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FORESIGHT GROUP LLP

Advisory

N·LONDON

Data as of Feb 9, 2026 · Source: SEC Form ADV

Total AUM

$8.5B

1-Year AUM Growth

-0.4%

3-Year CAGR

+5.7%

Employees

135

Assets Under Management

Total AUM$8.5B

Discretionary AUM$6.6B

Non-Discretionary AUM$1.9B

Discretionary %77.9%

Total Clients41

Team

Total Employees135

Investment Advisers349

Employee Growth (1Y)+66.7%

Filing History

Total Filings on Record5

First FilingMar 23, 2021

Latest FilingFeb 9, 2026

🔒 Full AUM trend chart and 5 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FORESIGHT GROUP LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.