Foresight Group LLP

RIASEC Registered
Total AUM
$10.1B
Discretionary
$8.3B
83% of AUM
Avg account
$234M
Accounts
43
Employees
347
Advisory reps
1

Firm details

Headquarters
London,
CRD number
311974
Registered since
May 6, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.55%
  • Pension & Profit Sharing Plans2.55%
  • Corporations / Businesses2.42%
  • Investment Companies0.49%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foresight Group LLP is an institutional RIA organized as a limited liability partnership and registered with the SEC in 2021. Its client base is institutional, and its stated advisory work centers on portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. The firm is registered as a CPO/CTA and is noted as an active ESG investor. Ownership is a mix of foreign entities and individuals. The firm’s commercial model combines asset-based fees with performance-linked compensation. Regulatory and affiliation disclosures indicate Foresight Group LLP acts as an investment adviser and also serves in sponsor/GP roles for pooled vehicles and limited partnerships, rather than operating primarily as an allocator to external managers.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jonathan Parsons

    Chief Risk OfficerCRD 8058087

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
The Shard
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth