Foresight Global Investors, Inc.
- Regulatory AUM
- $955M
- Discretionary
- $955M
- Clients
- 17
- Avg AUM / client
- $56.2M
- Accounts
- 17
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $19.7M | 2.06% |
| State or municipal government entities | 10 | $935M | 97.9% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Disciullo, Robert, James | General Counsel And Cco | Aug 2015 (11y) | Less than 5% | |
| Mehra, Ajay | President And Cio | Aug 2015 (11y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $492M (52% of AUM) Mar 2026
- J.P. Morgan $253M (27% of AUM) Mar 2026
- Northern Trust $142M (15% of AUM) Mar 2026
- BNY Mellon $47.8M (5% of AUM) Mar 2026
- National Financial Services (Fidelity) $19.7M (2% of AUM) Mar 2026
- U.S. Bank $17.0M (2% of AUM) Dec 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗