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FORESIGHT GROUP LLP
CRD 311974File 801-120891
APPROVED
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.06B
Top 10% of cohort (national)
Discretionary AUM
$8.33B
Non-discretionary $1.73B
Clients
42
43 accounts
Employees
347
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 6, 2021
- Principal office
- THE SHARD, 32 LONDON BRIDGE STREET, LONDON, SE1 9SG
- Phone
- 44 020 3667 8100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.06B
- Discretionary AUM
- $8.33B
- Non-discretionary AUM
- $1.73B
- Discretionary accounts
- 37
- Non-discretionary accounts
- 6
- Total accounts
- 43
- AUM per client
- $239.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $243.3M |
| Investment companies | 1 | $48.8M |
| Pooled investment vehicles | 32 | $9.51B |
| Pension and profit sharing plans | Fewer than 5 | $256.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 349 | 347 | decreased by2 |
| Jul 1, 2026 | Clients | 41 | 42 | increased by1 |
| Jul 1, 2026 | AUM | $8,482,520,595 | $10,061,148,450 | increased by$1,578,627,855 |
| Jul 1, 2026 | Accounts | 42 | 43 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 399 | 349 | decreased by50 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 38 | 41 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $9,003,417,044 | $8,482,520,595 | decreased by$520,896,449 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 39 | 42 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 259 | 399 | increased by140 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 35 | 38 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,543,882,106 | $9,003,417,044 | decreased by$540,465,062 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 36 | 39 | increased by3 |
| Jul 1, 2022 | Employees | 226 | 259 | increased by33 |
| Jul 1, 2022 | Clients | 30 | 35 | increased by5 |
| Jul 1, 2022 | AUM | $7,514,451,035 | $9,543,882,106 | increased by$2,029,431,071 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORESIGHT GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORESIGHT GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.