AUMdb

Insight Equity Management Company Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 157092 · SEC file 801-73657 · Southlake, TX · WWW.INSIGHTEQUITY.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$886M
Discretionary
$886M
Clients
18
Avg AUM / client
$49.2M
Accounts
18
Employees
21

AUM over time

$886M $1.7B
Feb 14, 2012 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 18 $886M 100.0%

Private funds (17)

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Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.7B combined gross assets

FundTypeDomicileGross assetsOwners
Insight Equity Iii Lp Private Equity Fund Delaware $899M 21
Insight Equity Iii (Te) Lp Private Equity Fund Delaware $273M 13
Insight Equity Ii Lp Private Equity Fund Delaware $133M 23
Insight Equity Iii (Ac) Lp Private Equity Fund Delaware $106M 29
Insight Equity Iii (Ac) X Lp Private Equity Fund Delaware $106M 2
Clearly Clean Investment Fund Lp Private Equity Fund Delaware $85.0M 2
Insight Equity (Te) Ii Lp Private Equity Fund Delaware $28.4M 8
Insight Equity (Bridge) Iv Lp Private Equity Fund Delaware $28.0M 3
Insight Equity Ac (Bridge) Iv Lp Private Equity Fund Delaware $22.9M 28
Insight Equity Mezzanine I Lp Private Equity Fund Delaware $19.5M 13
Insight Equity (Ac) Ii Lp Private Equity Fund Delaware $13.0M 34
Insight Equity I Lp Private Equity Fund Delaware $11.4M 18
Insight Equity Mezzanine (Te) I Lp Private Equity Fund Delaware $5.2M 6
Insight Equity (Tax Exempt) I Lp Private Equity Fund Delaware $4.8M 14
Insight Equity Mezzanine (Ac) I Lp Private Equity Fund Delaware $1.9M 36

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Ted, William, Beneski Member May 2002 (24y) ≈ 56.25% – 100% via Insight Equity Holdings Llc
Slaton, Kevin, Michael Cfo &Cco Jan 2011 (16y) Less than 5%
Bonham, Warren, B. Partner Feb 2012 (15y) Less than 5%
Jones, Peter, Maxwell Partner Jan 2018 (9y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Insight Equity Holdings Llc Member Feb 2009 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Ted, William, Beneski: 75% – 100% of Insight Equity Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (17, $1.7B gross assets)

FundTypeGross assetsMin. investmentOwners
Insight Equity Iii Lp Private Equity Fund $899M $10.0M 21
Insight Equity Iii (Te) Lp Private Equity Fund $273M $10.0M 13
Insight Equity Ii Lp Private Equity Fund $133M $10.0M 23
Insight Equity Iii (Ac) Lp Private Equity Fund $106M $10.0M 29
Insight Equity Iii (Ac) X Lp Private Equity Fund $106M $10.0M 2
Clearly Clean Investment Fund Lp Private Equity Fund $85.0M $0 2
Insight Equity (Te) Ii Lp Private Equity Fund $28.4M $10.0M 8
Insight Equity (Bridge) Iv Lp Private Equity Fund $28.0M $0 3
Insight Equity Ac (Bridge) Iv Lp Private Equity Fund $22.9M $0 28
Insight Equity Mezzanine I Lp Private Equity Fund $19.5M $5.0M 13
Insight Equity (Ac) Ii Lp Private Equity Fund $13.0M $10.0M 34
Insight Equity I Lp Private Equity Fund $11.4M $5.0M 18
Insight Equity Mezzanine (Te) I Lp Private Equity Fund $5.2M $5.0M 6
Insight Equity (Tax Exempt) I Lp Private Equity Fund $4.8M $5.0M 14
Insight Equity Mezzanine (Ac) I Lp Private Equity Fund $1.9M $5.0M 36
Insight Equity (Cayman) I Lp Private Equity Fund $1.2M $5.0M 4
Insight Equity (Affiliated Coinvestors) I Lp Private Equity Fund $1.0M $5.0M 20

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 4.47 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗