{"url":"https://nivawealth.com/firms/insight-venture-management-142994","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/142994","regulatoryAum":92178934483,"crd":"142994","secFileNumber":"801-67560","legalName":"Insight Venture Management, LLC","displayName":"Insight Venture Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/21064/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1114 Avenue of the Americas, 36th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10036"},"tradeNames":["Insight Partners"],"registration":{"secApproved":"8 February 2007","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":438,"advisory":147,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":92178934483,"discretionaryAccounts":181,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":51,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":181,"regulatoryAum":92178934483}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Insight Venture Management has custody of $92.18B for 181 clients.","otherCustodians":[],"leadership":[{"name":"Jonathan Grossman","title":"Chief Financial Officer; Managing Director","crd":"8236738"},{"name":"Stuart Mayer","title":"Chief Financial Officer Fund Accounting; Managing Director","crd":"8236735"},{"name":"Ian Sandler","title":"Managing Director; Chief Operating Officer","crd":"4727363"},{"name":"John Weinstein","title":"Managing Director, General Counsel, Chief Compliance Officer","crd":"6598532"},{"name":"Jeffrey Horing","title":"Managing Director","crd":"1618730"},{"name":"Jeffrey Lieberman","title":"Managing Director","crd":"5283433"},{"name":"Deven Parekh","title":"Managing Director","crd":"2169873"},{"name":"Thomas Triplett","title":"Managing Director","crd":"2447425"}],"ownership":[{"label":"Insight Falcon Partners (a), L.P.","detail":"Member in the 75% or more ownership band and a control person, since January 2025."},{"label":"Jeffrey Horing","detail":"Indirect owner: a owner; managing member of Insight Holdings Group, LLC in the 25% to 50% band and a control person, since January 2002.","parent":"Insight Holdings Group, LLC"},{"label":"Deven Parekh","detail":"Indirect owner: owner, managing member of Insight Holdings Group, LLC and a control person, since January 2002.","parent":"Insight Holdings Group, LLC"},{"label":"Thomas Triplett","detail":"Indirect owner: owner, managing member of Insight Holdings Group, LLC and a control person, since October 2014.","parent":"Insight Holdings Group, LLC"},{"label":"Jeffrey Lieberman","detail":"Indirect owner: owner; managing member of Insight Holdings Group, LLC and a control person, since October 2014.","parent":"Insight Holdings Group, LLC"},{"label":"Insight Falcon Associates, LTD.","detail":"Indirect owner: general partner of Insight Falcon Partners (a), L.P. and a control person, since October 2024.","parent":"Insight Falcon Partners (a), L.P."},{"label":"Insight Holdings Group, LLC","detail":"Indirect owner: a limited partner of Insight Falcon Partners (a), L.P. in the 75% or more band and a control person, since January 2025.","parent":"Insight Falcon Partners (a), L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"250 California Drive","city":"Burlingame"}]},{"state":"New York","offices":1,"addresses":[{"street":"1114 Avenue of the Americas, 36th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-230-9200","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":180},"sources":{"adv1FilingDate":"9 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/142994/PDF/142994.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Insight Venture Management have?","answer":"Insight Venture Management has 181 clients and manages $92.2 billion for them, as of September 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Insight Venture Management offer?","answer":"Insight Venture 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 Venture Management have?","answer":"Insight Venture Management has 0 investment adviser representatives registered with state securities authorities, out of 438 employees, and 147 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 Venture Management?","answer":"Insight Venture Management is owned through a chain of holding companies by Jeffrey Horing. Its direct owner is Insight Falcon Partners (a), L.P. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Insight Venture Management get paid?","answer":"Insight Venture 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"}}],"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 Wealth 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."}