Foresight Global Investors, Inc.

RIASEC Registered

Total AUM

$955M

Discretionary

$955M

100% of AUM

Avg account

$56.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Purchase, New York
CRD number: 281818
Registered since: October 23, 2015
Website: foresightgi.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: State / Municipal Government97.94%
HNWI2.06%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foresight Global Investors, Inc. is an institutional registered investment adviser that registered with the SEC in 2015. The firm is organized as a corporation with individual ownership and serves both high‑net‑worth individuals and institutional clients. Its advisory fees are charged as a percentage of assets under management. The firm provides discretionary portfolio management across a mix of account types, including individual and small business portfolios, pooled investment vehicles, and portfolios for businesses or institutions. It does not self‑identify as an active ESG investor.