DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Insight Venture Partners
Legal name Insight Venture Management, LLC
Latest filing Sep 9, 2026
First filing on the tape Mar 30, 2012 · 33 filings
SEC status approved since Feb 8, 2007
RAUM
$92B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
438
147 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$92B as of Mar 31, 2026
Mar 30, 2012$5.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)438 as of Mar 31, 2026
Mar 28, 201354 then
Private funds180 as of Mar 31, 2026
Mar 30, 201219 then
RAUM -1.9% over the last fiscal year+5.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $509MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $92B, 181 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$92B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 181reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $92B for 181 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
138 reported on Schedule D 7.B.(1)
All funds of Insight Venture Partners
Owners and control persons
Schedule A and B, latest filing
- Jeffrey Horing · Managing Directorcontrolsince 08/2000 · owns less than 5%
- Raymond Mark Lessing · Chief Financial Officer; Managing Directorcontrolsince 01/2008 · owns less than 5%
- [Nmn] Jeffrey Lieberman · Managing Directorcontrolsince 12/2005 · owns less than 5%
- Jawahar Deven Parekh · Managing Directorcontrolsince 08/2000 · owns less than 5%
- Nicholas Andrew Prodromos · Chief Compliance Officer; Managing Directorcontrolsince 01/2024 · owns less than 5%
- Jeremy Ian Sandler · Managing Director; Chief Operating Officercontrolsince 09/2016 · owns less than 5%
- Taylor Lee Thompson · Co-General Counselcontrolsince 01/2024 · owns less than 5%
- Michael Thomas Triplett · Managing Directorcontrolsince 12/2005 · owns less than 5%
- Bernard John Weinstein · Co-General Counselcontrolsince 01/2024 · owns less than 5%
- Jeffrey Horing · Owner; Managing Membercontrolsince 01/2002 · owns 25% to 50% of Insight Holdings Group, LLC
- [Nmn] Jeffrey Lieberman · Owner; Managing Membercontrolsince 10/2014 · owns F of Insight Holdings Group, LLC
- Jawahar Deven Parekh · Owner, Managing Membercontrolsince 01/2002 · owns F of Insight Holdings Group, LLC
- Michael Thomas Triplett · Owner, Managing Membercontrolsince 10/2014 · owns F of Insight Holdings Group, LLC
Entity owners
- Insight Holdings Group, LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Albatross Co-Invest Gp, LLCbankpooled vehicle sponsorn
- Empire Co-Invest Gp, LLCbankpooled vehicle sponsorn
- Empire Co-Invest II Gp, LLCbankpooled vehicle sponsorn
- Falcon Co-Invest Gp, LLCbankpooled vehicle sponsorn
- Grandval Gp, LLCbankpooled vehicle sponsorn
- Grandval II Gp, LLCbankpooled vehicle sponsorn
- Honeydew Co-Invest Gp, LLCbankpooled vehicle sponsorn
- Insight Associates (Eu) Xi, Sarlbankpooled vehicle sponsorn
- Insight Associates (Eu) Xii Buyout Annex, Sarlbankpooled vehicle sponsorn
- Insight Associates (Eu) Xii, Sarlbankpooled vehicle sponsorn
- Insight Associates (Eu) Xiii Growth Buyout Fund, Sarlbankpooled vehicle sponsorn
- Insight Associates (Eu) Xiii, Sarlbankpooled vehicle sponsorn
- Insight Associates Continuation II, L.P.bankpooled vehicle sponsorn
- Insight Associates Continuation, L.P.bankpooled vehicle sponsorn
- Insight Associates Fund X Follow-On Fund, L.P.bankpooled vehicle sponsorn
- Insight Associates Fund Xi Follow-On Fund, L.P.bankpooled vehicle sponsorn
- Insight Associates Opportunities I, L.P.bankpooled vehicle sponsorn
- Insight Associates Opportunities II, L.Pbankpooled vehicle sponsorn
- Insight Associates Xi, L.P.bankpooled vehicle sponsorn
- Insight Associates Xii Buyout Annex, L.P.bankpooled vehicle sponsorn
- Insight Associates Xii, L.P.bankpooled vehicle sponsorn
- Insight Associates Xiii Growth Buyout Fund, L.P.bankpooled vehicle sponsorn
- Insight Associates Xiii, L.P.bankpooled vehicle sponsorn
- Insight Micro-Coinvest (Ciso) Gp, LLCbankpooled vehicle sponsorn
- Insight Partners Public Equities Gp, LLCbankpooled vehicle sponsorn
- Insight Venture Associates Coinvestment II, L.P.bankpooled vehicle sponsorn
- Insight Venture Associates Coinvestment III, L.P.bankpooled vehicle sponsorn
- Insight Venture Associates Growth-Buyout Coinvestment, L.P.bankpooled vehicle sponsorn
- Insight Venture Associates Ix, L.P.bankpooled vehicle sponsorn
- Insight Venture Associates Vii, L.P.pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Burlingame, CA6 employees
- Tel Aviv, Israel3 employees
- London, United Kingdom1 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 31, 2026 to Sep 9, 2026
- Private funds · 180 to unsetMar 31, 2026 to Sep 9, 2026
- Succession · false to unsetMar 31, 2026 to Sep 9, 2026
- Accounts · 176 to 181Apr 7, 2025 to Mar 31, 2026
- Advisory employees · 157 to 147Apr 7, 2025 to Mar 31, 2026
- Pooled vehicle clients · 176 to 181Apr 7, 2025 to Mar 31, 2026
- Assets in custody · $94B to $92BApr 7, 2025 to Mar 31, 2026
- Employees · 485 to 438Apr 7, 2025 to Mar 31, 2026
- Private funds · 176 to 180Apr 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $94B to $92BApr 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $94B to $92BApr 7, 2025 to Mar 31, 2026
- RAUM · $94B to $92BApr 7, 2025 to Mar 31, 2026
- Accounts · 114 to 176Feb 24, 2025 to Apr 7, 2025
- Advisory employees · 151 to 157Feb 24, 2025 to Apr 7, 2025
- Pooled vehicle clients · 114 to 176Feb 24, 2025 to Apr 7, 2025
- Assets in custody · $89B to $94BFeb 24, 2025 to Apr 7, 2025
- Employees · 501 to 485Feb 24, 2025 to Apr 7, 2025
- Financial planning clients · unset to Feb 24, 2025 to Apr 7, 2025
- Private funds · 115 to 176Feb 24, 2025 to Apr 7, 2025
- Discretionary RAUM · $89B to $94BFeb 24, 2025 to Apr 7, 2025
- Pooled vehicle RAUM · $89B to $94BFeb 24, 2025 to Apr 7, 2025
- RAUM · $89B to $94BFeb 24, 2025 to Apr 7, 2025
- Private funds · 114 to 115Oct 11, 2024 to Feb 24, 2025
- Accounts · 113 to 114Jul 10, 2023 to Mar 28, 2024
- Advisory employees · 150 to 151Jul 10, 2023 to Mar 28, 2024
- Pooled vehicle clients · 113 to 114Jul 10, 2023 to Mar 28, 2024
- Assets in custody · $79B to $89BJul 10, 2023 to Mar 28, 2024
- Employees · 499 to 501Jul 10, 2023 to Mar 28, 2024
- Other offices · 4 to 3Jul 10, 2023 to Mar 28, 2024
- Private funds · 113 to 114Jul 10, 2023 to Mar 28, 2024
- Discretionary RAUM · $79B to $89BJul 10, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $79B to $89BJul 10, 2023 to Mar 28, 2024
- RAUM · $79B to $89BJul 10, 2023 to Mar 28, 2024
- Accounts · 64 to 113Mar 25, 2022 to Mar 31, 2023
- Advisory employees · 108 to 150Mar 25, 2022 to Mar 31, 2023
- Pooled vehicle clients · 64 to 113Mar 25, 2022 to Mar 31, 2023
- Assets in custody · $97B to $79BMar 25, 2022 to Mar 31, 2023
- Employees · 326 to 499Mar 25, 2022 to Mar 31, 2023
- Private funds · 64 to 113Mar 25, 2022 to Mar 31, 2023
- Discretionary RAUM · $97B to $79BMar 25, 2022 to Mar 31, 2023
Signals
7 dated events
- Marc Blair Flicker (General Counsel; Managing Director) no longer on Schedule A of Insight Venture Partners (listed 2023-07-10, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Bernard John Weinstein (Co-General Counsel) appeared on Schedule A of Insight Venture PartnersMar 28, 2024 · Control person joined · fact
- Taylor Lee Thompson (Co-General Counsel) appeared on Schedule A of Insight Venture PartnersMar 28, 2024 · Control person joined · fact
- Insight Venture Partners reported RAUM $97.4B, up 88% from $51.7B (2021-05-07 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- Insight Venture Partners reported RAUM $51.7B, up 64% from $31.6B (2020-03-31 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Brian Peter Sobiloff (Managing Director) no longer on Schedule A of Insight Venture Partners (listed 2020-03-31, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Insight Venture Partners reported RAUM $20.4B, up 55% from $13.1B (2017-03-29 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Insight Venture Partners · Independent Sponsorsshared crd · capital_provider
- Insight Venture Partners · Private Equityshared crd · organization
- Insight Venture Partners · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/21064reportedpublic record, Form ADV, Sep 17, 2026
- Website
- INSIGHTPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-230-9200reportedpublic record, Form ADV, Sep 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026