FORESIGHT GLOBAL INVESTORS, INC.

Adviser information for FORESIGHT GLOBAL INVESTORS, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 21 $789.0M
Non-Discretionary 0 $0
Total 21 $789.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 9 $18.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 12 $770.6M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-106799
SEC ERA File Number 801-106799
SEC CIK Numbers 1973323
SEC CRD Numbers 281818
Legal Entity Identifier None

Principal Office

2900 WESTCHESTER AVE.
SUITE 104
PURCHASE
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: (914) 253-8809, Fax: 914-253-0823

Chief Compliance Officer

ROBERT J. DISCIULLO
GENERAL COUNSEL
2900 WESTCHESTER AVE.
SUITE 100
PURCHASE
NY
United States
Tel: (914) 450-8872
(Full email address available in API data)

Regulatory Contact

AJAY MEHRA
PRESIDENT
2900 WESTCHESTER AVENUE
SUITE 104
PURCHASE
NY
United States
Tel: 9142538804
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MEHRA, AJAY Individual PRESIDENT AND CIO 08/2015 > 75%
Disciullo, Robert, James Individual GENERAL COUNSEL AND CCO 08/2015 < 5%

No. Employees, Historic

10502020202120222023202420256 on 3/31/20206 on 7/17/20206 on 7/17/20207 on 1/15/20217 on 1/15/20217 on 3/31/20217 on 3/31/20227 on 3/31/20237 on 12/19/20237 on 3/26/2024

RAUM, Historic

800M400M0202020212022202320242025167379151 on 3/31/2020422151043 on 7/17/2020422151043 on 7/17/2020609568788 on 1/15/2021609568788 on 1/15/2021597372962 on 3/31/2021673596542 on 3/31/2022701407759 on 3/31/2023701407759 on 12/19/2023789024831 on 3/26/2024

No. Clients, Historic

3015020202021202220232024202510 on 3/31/202023 on 7/17/202023 on 7/17/202025 on 1/15/202125 on 1/15/202124 on 3/31/202124 on 3/31/202222 on 3/31/202322 on 12/19/202321 on 3/26/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
SEADRILL 2021 LTD COM 18M 352K
ALPHABET INC CAP STK CL A 2M 9K
ANALOG DEVICES INC COM 1M 6K
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 1M 23K
ELEVANCE HEALTH INC COM 1M 3K
BP PLC SPONSORED ADR 11M 308K
BAXTER INTL INC COM 2M 56K
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K
BOEING CO COM 1M 8K
CANADIAN NATL RY CO COM 18M 155K
CASEYS GEN STORES INC COM 2M 5K
CORTEVA INC COM 1M 26K
EXPEDIA GROUP INC COM NEW 1M 10K
EXXON MOBIL CORP COM 2M 13K
META PLATFORMS INC CL A 1M 2K
FIDELITY NATL INFORMATION SV COM 1M 18K
GE VERNOVA INC COM 952K 6K
GE AEROSPACE COM NEW 1M 7K
HDFC BANK LTD SPONSORED ADS 16M 243K
IQVIA HLDGS INC COM 1M 5K
JPMORGAN CHASE & CO. COM 2M 8K
JD.COM INC SPON ADS CL A 479K 19K
LPL FINL HLDGS INC COM 2M 6K
LABCORP HOLDINGS INC COM SHS 1M 5K
MERCK & CO INC COM 1M 10K
MICRON TECHNOLOGY INC COM 529K 4K
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 5M 435K
MURPHY OIL CORP COM 889K 22K
NOVARTIS AG SPONSORED ADR 18M 171K
NOVO-NORDISK A S ADR 15M 102K
RENTOKIL INITIAL PLC SPONSORED ADR 1M 45K
RIO TINTO PLC SPONSORED ADR 1M 18K
SHELL PLC SPON ADS 1M 20K
SAP SE SPON ADR 24M 119K
SONY GROUP CORP SPONSORED ADR 23M 271K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2M 9K
TECK RESOURCES LTD CL B 11M 220K
TENARIS S A SPONSORED ADS 11M 352K
UNION PAC CORP COM 1M 6K
VISA INC COM CL A 1M 6K
WELLS FARGO CO NEW COM 1M 22K