Foresight Group LLP

RIASEC Registered
Total AUM
$10.1B
Discretionary
$8.3B
83% of AUM
Avg account
$234M
Accounts
43
Employees
347
Advisory reps
1

Firm details

Headquarters
London,
CRD number
311974
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.55%
  • Pension & Profit Sharing Plans2.55%
  • Corporations / Businesses2.42%
  • Investment Companies0.49%

Firm profile

FINTRX

Overview

Foresight Group LLP is an institutional registered investment adviser that serves primarily institutional clients. The firm charges fees based on a percentage of assets under management and may also receive performance-based compensation. It identifies as an active ESG investor and engages in commodity-related activities through CPO/CTA roles. Organizationally it is owned by a mix of a foreign entity and an individual and participates as sponsor/GP or managing member of pooled investment vehicles while also acting as an adviser to other investment entities.

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