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Foresight Global Investors Inc
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CRD # | 281818 |
SEC # | 801-106799 |
CIK # | 0001973323 |
AUM | $957.2 MM (2024-08-01) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 914-253-8809 |
Address | 2900 Westchester Ave Purchase, NY 10577 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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SAP | 112,614.4 | 24.1 | |
SONY | 102,847.3 | 23.0 | |
CNI | 76,730.1 | 18.3 | |
NVS | 186,234.5 | 18.2 | |
SDRL | 18.1 | ||
HDB | 102,098.4 | 15.7 | |
NVO | 245,328.6 | 14.5 | |
BP | 93,834.6 | 11.1 | |
TS | 15,842.8 | 10.7 | |
TECK | 17,922.2 | 10.6 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 9 | 18.2 |
(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 | 13 | 939.0 |
(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 | 22 | 957.2 |
By Discretionary | ||
Discretionary | 22 | 957.2 |
Non-Discretionary | 0 | 0.0 |
Total | 22 | 957.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 957.2 | |
Total | 22 | 957.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001973323] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Nippon Value Investors KK
✚
|
1.0 | |
Findec Wealth Services Inc
✚
|
CA | 1.0 |
Financial Council LLC
✚
|
MD | 1.0 |
Roble Belko and Company Inc
✚
|
PA | 1.0 |
Evolution Wealth Advisors LLC
✚
|
FL | 1.0 |
SFAM LLC
✚
|
IL | 1.0 |
Resources Management Corp
✚
|
CT | 1.0 |
Signet Financial Management LLC
✚
|
NJ | 0.9 |
Grace & White Inc
✚
|
NY | 0.9 |
AB2 Capital Partners LLC
✚
|
FL | 0.9 |