# 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.

- CRD: 281818
- Filed as: FORESIGHT GLOBAL INVESTORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Purchase, NY
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281818
- AdvisorCensus page: https://advisorcensus.com/firm/foresight-global-investors-inc-purchase-ny-281818

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Fidelity
- JP Morgan Chase
- Northern Trust
- State Street Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $955,182,942
- Discretionary: $955,182,942
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $19,720,246 |
| State or municipal government entities (including government pension plans) | 10 | $935,462,696 |

### 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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- foresightgi.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $597,372,962 | 7 | March 31, 2021 |
| October 2022 | $673,596,542 | 7 | March 31, 2022 |
| October 2023 | $701,407,759 | 7 | March 31, 2023 |
| October 2024 | $957,201,914 | 6 | August 1, 2024 |
| October 2025 | $906,523,916 | 6 | March 31, 2025 |
| October 2026 | $955,182,942 | 6 | March 23, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foresight Global Investors, Inc. (CRD 281818): Form ADV filing data as of October 2026.