Foresight Global Investors, Inc.

RIASEC RegisteredEst. 2015

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 a corporate SEC-registered investment adviser that began registration in 2015 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors and charges fees based on a percentage of assets under management. Its advisory services cover discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and separate account management for business or institutional clients. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.