{"url":"https://nivawealth.com/firms/foresight-group-311974","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311974","regulatoryAum":10061148450,"crd":"311974","secFileNumber":"801-120891","legalName":"Foresight Group LLP","displayName":"Foresight Group","website":"https://www.foresightgroup.eu/","linkedinUrl":"https://www.linkedin.com/company/foresight-group/","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"March","headquarters":{"street":"The Shard, 32 London Bridge Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"SE1 9SG"},"tradeNames":[],"registration":{"secApproved":"6 May 2021","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":347,"advisory":137,"brokerDealerReps":0,"insuranceAgents":0,"promoters":3},"aum":{"discretionary":8334248113,"discretionaryAccounts":37,"nonDiscretionary":1726900337,"nonDiscretionaryAccounts":6,"wrapProgram":null,"nonUsClientsPct":98,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":48804961},{"label":"Pooled investment vehicles","clients":32,"regulatoryAum":9512760230},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":256250603},{"label":"Corporations and other businesses","clients":9,"regulatoryAum":243332656}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Foresight Group has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jonathan Parsons","title":"Chief Compliance Office, Chief Risk Officer, Money Laundering Reporting Officer","crd":"8058087"}],"ownership":[{"label":"Foresight Holdco 2 Limited","detail":"Member in the 75% or more ownership band and a control person, since October 2020."},{"label":"Foresight Group Ci Limited","detail":"Indirect owner: a sole shareholder/owner of Foresight Holdco 2 Limited in the 75% or more band and a control person, since October 2020.","parent":"Foresight Holdco 2 Limited"},{"label":"Foresight Group Holdings Limited","detail":"Indirect owner: a sole shareholder/owner of Foresight Group Ci Limited in the 75% or more band and a control person, since October 2020.","parent":"Foresight Group Ci Limited"},{"label":"Bernard Fairman","detail":"Indirect owner: a shareholder of Beau Port Investments Limited in the 75% or more band and a control person, since April 2021.","parent":"Beau Port Investments Limited"},{"label":"Beau Port Investments Limited","detail":"Indirect owner: a shareholder of Foresight Group Holdings Limited in the 25% to 50% band and a control person, since April 2021.","parent":"Foresight Group Holdings Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":12,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402036678100","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Non-exchange-traded equity securities","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"25 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311974/PDF/311974.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Foresight Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Foresight Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Foresight Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Foresight Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Foresight Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Foresight Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}