FORESIGHT GROUP LLP
Adviser information for FORESIGHT GROUP LLP last updated from Form ADV on June 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Partnership |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 310 |
|---|---|
| Investment Advisory/Research | 90 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 5 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 28 | $6.6B |
| Non-Discretionary | 10 | $2.4B |
| Total | 38 | $9.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $47.8M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 27 | $8.3B |
| Pension and profit sharing plans | <5 | $271.6M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 8 | $385.0M |
| Other | <5 | $78.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 97 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-120891 |
|---|---|
| SEC ERA File Number | 801-120891 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311974 |
| Legal Entity Identifier | 213800WOK59EEP4B4Q11 |
Principal Office
THE SHARD32 LONDON BRIDGE STREET
LONDON
United Kingdom
Monday - Friday, 9 AM - 5 PM GMT
Tel: 44 020 3667 8100, Fax: None
Chief Compliance Officer
GARY FRASER
CFO & CCO
THE SHARD
32 LONDON BRIDGE STREET
LONDON
United Kingdom
Tel:
44 0203 667 8109
G******@****************U
(Full email address available in API data)
Regulatory Contact
JAMES DOBLER
SENIOR COMPLIANCE MANAGER
THE SHARD
32 LONDON BRIDGE STREET
LONDON
United Kingdom
Tel:
+442039111307
J******@****************U
(Full email address available in API data)
Industry Affiliates
| AIB FORESIGHT SME IMPACT FUND GP LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| AIB FORESIGHT SME IMPACT GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| FGB SARL | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT ENERGY INFRASTRUCTURE PARTNERS GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT ENVIRONMENTAL GP CO. LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT GROUP AUSTRALIA | Other investment adviser, including financial planners |
| FORESIGHT GROUP ITALY | Other investment adviser, including financial planners |
| FORESIGHT GROUP PROMOTER | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT GROUP SARL | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT GROUP SPAIN | Other investment adviser, including financial planners |
| FORESIGHT IMPACT MIDLANDS ENGINE GP LLP | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT LUXEMBOURG S.A. | Other investment adviser, including financial planners |
| FORESIGHT REGIONAL INVESTMENT GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT REGIONAL INVESTMENT II GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT REGIONAL INVESTMENT III GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT REGIONAL INVESTMENT IV GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT REGIONAL INVESTMENT V GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| FORESIGHT WEST YORKSHIRE BUSINESS ACCELERATOR GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| NI OPPORTUNITIES GP LLP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FORESIGHT ENERGY INFRASTRUCTURE PARTNERS SCSP | INFRASTRUCTURE | $530.6M | $5.0M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FORESIGHT HOLDCO 2 LIMITED | Foreign Entity | – | MEMBER | 10/2020 | > 75% |
| FORESIGHT GROUP CI LIMITED | Foreign Entity | FORESIGHT HOLDCO 2 LIMITED | SOLE SHAREHOLDER/OWNER | 10/2020 | > 75% |
| FORESIGHT GROUP HOLDINGS LIMITED | Foreign Entity | FORESIGHT GROUP CI LIMITED | SOLE SHAREHOLDER/OWNER | 10/2020 | > 75% |
| FAIRMAN, BERNARD, WILLIAM | Individual | BEAU PORT INVESTMENTS LIMITED | SHAREHOLDER | 04/2021 | > 75% |
| BEAU PORT INVESTMENTS LIMITED | Foreign Entity | FORESIGHT GROUP HOLDINGS LIMITED | SHAREHOLDER | 04/2021 | 25-50% |