RIA · CRD 168324SEC-Registered

Updated:

INSIGHT INVESTMENT RESEARCH

Insight Investment Research is an SEC-registered investment adviser since 2013. The firm has 3 employees and 2 investment advisers. It operates with a small...

INSIGHT INVESTMENT RESEARCH

Insight Investment Research is an SEC-registered investment adviser since 2013. The firm has 3 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

RIA

Year founded

2004

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Muhammad Laghari

CEO, Founder & CIO

Robert D'Aleo

Managing Director

Frederick R. Kobrick

Senior Advisor

Sector focus

FinTechDigital HealthEnterprise SoftwareAI/MLClimateTechIndustrial TechRobotics & AutomationPrivate CreditReal Estate

Frequently asked questions

Who runs investment decisions at Insight Investment Research?

Muhammad Laghari serves as CEO, Founder & CIO, overseeing all investment decisions and strategic direction. Robert D'Aleo is Managing Director, and Frederick R. Kobrick acts as Senior Advisor.

How does Insight Investment Research source proprietary deal flow?

The firm generates deal flow through its network of family offices, institutional investors, and industry contacts. Its analysts screen over 1,000 opportunities annually, focusing on venture capital, growth equity, private credit, and real estate.

What investment stages does Insight Investment Research typically target?

The firm covers venture capital, growth equity, private credit, and real estate. It does not publicly disclose a specific stage preference but operates across early-stage and growth-stage opportunities.

Does Insight Investment Research participate in fund commitments or only direct deals?

The firm structures co-investments alongside external private equity and venture capital funds, as well as direct deals. Its model involves allocating capital from its network of family office clients into opportunities sourced externally.

Which sectors does Insight Investment Research focus on?

Based on its research coverage, the firm focuses on fintech, enterprise software, AI/ML, digital health, climate tech, industrial tech, robotics and automation, private credit, and real estate. It does not publicly disclose avoided sectors.

Where does the underlying wealth come from for Insight Investment Research?

Insight Investment Research serves family offices and high-net-worth individuals, but the specific wealth origins of its clients are not publicly disclosed. The firm operates as an outsourced investment office rather than a single-family office.

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