AdvisorCensus / Financial advisors / New York / New York / Foresight Global Investors, Inc.
Foresight Global Investors, Inc. is an SEC-registered investment advisory firm in Purchase, NY, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Foresight Global Investors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Foresight Global Investors, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Foresight Global Investors, Inc. located?
Foresight Global Investors, Inc.'s principal office is in Purchase, NY, according to its Form ADV.
Is Foresight Global Investors, Inc. registered with the SEC or a state?
Foresight Global Investors, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281818.
How much does Foresight Global Investors, Inc. manage?
Foresight Global Investors, Inc. reports $955,182,942 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Foresight Global Investors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Foresight Global Investors, Inc.: Regulatory assets under management: $597,372,962 in the October 2021 data and $955,182,942 in the October 2026 data, up 60%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Foresight Global Investors, Inc. serve?
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (10); high net worth individuals (7).
Which custodians does Foresight Global Investors, Inc. use?
Foresight Global Investors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Fidelity, JP Morgan Chase, Northern Trust and State Street Bank as custodians holding 10% or more of its separately managed account assets.
Does Foresight Global Investors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281818
Does Foresight Global Investors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $250,000. However, the Advisor may, at its sole discretion, accept accounts with a lower value."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $250,000. However, the Advisor may, at its sole discretion, accept accounts with a lower value.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$955,182,942 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (10 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $955,182,942 | 6 | March 23, 2026 |
| October 2025 | $906,523,916 | 6 | March 31, 2025 |
| October 2024 | $957,201,914 | 6 | August 1, 2024 |
| October 2023 | $701,407,759 | 7 | March 31, 2023 |
| October 2022 | $673,596,542 | 7 | March 31, 2022 |
| October 2021 | $597,372,962 | 7 | March 31, 2021 |
Regulatory assets under management: $597,372,962 in the October 2021 data and $955,182,942 in the October 2026 data, up 60%.
Total employees: 7 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Foresight Global Investors, Inc. (CRD 281818): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/foresight-global-investors-inc-purchase-ny-281818