Clients
Foresight Group serves 42 clients, 32 of them pooled investment vehicles. The average client has about $240 million with the firm.
- Pooled investment vehicles32 clients95%
- Pension and profit-sharing plans3%
- Corporations and other businesses9 clients2%
- Investment companies1 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $48,804,961 | 0.5% | $48.8M |
| Pooled investment vehicles | 32 | $9,512,760,230 | 94.5% | $297.3M |
| Pension and profit-sharing plans | Not reported | $256,250,603 | 2.5% | — |
| Corporations and other businesses | 9 | $243,332,656 | 2.4% | $27.0M |
| Total | 42 | $10,061,148,450 | 100% | $239.6M |
- Clients
- 1
- Regulatory AUM
- $48,804,961
- Share
- 0.5%
- Avg. per client
- $48.8M
- Clients
- 32
- Regulatory AUM
- $9,512,760,230
- Share
- 94.5%
- Avg. per client
- $297.3M
- Clients
- Not reported
- Regulatory AUM
- $256,250,603
- Share
- 2.5%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $243,332,656
- Share
- 2.4%
- Avg. per client
- $27.0M
Total
- Clients
- 42
- Regulatory AUM
- $10,061,148,450
- Share
- 100%
- Avg. per client
- $239.6M
What it does
Foresight Group provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Foresight Group provided financial planning to 0 clients last fiscal year and advises no private funds.
82.8% of assets ($8.33B across 37 accounts) are managed with discretion; $1.73B across 6 accounts are not. 98% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks100%
Custodians
Foresight Group has custody of client assets.
- All other custodians$10.06B100%
Ownership and leadership
Foresight Holdco 2 Limited owns 75% or more of Foresight Group.
- Owns 75% or more of Foresight Group LLP
Foresight Holdco 2 Limited
Control person · since October 2020
- Owns 75% or more of Foresight Holdco 2 Limited
Foresight Group Ci Limited
Control person · since October 2020
- Owns 75% or more of Foresight Group Ci Limited
Foresight Group Holdings Limited
Control person · since October 2020
- Owns 25% to 50% of Foresight Group Holdings Limited
Beau Port Investments Limited
Control person · since April 2021
- Owns 75% or more of Beau Port Investments Limited
Bernard Fairman
Control person · since April 2021
Leadership
- Jonathan ParsonsChief Compliance Office, Chief Risk Officer, Money Laundering Reporting Officer
Staff
- 347 employees
- 137 in advisory functions
- 3 soliciting firms
Fees
Foresight Group is paid through a percentage of assets under management and performance-based fees.
Foresight Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Foresight Group has 12 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Foresight Group LLP
- Headquarters
- The Shard, 32 London Bridge Street, London, United Kingdom SE1 9SG
- Phone
- 4402036678100
- Website
- www.foresightgroup.eu
- SEC file
- 801-120891
- Structure
- limited liability partnership organized in United Kingdom
- Fiscal year end
- March
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Foresight Group have?
Foresight Group has 42 clients and manages $10.1 billion for them, as of June 2026. They include 32 pooled investment vehicles, 9 corporations and other businesses and 1 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026
What services does Foresight Group offer?
Foresight Group provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Foresight Group have?
Foresight Group has 0 investment adviser representatives registered with state securities authorities, out of 347 employees, and 137 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Foresight Group invest in?
At the end of its last fiscal year, Foresight Group’s separately managed accounts held 100% non-exchange-traded equities. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Foresight Group?
Foresight Group is owned through a chain of holding companies by Bernard Fairman. Its direct owner is Foresight Holdco 2 Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 June 2026
How does Foresight Group get paid?
Foresight Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file