Foresight Group LLP

RIASEC RegisteredEst. 2021
Total AUM
$8.5B
Discretionary
$6.6B
78% of AUM
Avg account
$202M
Accounts
42
Employees
349
Advisory reps
1

Firm details

Headquarters
London,
CRD number
311974
Registered since
May 6, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.46%
  • Corporations / Businesses4.12%
  • Pension & Profit Sharing Plans2.91%
  • Investment Companies0.51%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foresight Group LLP is an SEC‑registered limited liability partnership that serves institutional clients through portfolio management for investment companies, pooled investment vehicles and businesses or institutions. The firm shows a clear tilt toward privately negotiated and illiquid instruments: its most‑used asset class is non‑exchange traded equities and it reports active ESG integration across its investment processes. Fee arrangements include both percentage‑of‑AUM and performance‑based structures, consistent with a mix of separately managed accounts and sponsored pooled vehicles. As an allocator and sponsor, Foresight acts as an adviser to pooled vehicles and can serve as sponsor, general partner or managing member of those vehicles. That structure supports the firm’s emphasis on alternative strategies and longer‑duration holdings, while also allowing it to run mandates that require discretionary portfolio management for institutional balance sheets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jonathan Parsons

    Chief Risk OfficerCRD 8058087

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
The Shard
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth