AdvizorPro
Foresight Investing

Foresight Investing. CRD 128595

Foresight Investing logo

CRD: 128595

Foresight Investing

$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
30 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
Clients
Retail
Platforms
Available
Established Date
04-05-1996
Office Locations
1

Office Locations

-- Framingham MA

About Foresight Investing

Foresight is an investment manager (est. 1984) investing across private and public markets in future energy systems and resilient infrastructure. It offers private market strategies alongside listed strategies and investment trusts, spanning equity, real assets and multi-asset with sustainability-focused themes. Focus areas include energy transition, natural capital, deep tech and regional UK/Ireland growth, including tax-efficient options such as VCTs.

Team overview

-- AVG AGE
$4.9M AVG AUM / ADVISOR
$981.4K AVG AUM / CLIENT
30.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

S

STEVEN ALAN KRUGER

Chief Investment Strategist, President

CRD
#2719259
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,907,000 --
Non-Discretionary $0 --
Total $4,907,000 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
U.S. Government/Agency:
Available
Municipal Bonds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
U.S. Government/Agency Available Available
Municipal Bonds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

Continue browsing

View all advisor firms in Massachusetts

Start a free trial and
prospect smarter