{
  "crd_number": 281818,
  "slug": "foresight-global-investors-inc-purchase-ny-281818",
  "primary_business_name": "FORESIGHT GLOBAL INVESTORS, INC.",
  "legal_name": "FORESIGHT GLOBAL INVESTORS, INC.",
  "dbas": [],
  "city": "Purchase",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-10-23",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 955182942.0,
  "raum_discretionary": 955182942.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "state_municipal": {
      "raum": 935462696.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 19720246.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://foresightgi.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281818",
  "city_as_filed": "PURCHASE",
  "url": "https://advisorcensus.com/firm/foresight-global-investors-inc-purchase-ny-281818",
  "display_name": "Foresight Global Investors, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Foresight Global Investors, Inc. (CRD 281818): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Foresight Global Investors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Foresight Global Investors, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Foresight Global Investors, Inc. located?",
      "a": "Foresight Global Investors, Inc.'s principal office is in Purchase, NY, according to its Form ADV."
    },
    {
      "q": "Is Foresight Global Investors, Inc. registered with the SEC or a state?",
      "a": "Foresight Global Investors, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281818."
    },
    {
      "q": "How much does Foresight Global Investors, Inc. manage?",
      "a": "Foresight Global Investors, Inc. reports $955,182,942 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Foresight Global Investors, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Foresight Global Investors, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Foresight Global Investors, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Foresight Global Investors, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Foresight Global Investors, Inc. state an account minimum?",
      "a": "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.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 597372962.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 673596542.0,
      "total_employees": 7,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 701407759.0,
      "total_employees": 7,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 957201914.0,
      "total_employees": 6,
      "filing_date": "2024-08-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 906523916.0,
      "total_employees": 6,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 955182942.0,
      "total_employees": 6,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    },
    {
      "name": "JP Morgan Chase",
      "name_as_filed": "JP MORGAN CHASE",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "State Street Bank",
      "name_as_filed": "STATE STREET BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/foresight-global-investors-inc-purchase-ny-281818.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 19720246.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 935462696.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281818",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}