Foresters Investment Management Company Inc

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Assets, Funds, Holdings

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Foresters Investment Management Company Inc
CRD #1844
SEC #801-7885
CIK #0000728079
AUM
Employees 67 (43% Investors, 16% Brokers)
Phone212-858-8000
Address40 Wall Street
New York, NY 10005-1343
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
2016128401999200720152024
Sector Form 13F Holdings Value ($B)
J P Morgan Chase & Co 0.1
Verizon Communications Inc 0.1
Microsoft Corp 0.1
Bank of America Corp /DE/ 0.1
Ace Ltd 0.1
Comcast Corp 0.1
Chevron Corp 0.1
Procter & Gamble Co 0.1
Merck & Co Inc 0.1
Medtronic Holdings Ltd 0.1
View All
Holdings by Sector ($B)
7.56.04.53.01.50.02012201420172020
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 36 11.5
(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 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 2 3.9
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 2 0.0
Total 40 15.4
By Discretionary
Discretionary 40 15.4
Non-Discretionary 0 0.0
Total 40 15.4
By Non-United States Persons
Non-United States Persons 2.9
United States Persons 12.6
Total 40 15.4
EDGAR Form CIK 2011 - 2025
13F-HR [0000728079]
SC 13G [0000728079]
Form 13D/13G Filer Form 13D/13G Subject Filed
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