Foresight Global Investors Inc

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Assets, Funds, Holdings

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Foresight Global Investors Inc
CRD #281818
SEC #801-106799
CIK #0001973323
AUM $906.5 M (2025-03-31)
Employees 6 (50% Investors, 0% Brokers)
Phone914-253-8809
Address2900 Westchester Ave
Purchase, NY 10577
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
100080060040020002011201620212026
Sector Form 13F Holdings Value ($M)
Sony Corp 21.1
Novartis AG 20.0
STMicroelectronics NV 18.5
Novo Nordisk A S 16.7
Canadian National Railway Co 16.1
SAP SE 14.1
Royal Dutch Shell PLC 11.9
Seadrill Ltd 7.8
Ambev Sa 7.4
HDFC Bank Ltd 5.1
View All
Holdings by Sector ($M)
2502001501005002023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 8 17.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 12 889.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 20 906.5
By Discretionary
Discretionary 20 906.5
Non-Discretionary 0 0.0
Total 20 906.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 906.5
Total 20 906.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001973323]
Comparable Firms State AUM ($B)
Capital Advisors Wealth Management LLC
WA 0.9
Bearing Point Capital LLC
MN 0.9
COFG Advisors LLC
IL 0.9
Sevenoneseven Capital Management Ltd
PA 0.9
Faithward Advisors LLC
PA 0.9
Alpha Omega Wealth Management LLC
VA 0.9
Dock Street Asset Management Inc
FL 0.9
AIRE Advisors LLC
CA 0.9
PKS Advisory Services LLC
NY 0.9
Elk River Wealth Management LLC
CO 0.9
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