkHQ
Registration details
- Legal name
- Insight North America LLC
- Headquarters
- 200 Park Avenue, 7th Floor, New York, NY 10166-0005
- Phone
- 212-527-1800
- Website
- Not reported
- SEC file
- 801-69964
- Structure
- New York LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Insight North America have?
Insight North America has 1,876 clients and manages $171.1 billion for them, as of June 2026. They include 1,238 high-net-worth individuals, 176 corporations and other businesses and 170 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026
What services does Insight North America offer?
Insight North America provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Insight North America use?
Insight North America’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $48,508,889,645 and Northern Trust (Chicago, IL), with $22,042,550,352. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026
How many financial advisors does Insight North America have?
Insight North America has 0 investment adviser representatives registered with state securities authorities, out of 238 employees, and 112 perform investment advisory functions. 25 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Insight North America invest in?
At the end of its last fiscal year, Insight North America’s separately managed accounts held 27% investment grade corporate bonds, 27% other includes abs, cmbs, cdo, clo, other securitized securities - in addition, total gross notional derivatives exposures for both periods as a percentage of aum was 27% (see miscellaneous), 18% state and local bonds, 15% U.S. government and agency bonds, 7% high-yield corporate bonds, 6% derivatives, 3% non-exchange-traded equities, 2% cash and equivalents and 1% exchange-traded equities. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Insight North America?
Insight North America is owned through a chain of holding companies by the Bank of New York Mellon Corporation. Its direct owner is Mellon Global Investing Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 June 2026
How does Insight North America get paid?
Insight North America 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