|
⚲
|
| Keyboard |
| Foresight Global Investors Inc
✚
|
|
|---|---|
| CRD # | 281818 |
| SEC # | 801-106799 |
| CIK # | 0001973323 |
| AUM | 955.2 M (2026-03-23) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 914-253-8809 |
| Address | 2900 Westchester Ave Purchase, NY 10577 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Astrazeneca PLC | 28.7 | ||
| Novartis AG | 26.3 | ||
| HSBC Holdings PLC | 17.4 | ||
| Novo Nordisk A S | 13.1 | ||
| Rio Tinto PLC | 12.5 | ||
| STMicroelectronics NV | 10.3 | ||
| Royal Dutch Shell PLC | 9.0 | ||
| SAP SE | 8.7 | ||
| Sony Corp | 8.4 | ||
| Seadrill Ltd | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 19.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 10 | 935.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 955.2 |
| By Discretionary | ||
| Discretionary | 17 | 955.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 955.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 955.2 | |
| Total | 17 | 955.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973323] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 984500005E07C7078926 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Maridea Wealth Management LLC
✚
|
NY | 958.7 M |
|
Leonard Rickey Investment Advisors PLLC
✚
|
WA | 958.1 M |
|
Cortland Associates Inc
✚
|
MO | 958.0 M |
|
Pioneer Family Office LLC
✚
|
FL | 956.8 M |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 956.4 M |
|
Focus Investment Advisors Inc
✚
|
CA | 956.2 M |
|
Tarbox Family Office Inc
✚
|
CA | 953.7 M |
|
Slow Capital Inc
✚
|
CA | 953.3 M |
|
Builder Investment Group Inc
✚
|
GA | 952.5 M |
|
Legacy Financial Strategies LLC
✚
|
KS | 952.0 M |