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 |
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
Websites
Chief Compliance Officer
ROBERT J. DISCIULLO
GENERAL COUNSEL
2900 WESTCHESTER AVE.
SUITE 100
PURCHASE
NY
United States
Tel:
(914) 450-8872
R*********@**************M
(Full email address available in API data)
Regulatory Contact
AJAY MEHRA
PRESIDENT
2900 WESTCHESTER AVENUE
SUITE 104
PURCHASE
NY
United States
Tel:
9142538804
A*****@**************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |