9AT: INSIGHT INVESTMENT COUNSEL

Adviser Profile

As of Date	03/04/2026
Registration	SEC, Approved, 06/21/2021
Other registrations (2)	California, Terminated, 07/24/2021 Texas, Terminated, 06/24/2021
ADV Location	EL SEGUNDO, CA, United States
Contact Info	310 xxxxxxx
Websites

AUM^*	245,734,467 80%
of that, discretionary	241,959,725 77%
Number of Employees	5 25%
of those in investment advisory functions	2 -33%
Private Fund GAV^*	0
Avg Account Size	1,077,783 -24%
% High Net Worth	64.13% -11%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MAYPORT WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM694.9m	#Funds-
Adviser CUSTOS FAMILY OFFICE LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM346.6m	#Funds-
Adviser IKE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM257.4m	#Funds-
Adviser WEALTH ARCHITECTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.4b	#Funds-
Adviser RUNNING POINT CAPITAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM745.6m	#Funds-
Adviser SIGNATUREFD, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund279.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV279.2m	AUM9.7b	#Funds2
Adviser CHESLEY, TAFT & ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.0b	#Funds-
Adviser MARRICK WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM215.6m	#Funds-
Adviser DRUM HILL CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM194.3m	#Funds-
Adviser MGB WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM421.9m	#Funds-

Brochure Summary

Overview

Insight Inv LLC, conducting business as Insight Investment Counsel, is a registered investment adviser with the SEC with its principal place of business located in El Segundo, CA. Insight Investment Counsel began conducting business in 2014. Russell Kartub, Managing Member, is the firm's principal shareholder. Insight Investment Counsel offers the following advisory services to our clients:
• Individual Portfolio Management Individual Portfolio Management Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our information-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. Regular and continuous account supervision on a discretionary and non-discretionary basis is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable

restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding exchange-listed securities, securities traded over- the-counter, foreign issuers, warrants, corporate debt securities (other than commercial paper), commercial paper, certificates of deposit, municipal securities, variable life insurance, variable annuities, mutual fund shares, United States governmental securities, options contracts on securities, interests in partnerships investing in real estate, and interests in partnerships investing in oil and gas interests. Because some types of investments involve certain additional degrees of risk, they will only be implemented or recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. Once the appropriate portfolio has been structured, we review the portfolio at least quarterly and if necessary, rebalance the portfolio based upon the client’s individual needs, stated goals, and objectives. Amount of Managed Assets As of December 31, 2022, Insight Investment Counsel manages $123,227,683 in discretionary and $7,821,414 in non-discretionary client assets under management.

INSIGHT INVESTMENT COUNSEL

INSIGHT INVESTMENT COUNSEL

INSIGHT INV LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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INSIGHT INVESTMENT COUNSEL INSIGHT INVESTMENT COUNSEL INSIGHT INV LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

INSIGHT INVESTMENT COUNSEL

INSIGHT INVESTMENT COUNSEL

INSIGHT INV LLC