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Adviser Profile

As of Date 05/17/2024
Adviser Type - Large advisory firm
Number of Employees 24 -11.11%
of those in investment advisory functions 18 -14.29%
Registration SEC, Approved, 3/30/2012
AUM* 1,147,543,811 8.13%
of that, discretionary 1,147,543,811 8.13%
Private Fund GAV* 1,738,167,563 63.78%
Avg Account Size 67,502,577 -10.95%
SMA’s No
Private Funds 17 3
Contact Info 817 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 970M 728M 485M 243M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count17 GAV$1,738,167,563

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Brochure Summary

Overview

Insight Equity is an independent private equity firm founded in 2002 and is ultimately managed and controlled by Ted W. Beneski (the “Managing Partner”). Insight Equity Management Company LLC (the “Managing Agent”) is a Texas limited liability company formed in 2005 to centralize the investment management functions of Insight Equity. The Managing Agent serves as an investment manager and manages private equity collective investment vehicles. Insight Equity currently manages (a) five private equity funds (together with their respective parallel funds, special purpose, alternate investment or subsidiary investment vehicles, the “Equity Funds”); (b) a mezzanine fund that invests in mezzanine and other securities issued by companies in which one of the Equity Funds has an investment (together with its parallel funds, special purpose, alternate investment or subsidiary investment vehicles, the “Mezzanine Fund”); and (c) one special purpose single investment private equity investment partnership formed for the Managing Partner and others prior to the formation of the Equity Funds and the Mezzanine Fund (together with related investment vehicles, the “Pre-Fund Investments,” and together with the Equity Funds and the Mezzanine Fund, the “Funds”). Typically, each Fund includes a special purpose general partner, managing member or similar entity controlled directly or indirectly by Insight Equity (each, a “General Partner”). Unless and only to the extent that the context otherwise requires, references to Insight Equity include the General Partners. The Equity Funds and Mezzanine Fund were organized to invest in strategically viable, underperforming, asset intensive, middle-market companies that are primarily based in North America. As of December 31, 2023, Insight Equity managed on a discretionary basis $1,198,424,157 of regulatory assets under management on behalf of the Funds. The investment activities of the Funds and
overall direction of Insight Equity are ultimately directed by the Managing Partner. In addition to the Managing Partner, Insight Equity has a senior management team and other investment professionals who have multi-disciplinary backgrounds (collectively, the “Insight Equity Team”). Insight Equity will source and evaluate investment opportunities; formulate the Funds’ investment plans to create value; structure, negotiate and direct the debt and equity financing thereof; monitor and manage the investments and portfolio companies (in collaboration with portfolio company management); strategize and execute divestiture opportunities for portfolio companies; and generally oversee the Funds’ assets in accordance with the terms of its advisory or management agreements, confidential offering and/or private placement memoranda, limited partnership agreement and other governing documents applicable to each Fund (the “Governing Documents”). Investment advice and management is provided directly to the Funds and not individually to the limited partners of or investors in the Funds (the “Investors” or “Limited Partners”). Investors may not restrict investments by the Funds in any capacity. All existing investment restrictions are described in the Governing Documents. Investors should review the Governing Documents for additional information regarding the Funds in which they have invested. Limited partnership interests, membership interests and similar equity interests in the Funds are not registered under the Securities Act of 1933, as amended (the “Securities Act”), and the Funds are not registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”). Accordingly, interests in the Funds have been offered and sold exclusively to investors satisfying the applicable eligibility and suitability requirements, either in private transactions within the United States or in offshore transactions.